Edgardo Oliveros Chavez
Fairfax
Summary
Experienced with financial analysis, investment strategies, and client relationship management with +7 years of experience in the banking sector, consistently surpassing goals and achieving high referral rates. Utilizes comprehensive financial knowledge to provide customized advisory services. Track record of successfully guiding clients toward achieving financial goals with sound investment decisions. Currently holding SIE, Series 6, Series 7, Series 63, Series 66 licenses, and a US Virginia Life and Insurance license. Fluent in English and Spanish.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Bank of America
Arlington, VA
05.2025 - Current
- Work with clients to plan their short, mid, and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, ETFs, annuities, and banking and money management solutions.
- Recommends banking and investment strategies that align with the client's financial goals and needs.
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential products and services recommended.
- Developed tailored financial solutions to meet diverse client needs and enhance customer satisfaction.
- Analyzed client portfolios to identify improvement opportunities and optimize investment strategies.
- Led financial planning sessions, guiding clients through complex decision-making processes.
- Implemented best practices for risk management, improving compliance with regulatory standards.
- Collaborated with cross-functional teams to streamline service delivery and improve operational efficiency.
- Enhance teammates' skills and offer coaching to assist them in identifying clients' financial needs.
- Onboarded over 20 managed clients in the first quarter of 2026.
- Currently manage assets for 30+ households with over $2 million in assets under management.
Private Client Banker
JPMorgan Chase Bank, N.A.
Fairfax, VA
12.2024 - 05.2025
- Served as the primary relationship manager for affluent clients, providing tailored banking solutions to meet their financial goals.
- Provided ongoing service to consumer and small business clients, identifying unmet needs, facilitating new account openings, and guiding credit product applications.
- Partnered with financial specialists, including Financial Advisors, Lending Specialist and Business Managers to provide comprehensive solution to our customers.
- Enhanced client experience by promoting and assisting with digital banking tools for seamless account access.
- Proactively conducted outreach calls to engage clients, offer exclusive banking solutions and strengthen clients relationship.
- Conducted thorough reviews of client documentation and transactions to ensure strict adherence to internal policies, regulatory standards, and risk management protocols.
- Cultivated strong relationships with high-net-worth clients to understand financial needs and objectives.
Senior Banker
Bank Of America, N.A.
Tysons Corner, VA
10.2022 - 12.2024
- Led customer relationship management initiatives, enhancing client satisfaction and retention.
- Identified and analyzed client needs during relationship reviews and offered tailored advice to fulfill those needs. When necessary, referred clients to appropriate specialists to ensure comprehensive support and solutions.
- Achieved 168% of the expected client interactions in 2023 while maintaining exceptional client satisfaction.
- Successfully connected more than 10 clients each month with financial advisors to address complex financial needs, including retirement planning and investment strategies.
- Successfully referred clients to small business and mortgage partners, achieving a referral rate that surpassed goals by 115% in 2023.
- Delivered engaging presentations to showcase a comprehensive range of employee benefits to new hires and guided them through the enrollment process while opening accounts and providing detailed support.
Relationship Banker
Bank Of America, N.A.
Gainesville, VA
01.2020 - 10.2022
- Cultivated strong client relationships through personalized financial guidance and support.
- Facilitated account openings and closings, ensuring adherence to compliance standards.
- Demonstrated exceptional accuracy in balancing ATMs, branch vaults, and preparing cash delivery shipments while maintaining accurate records of all transactions and achieving a 100% accuracy rate and zero cash losses.
- Performed daily client transactions with a 100% accuracy rate, balanced cash drawer, and followed established cash control procedures to protect customer data and assets.
- Coordinated with other bank departments as necessary to address and resolve complex client concerns.
- Uncover financial needs and refereed the client to the appropriate partner to fulfilled
Client Service Representative
Bank of America
Manassas, VA
10.2018 - 01.2020
- Delivered exceptional customer service by promptly addressing inquiries and resolving issues.
- Strictly follow security procedures to prevent fraud and accurately balance cash drawers daily.
- Guide customers to use self-service solutions, such as mobile and online banking.
- Maintain 100% cash box balance accuracy
Education
Bachelors - Accounting
Zulia University
Venezuela07-2015
Skills
- Relationship Building
- Client Management
- Referral Management
- Financial Analysis and Modeling
- Credit analysis
- Proficient in Salesforce and Microsoft Office programs
- Equity valuation
- Cash flow management
- Fundamental analysis
- Retirement planning
- Portfolio management
- Wealth management
- Financial planning
- Investment management
Certification
- Securities Industry Essentials (SIE) - FINRA
- Investment Company and Variable Products (Series 6) - FINRA
- General Securities Representative (Series 7) - FINRA
- USA State Law (Series 63) - NASAA
- Uniform Combined State Law (Series 66)
- Life Insurance and Annuities License - Virginia
- US Virginia Notary Public
LANGUAGES
Spanish
English
AWARDS
Officer (Corporate Title) Exceeding goals and expectations during 2023., Bronze Award Exceeding goals and expectations during Q1 2024., Bronze Award Exceeding goals and expectations during Q2 2024.
Timeline
Financial Solutions Advisor
Bank of America
05.2025 - Current
Private Client Banker
JPMorgan Chase Bank, N.A.
12.2024 - 05.2025
Senior Banker
Bank Of America, N.A.
10.2022 - 12.2024
Relationship Banker
Bank Of America, N.A.
01.2020 - 10.2022
Client Service Representative
Bank of America
10.2018 - 01.2020
Bachelors - Accounting
Zulia University