David Gonzales
Sr. Client Service Lead - Commercial Banking, J.P. Morgan
- Role
- Commercial Banking - Client Services at JPMorganChase
- Location
- Whittier, CA, US
- LinkedIn followers
- 500 followers
Experience
Commercial Banking - Client Services
Dec 2022 — Present · Irvine, CA, US
Conduct annual relationship reviews with clients within my portfolio to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk as well as any additional services-Develop long-term client relationships-Lead client experience by delivering solutions to clients while keeping JPM and client relationship top priority-Independently review client portfolio, proactively discuss with the Treasury Management team and provide solutions tailored to clients\' needs-Identify opportunities for use of digital tools to offer self-serve opportunities and solutions with a high degree of success
Education
Pasadena City College
Communication, General
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