Emily Katz
Financial Representative
- Role
- Relationship Banker at JPMorganChase
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Emily Katz
Financial representative with 6+ years of experience in relationship banking and sales. I bring genuine care, curiosity, and strong communication skills to every client interaction. Known for earning trust through thoughtful insight and informed, personalized guidance, I am committed to delivering tailored financial solutions and supporting clients in achieving long-term, meaningful outcomes.
Experience
Relationship Banker
Dec 2024 — Present · San Francisco, CA, US
Provide comprehensive financial support to clients• Build and maintain trusted, long-term relationships throughconsistent engagement and personalized service• Conduct regular outreach to identify evolving client needsand uncover opportunities• Partner with investment, home-lending, and business advisors to connect clients with specialized solutions
Education
Texas Christian University
Strategic Communication; Film/Television/Digital Media
Ironhack
UX/UI Design Bootcamp, User Experience Design
Coursera
Google Data Analytics Professional Certificate, Data Analytics
Skills
- Customer Service
- Public Speaking
- Teamwork
- Event Planning
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Powerpoint
- Microsoft Powerpoint
- Social Media
- Leadership
- Social Networking
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