Liam Settle

| Relationship Banker | J.P. Morgan Chase

Role
Relationship Banker at Chase
Location
Bellevue, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Liam Settle

Passionate Financial Professional |Helping to Empower Professionals for Financial…

Experience

  1. Relationship Banker

    Chase

    Sep 2024 — Present · Seattle, WA, US

    Customer Relationship Management: Develop and nurture relationships with clients, understanding their financial needs, and offering personalized advice and solutions- Financial Services: Provide comprehensive financial advice, including account management, loan and credit products, investment solutions, and other banking services- Sales and Business Development: Achieve sales goals by identifying opportunities for new business, cross-selling products, and meeting targets for account acquisition and growth- Customer Service: Address client inquiries and concerns, resolve issues efficiently, and ensure high levels of customer satisfaction- Compliance and Risk Management: Adhere to all regulatory and compliance requirements, ensuring accurate documentation and maintaining a strong understanding of relevant policies and procedures- Product Knowledge: Stay informed about Chase’s products and services, as well as industry trends, to provide clients with up-to-date information and recommendations- Team Collaboration: Work closely with other team members and departments to ensure seamless service delivery and to support branch and organizational goals.

Education

  • Western Washington University

    Bachelor's degree, Business and Personal/Financial Services Marketing Operations

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Liam Settle — Relationship Banker at Chase in Bellevue, WA, US | Unifers