Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Naraya B. Nissen

Annapolis

Summary

Experienced with private client banking, emphasizing relationship management, financial planning, and investment strategies. Utilizes deep understanding of client needs to offer tailored financial solutions. Track record of fostering trust and achieving client satisfaction through effective communication and service.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Private Client Banker and SB/MOD

JPMorgan Chase Bank
02.2023 - Current
  • Provided personalized banking services to high-net-worth individuals and business clients, including trust and estate accounts, private banking, investments and lending.
  • Ensured compliance with all relevant laws, regulations and policies governing financial institutions.
  • Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
  • Generated business through customer profiling, cross-selling and initiating new business relationships within our community.

Senior Relationship Banker

Trust Bank
10.2022 - 02.2023
  • Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
  • Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
  • Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.

Relationship Manager and Small Business Specialist

Bank of America
06.2017 - 08.2022
  • Identified better business opportunities by creating and developing excellent client relationships, analyzing current strategies and building improved actions plans;
  • Public notary for Maryland offering our clients mortgage and line of credit documents closure;
  • Provided solutions for investments and general loans for business and personal needs in English & Spanish;
  • Assisted with Trust Accounts, Estate Accounts and both business and personal types of accounts.

Real Estate Business Manager

IBBI Real Estate Investment
04.2009 - 11.2013
  • Supervised staff and coordinated work contracts in different offices between England and Brazil;
  • Advised foreign investors and translated correspondence;
  • Researched, developed and implemented business plans to cut costs and increase revenues;
  • Maintained excellent client relationships with existing investors and potential clients in England.

Commercial Manager

Obelisk International - Real Estate Investment
04.2007 - 02.2009
  • Managed staff and coordinated work contracts;
  • Counseled foreign investors on international property acquisitions;
  • Organized international client visits to present Obelisk's project portfolio and facilitated final transactions;
  • Coordinated events to include SIMA (Madrid), Trade Show ExCel Exhibition (London), Property Investors Show (Birmingham), and ADIT (Brazil).

Education

Diploma - Business and Finance Studies

Norwich City College of Higher Education
06.2004

Diploma - Italian Literature

Termoli Institute of Italian Republican
06.1997

Skills

  • Client acquisition
  • Relationship building and management
  • Community relations
  • Business development

Certification

  • Serie 6, Serie 63, SIE certificate, Life Insurance certificate.
  • Commissioned Notary Public in the State of Maryland;
  • Institute of Modern Spanish Language, Certificate (Grade A), Palma, Spain;
  • University Entrance test in English for speakers of other languages (Grade A) England;
  • Certificate for Medallion Stamp; Annapolis.


Additional: Studied NLP (Neuro Linguistic Programming) which teaches advanced communication techniques and the ability to relate to people at many different levels. This is particularly useful in delivering dynamic presentations, preparing productive proposals and marketing products as effectively as possible.

Languages

Spanish
Professional Working
Italian
Professional Working
Portuguese
Native or Bilingual

Timeline

Private Client Banker and SB/MOD

JPMorgan Chase Bank
02.2023 - Current

Senior Relationship Banker

Trust Bank
10.2022 - 02.2023

Relationship Manager and Small Business Specialist

Bank of America
06.2017 - 08.2022

Real Estate Business Manager

IBBI Real Estate Investment
04.2009 - 11.2013

Commercial Manager

Obelisk International - Real Estate Investment
04.2007 - 02.2009

Diploma - Italian Literature

Termoli Institute of Italian Republican

Diploma - Business and Finance Studies

Norwich City College of Higher Education

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Naraya B. Nissen