Amy Chen
Summary
Experienced Relationship Banker with 8 years of success at a leading national bank. Proven ability to build strong client relationships, identify financial needs, and deliver tailored banking and investment solutions. Recognized for consistently exceeding sales goals, maintaining regulatory compliance, and providing exceptional customer service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
Chase Bank
01.2017 - Current
- Manage and grow a diverse portfolio of personal and small business clients by delivering customized financial solutions.
- Consistently exceed monthly and quarterly sales targets across deposits, credit cards, loans, and investment referrals.
- Conduct in-depth financial needs assessments to identify opportunities for savings, lending, and wealth-building products.
- Build long-term client relationships through proactive outreach, follow-ups, and high-touch service.
- Ensure strict adherence to banking regulations, including KYC, AML, and internal risk controls.
- Collaborate with branch managers, mortgage officers, and financial advisors to deliver holistic client solutions.
- Recognized multiple times for outstanding customer satisfaction and performance metrics.
Education
Bachelor's Degree - Business Administration or Finance
Fordham University
Skills
- Client Relationship Management
- Personal & Small Business Banking
- Sales & Cross-Selling
- Lending & Credit Products
- Investment & Retirement Referrals
- Regulatory Compliance (KYC, AML)
- Customer Experience Excellence
- Financial Needs Analysis
Certification
- FINRA Series 6 (if applicable)
- FINRA Series 63 (if applicable)
- Notary Public (if applicable)
Personal Information
Title: Relationship Banker
Timeline
Relationship Banker
Chase Bank
01.2017 - Current
Bachelor's Degree - Business Administration or Finance
Fordham University