Jason Casals

Licensed Private Client Banker @JPMorganChase

Miami, FL, US

EMAILS

[email protected]

MOBILE NUMBERS

+16•••••••99

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WORK HISTORY

Nov 2009 — Present

Licensed Private Client Banker @JPMorganChase

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Actively managing complete banking relationship of affluent clients or more) across the company, utilizing a proactive and disciplined approach to generate growth in their balances.Building long lasting relationships with new and existing customers and small business owners based on trust, problem solving, product knowledge, honesty, professionalism and exceeding expectations.

EDUCATION

2003 — 2006

Miami Dade College

Associate of Arts and Sciences (A.A.S.), Medical Sciences

SKILLS

Financial ServicesMicrosoft WordFinancial RiskBuilding Long Lasting RelationshipsLeadershipOutlookProject ManagementTeam BuildingManagementRelationship ManagementSmall BusinessBankingRisk ManagementMicrosoft ExcelPowerpointCreditOutstanding Communication and PresentationCustomer ServiceComputer ProficiencyProcess ImprovementMarketingAbility to Achieve Immediate and Long Term GoalsCustomer Follow-UpExceptional Service Follow Up, Strategic Planning, Sales and Marketing ExperiencFinancial AnalysisMicrosoft OfficeSalesProgram ManagementIncreasing Customer Trust by Providing Great Customer Experience.ResearchCredit AnalysisFinancePortfolio ManagementCustomer ExperienceLoansStrategic PlanningTrainingRetail BankingInvestments

ABOUT JASON CASALS

Multiple Award winner, goal-oriented, top performing, self-confident marketing and sales…

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