David Miramontes
Private Client Banker | JP Morgan Chase Bank N.A.
- Role
- Private Client Banker at JPMorganChase
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About David Miramontes
Results-driven banking professional. Proven success in client acquisition and exceeding sales targets through tailored cash management, lending solutions, and cross-team collaboration.
Experience
Private Client Banker
Apr 2024 — Present · San Diego, CA, US
Championing customer financial well-being by promoting the firm\'s Wealth Management, Mortgage, Business, and Consumer Banking resources- Fostering the adoption of digital banking convenience tools with customers by leveraging a client-centric approach and customer obsession with needs discovery-Ensuring 100% compliance with branch policies and banking regulations to avoid customer dissatisfaction and account rework.
Education
Universidad Autónoma de Chihuahua
Bachelor's degree, Finance, General
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