James DeMoss III
Ellicott City,MD
Summary
Client-focused financial services professional with experience in relationship management, banking, and investment product solutions. Proven ability to grow client relationships, source new business, and deliver comprehensive financial solutions across deposits, lending, and investment accounts. Passed CFP® exam with active securities licensing, seeking to transition into a financial planning/advisory role.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase Bank N.A.
Fulton, MD
04.2023 - Current
- Ranked Top 10 Relationship Bankers in region (2025) for performance and production
- Build and manage client relationships by delivering tailored financial solutions across banking, lending, and investment products
- Consistently convert new and existing clients by identifying needs and transitioning accounts from competing institutions
- Partner with internal specialists (financial advisors, mortgage bankers, business bankers) to provide holistic financial guidance
- Develop and maintain a pipeline of new business through referrals, prospecting, and community engagement
- Serve as Small Business Specialist, advising business owners on account structuring, cash flow management, and banking solutions
Infantry Squad Leader
United States Marine Corps Reserve
Quantico, VA
01.2019 - 01.2025
- Led and trained a platoon of Marines in high-pressure, mission-critical environments
- Developed leadership, accountability, and decision-making skills under dynamic conditions
- Managed team readiness, performance, and operational execution
- Achieved the rank of Sergeant, demonstrating strong leadership and performance
Business Analyst Intern
General Dynamics Information Technology Inc
Remote
06.2022 - 09.2022
- Supported business analysis initiatives for the Intelligence and Homeland Security division.
- Assisted in evaluating operational workflows, identifying opportunities and uncovering trends for efficiency improvements
- Collaborated with cross-functional teams to support project deliverables and reporting
Server/Bartender/Manager
Various Restaurants
Various Locations
11.2015 - 03.2022
- Delivered high-level customer service in fast-paced environments
- Built strong interpersonal and communication skills through direct client interaction
- Managed multiple parties efficiently while maintaining attention to detail and accuracy
Education
Bachelor of Science - Business Administration And Management
University of Maryland Global Campus
Adelphi, MD12-2023
Skills
- Financial Planning Process
- Client-Centered Advice
- Fiduciary Mindset
- Goal-Based Planning
- Sales expertise
- Analytical Thinking
- Communication & Trust Building
Certification
CFP® Exam Passed (Experience requirement in progress)
Securities Industry Essentials (SIE)
FINRA Series 6
FINRA Series 63
Life & Health Insurance License (Maryland and Washington D.C.)
Timeline
Relationship Banker
JPMorgan Chase Bank N.A.
04.2023 - Current
Business Analyst Intern
General Dynamics Information Technology Inc
06.2022 - 09.2022
Infantry Squad Leader
United States Marine Corps Reserve
01.2019 - 01.2025
Server/Bartender/Manager
Various Restaurants
11.2015 - 03.2022
Bachelor of Science - Business Administration And Management
University of Maryland Global Campus