Santi Martos
New York, New York
Summary
The Securities Industry Essential (SIE), FINRA Series 6, FINRA Series 63 and New York State Life-Insurance license. Dynamic Relationship Banker excelling in cross-selling banking products and services. Licensed Strong interpersonal communication skills coupled with a focus on compliance and risk assessment. Ready to leverage expertise to drive business growth and client satisfaction.
Overview
5
5
years of professional experience
Work History
Relationship Banker
J.P.Morgan Chase Bank
New York, New York
10.2021 - Current
- Managed client relationships to ensure satisfaction and retention.
- Conducted financial needs assessments to recommend appropriate solutions.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, auto loans and home lending.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Advised customers on bank products, services and financial planning options.
- Analyzed financial data to determine the creditworthiness of potential borrowers.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Advised clients on investment options based on their individual needs and risk tolerance levels.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Performed regular follow-ups with clients to sustain relationships and revise financial plans.
- Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
- Built positive and productive customer connections to drive consistent sales.
Education
Bachelor of Arts - Psychology
The City College of New York CUNY
Skills
- Financial data analysis
- Compliance adherence
- Cross-selling products
- Business development
- Financial advising
- Credit assessment
- Investment planning
- Sales closing
- Interpersonal communication
- Risk assessment
Timeline
Relationship Banker
J.P.Morgan Chase Bank
10.2021 - Current
Bachelor of Arts - Psychology
The City College of New York CUNY