Riley Losordo
Relationship Banker Ii @J.P. Morgan
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WORK HISTORY
Relationship Banker Ii @J.P. Morgan
MA, US
As a Relationship Banker II serving Massachusetts’ emerging markets, I help individuals, families, and small businesses achieve their financial goals through strategic guidance and personalized solutions. I combine my background in finance and law with strong regulatory insight to deliver a seamless, client-focused experience grounded in integrity and long-term value.Core Responsibilities & Impact:• Develop and deepen client relationships through proactive financial consultations, both in-person and digital.• Deliver tailored banking, lending, investment, and insurance solutions that align with client objectives and risk tolerance.• Advise on credit management, savings strategies, retirement planning, and life insurance protection.• Support small-business clients with capital access, cash-flow solutions, and merchant services to help their businesses grow.• Partner with Chase Wealth Management advisors to introduce clients to investment opportunities and long-term financial planning.• Ensure full compliance with FINRA, NMLS, SAFE Act, and Truth in Lending Act regulations while maintaining superior client service standards.• Champion financial literacy and inclusion within Massachusetts’ emerging markets to help strengthen local communities.By aligning personalized banking strategies with disciplined regulatory compliance, I aim to build enduring trust and empower clients to create sustainable financial wellness and generational wealth.
ABOUT RILEY LOSORDO
As a Relationship Banker II at JPMorgan Chase and a Juris Doctor candidate at UMass Law, I bring a unique blend of financial expertise, legal training, and public service commitment to every professional endeavor. My career has been defined by the ability to build lasting client relationships, deliver tailored financial solutions, and navigate complex regulatory frameworks with precision. Prior to JPMorgan Chase, I worked across the banking, legal, and healthcare sectors, gaining hands-on experience in compliance, operations, and client advocacy. Whether advising clients on financial strategies, conducting legal research as a law clerk, or leading teams in fast-paced environments, I have consistently demonstrated results-driven leadership and a strong dedication to safeguarding institutional and client interests. Academically, I graduated with honors from Bridgewater State University with dual degrees in Political Science and History, later advancing into a Master of Public Administration program where I strengthened my skills in governance, strategy, and policy analysis. Now, as a law student, I am sharpening my understanding of contracts, property, and regulatory law with the goal of bridging financial services and legal practice in innovative ways. What sets me apart is a forward-looking mindset: I thrive at the intersection of finance, law, and public policy, and I am committed to leveraging this interdisciplinary background to drive sustainable growth, regulatory integrity, and client-centered outcomes.
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