Derek Blosat
Eastvale
Summary
Dynamic and results-oriented Relationship Banker with a proven track record at JPMorgan Chase Bank., N.A., specializing in fostering strong client relationships and delivering exceptional service. Expert in financial product knowledge and adept at identifying opportunities to enhance customer satisfaction. Demonstrated ability to exceed sales goals by effectively cross-selling, with a strong focus on compliance and client trust. Now seeking to leverage my expertise and advance to the position of Associate Commercial Banker.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase Bank., N.A.
09.2023 - Current
- Building and maintaining long-term relationships with clients, focusing on customer retention and satisfaction.
- Providing advice on a range of business banking products, including business checking accounts, loans, lines of credit, and cash management services.
- Assisting clients in preparing loan applications and documentation, ensuring they met bank standards and compliance.
- Adhering to banking policies, procedures, and regulations to ensure compliance with internal and external standards.
Associate Banker - ME
JPMorgan Chase Bank., N.A.
11.2021 - 09.2023
- Recognizing opportunities to refer and introduce to our One Chase Team.
- Ability to build and maintain strong relationships with clients, fostering trust and providing exceptional services.
- Delivering a positive client experience, address concerns, and provide timely and accurate solutions.
- Contributing to bank sales goals by actively cross selling and upselling relevant products and services to new or existing client.
Education
Associate of Science - Business Administration
Norco College
Norco, CA06-2022
Skills
- Ability to build and maintain strong relationships with clients, fostering trust and providing exceptional services
- Works well independently or in a cooperative team
- Deliver a positive client experience, address concerns, and provide timely and accurate solutions
- Products and Services knowledge
Certification
- SIE
- Series 6
- Series 63
Timeline
Relationship Banker
JPMorgan Chase Bank., N.A.
09.2023 - Current
Associate Banker - ME
JPMorgan Chase Bank., N.A.
11.2021 - 09.2023
- SIE
- Series 6
- Series 63
Associate of Science - Business Administration
Norco College
Similar Profiles
Hoa (Justin) DinhHoa (Justin) Dinh
Relationship Banker at JPMorgan Chase Bank, N.A.Relationship Banker at JPMorgan Chase Bank, N.A.
Katherine TeppKatherine Tepp
Client Care Specialist III at JPMorgan Chase Bank, N.A.Client Care Specialist III at JPMorgan Chase Bank, N.A.
Danielle KrupinskiDanielle Krupinski
Vice President, Branch Manager at JPMorgan Chase Bank, N.A.Vice President, Branch Manager at JPMorgan Chase Bank, N.A.