Ryan Vowell
Richmond
Summary
Dynamic banking professional with 11 years of experience seeking client management career growth in the affluent space. Expertise in serving affluent customers, offering diverse financial options, and excelling in relationship management. Proven track record in client management, enhancing customer satisfaction and client retention/growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase Bank, N.A.
07.2023 - Current
- Assist clients with simple to complex account openings and manage ongoing relationships to maintain a robust book of business
- Actively manages a book of 300+ clients and regularly engages clients to deepen bank relationships.
- Acquire and grow new affluent relationships for branch through outreach and client appointments
- Consistently partner with Wealth Management and Business Banking to bring competitive, industry-leading benefits
- Effectively asking the appropriate questions to understand client’s short and long-term goals/tailor plans that exceed client’s expectations
- Act as Manager on Duty, actively engaging the branch team ensuring team adheres to branch controls and procedures
- Resolve complex client issues autonomously, complying with federal and state regulations.
Relationship Banker
JPMorgan Chase Bank, N.A.
08.2021 - 07.2023
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposits, credit cards and loans.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Cultivated strong customer relationships by providing tailored advice and services.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Assisted customers with completing required forms for opening and closing bank accounts.
Business High Value Banker
Wells Fargo Bank, N.A.
06.2020 - 08.2021
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted clients in gathering tax documents and applying for Paycheck Protection Plan (PPP) loans.
- Processed lien releases for secured commercial loans.
- Educated customers on features and benefits of banking products and services.
- Referred customers to other banking departments for specialized services.
Premier Sales Banker - Inbound Sales Banker
Wells Fargo Bank, N.A.
02.2014 - 06.2020
- Acquired extensive experience in customer service, excelling in sales, and managing both deposit and credit application processes
- Provided assistance in identifying and reporting discrepancies in regulatory procedures, ensuring compliance with industry guidelines
- Delivered comprehensive coaching to over 100 colleagues and new employees on bank policies, effective call management, and regulatory adherence
- Assisted in leading and scaling the Financial Health pilot program through the Richmond area and other Phone Bank sites
- Collaborated with teams to enhance coaching methods, boost staff morale, and refine banking procedures for efficiency improvements
Education
Bachelor of Science - Cyber Operations; Concentration in Policy & Law
University of Arizona
Tucson, AZ05-2028
Cyber Security Bootcamp Certificate -
Thinkful
Skills
- Risk Mitigation
- Banking Regulatory Knowledge
- Relationship Management
- Client acquisition
- Compliance
Certification
- Life and Health, 22, Virginia
- Series 65, 22, FINRA
- Series 6, 21, FINRA
- SIE, 21, FINRA
- Security+ CE, 21, CompTIA
Timeline
Private Client Banker
JPMorgan Chase Bank, N.A.
07.2023 - Current
Relationship Banker
JPMorgan Chase Bank, N.A.
08.2021 - 07.2023
Business High Value Banker
Wells Fargo Bank, N.A.
06.2020 - 08.2021
Premier Sales Banker - Inbound Sales Banker
Wells Fargo Bank, N.A.
02.2014 - 06.2020
- Life and Health, 22, Virginia
- Series 65, 22, FINRA
- Series 6, 21, FINRA
- SIE, 21, FINRA
- Security+ CE, 21, CompTIA
Bachelor of Science - Cyber Operations; Concentration in Policy & Law
University of Arizona
Cyber Security Bootcamp Certificate -
Thinkful
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