Christopher A. Casale
Email: ********@****************.***
Address:
City: Brooklyn
State: NY
Zip: 11219
Country: USA
Phone: 646-***-****
Skill Level: Any
Salary Range:
Primary Skills/Experience:
A dynamic and highly motivated professional, offering extensive experience in retail banking, Private banking, sales, business development and customer service.
Educational Background:
High School Dipolma from College of Staten Island, New York NY 1/2001 to 7/2006 (Business Management)
High School Dipolma from Xaverian High School, New York NY 1/2001 to 12/2012
Job History / Details:
Summary
A dynamic and highly motivated professional, offering extensive experience in retail banking, sales, business development and customer service.
Highlights
FINRA Series 6 License
FINRA Series 63 License
NY Life / Health license
Excellent communication skills
People-oriented
Top Banker Award 2012
Team player
Building COI in the area
Microsoft Excel
Microsoft Work
Strong time management skills
Strong sales skills
Strong cross-selling and decision-making skills
Fast learner
Highly motivated
Experience
January 2011 to Current
J.P Morgan Chase Brooklyn, New York
Private Client Banker
In this role I was part of the firm's key growth priorities. We cater to affluent clients, I was responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $500,000 in liquid/investable assets. I was the main point of contact for the client and the client's personal advocate at J.P Morgan Chase. My primary responsibility is to have a disciplined approach to expanding and retaining existing relationships and acquiring new affluent clients.
February 2009 to February 2011
Chase Bank Brooklyn, New York
Licensed Personal Banker
The primary goal was to acquire, retain and deepen customer relationships, and build branch balances.
Education
College of Staten Island Staten Island, New York
Business Management
2006 Xaverian High School Brooklyn, New York
High School Diploma