Randal B. Smith
Helping my clients to reach and achieve their financial goals.
- Role
- Private Client Banker at JPMorganChase
- Location
- Chattanooga, TN, US
- LinkedIn followers
- 500 followers
About Randal B. Smith
I pride myself on working hard to provide the best possible service to my clients. Being…
Experience
Private Client Banker
Mar 2024 — Present · Chattanooga, TN, US
Provided comprehensive financial consultations on retirement planning, asset management, and banking services to high net worth individuals-Strengthened relationships with private clients by guiding them through diverse financial products and services-Served as Manager on Duty, organizing weekly meetings to drive sales initiatives and team performance-Oversaw branch operations, ensuring compliance and effective cash management-Resolved customer complaints efficiently, enhancing overall client satisfaction-Assisted in audit preparations and risk management activities.
Education
University of West Georgia
Bachelor of Science, Economics
1993 — 1995
University of North Georgia - Mike Cottrell College of Business
Master of Business Administration (M.B.A.), Technology Leadership & Project Management
2017 — 2019
Kentucky Wesleyan College
International Business
1991 — 1993
Skills
- Public Relations
- Retirement Planning
- Consultative Selling
- Account Management
- Microsoft Word
- Banking
- Excel
- Hiring
- Social Media
- Non-Profits
- Selling
- New Business Development
- Word
- Event Management
- Public Speaking
- Coaching
- Sales Operations
- Customer Service
- Team Building
- Budgets
- Advertising
- Event Planning
- Fixed Annuities
- Budgeting
- Analysis
- Negotiation
- Scheduling
- Strategic Planning
- Fundraising
- Marketing Strategy
- Sales Management
- Administration
- Powerpoint
- Microsoft Excel
- Problem Solving
- Operations Management
- Investments
- Retail
- Customer Relations
- Insurance
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