Chase Bank Customer Service

Todd Steinhaus Broker / Investment Associate

**************@***.*** www.linkedin.com/in/toddsteinhaus 516-***-**** East Meadow, NY

Result-driven broker and finance professional with extensive investment services, mortgage-backed securities, market analysis, and risk management experience acquired in client-centric roles across multiple industries. Analytical professional skilled in providing team leadership and leveraging key knowledge of trading, CMOs, Foreign Exchange, and U.S. Treasuries to drive the continued achievement of organizational objectives. Exceptional communicator and advisor focused on developing trusted working relationships with diverse clients, colleagues, and stakeholders.

Areas of Expertise include:

Investment Management

Relationship Management

Regulatory Compliance

Technical Analysis & Trading

Client Services & Consulting

Market Research & Analysis

Back-Office / Interdealer Brokerage

Cross-Functional Leadership

Negotiation & Problem Solving

Professional Experience

JP Morgan Chase Bank Barclays Street Branch Manhattan, NY 2019- Present

PRIVATE CLIENT BANKER

As a Chase Private Client Banker I develop and maintain relationships with affluent clientele to ensure they are taking advantage of everything they are entitled to in their Chase relationship. I work closely with relationship bankers and partners to make sure customers are experiencing and utilizing the One Chase team.

Key Accomplishments:

●Established a reputation of leadership and accessibility to my colleagues, while regularly motivating our team by delivering an excellent customer experience

●Consistently managed my established book of business, while always being available to meet with new clientele to develop and maintain their financial plan by tailoring solutions to meet their financial goals and needs.

●Routinely meeting with my One Chase Team Partners to build a consistent pipeline

●Regularly exceeding expectations by establishing myself as a top performer not only in my branch but in my market.

JP Morgan Chase Bank Barclays Street Branch Manhattan, NY 2019- Present

RELATIONSHIP BANKER/SMALL BUSINESS SPECIALIST

As a relationship banker I help clients resolve any issues they have with their accounts, and help them to optimize and manage their banking needs. Responsible for providing an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services and helping the branch meet sales/objectives goals. Process financial transactions on clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives.

Key Accomplishments:

●Help customers open and manage their personal/business banking accounts and finances.

●Provide outstanding customer service.

●Proactively meet with a portfolio of clients face to face and over the phone.

●Demonstrate the ability to acquire, retain, deepen and manage relationships with customers.

●Actively work with my One Chase Team such as Home Lending Advisor, Wealth Management Advisor and Business relationship manager.

●Responsible for ensuring that all accounts both personal and business are in compliance with Chase KYC policies.

●Discover needs of customers to provide tailored solutions that meet their financial goals.

●Routinely meet and exceed monthly goals.

LIVING QUARTERS NY Queens, NY 2017 – 2019

Licensed Real Estate Agent

Engage with clients to manage the rental, selling, and buying of properties. Educate clients with respect to various properties and advise on pricing, mortgages, and market conditions. Collaborate with broker to finalize property transactions. Conduct comparative analysis of properties to determine competitive market pricing. Maintain comprehensive property listings, manage promotional activities, and lead showings with buyers and renters. Present purchase offers to sellers and direct subsequent negotiations with buyers. Ensure full compliance with all contract terms and industry regulations. Produce documentation including loyalty contracts, deeds, and purchase agreements.

Key Accomplishments:

●Closed an average of 15 rentals per month and achieved customer satisfaction rate above 90%.

●Consistently advised buyers and sellers on best available pricing according to market conditions.

●Demonstrated track record of increasing agency revenue, closings, contracts, and client acquisition via effective management of marketing, sales, and customer relations.

HARTFIELD TITUS & DONNELLY LLC Jersey City, NJ 2014 – 2017

Interdealer Broker

Managed the buying and selling of securities for clients in line with specific requirements. Researched and differentiated mortgage products within the market. Engaged with clients to establish investment goals, constraints, and risk tolerance. Provided advisory services and assisted clients in selecting financial products based on budget and needs. Conducted searches of bond history according to investment needs of clients.

Key Accomplishments:

●Recognized for achieving several months of 99% or higher error-free trade execution record.

●Identified and initiated short and medium-term fixed incomes trades with over $5M daily buying power.

●Received annual recognition by management for exceptional product knowledge and client and brokerage relationship skills.

TULLETT PREBON AMERICAS CORPORATION Jersey City, NJ 2010 – 2014

Interdealer Broker

Developed comprehensive network via personal referrals and aggressive marketing strategies, generating and closing new sales. Analyzed individual client needs and selected products accordingly. Purchased and sold share, securities, bonds, and other funds on behalf of clients. Monitored and evaluated market performance to guide decision making.

Key Accomplishments:

●Managed trade requests from over 2,500 financial consultants as a Series 7/63 Licensed Securities Professional.

●Generated gross trading profits of $400K per year during tenure with company.

●Directed the recruitment and mentoring of several new employees; facilitated and led internal training sessions.

TRADITIONAL ASIEL New York, NY 2007 – 2010

Back Office / Interdealer Broker

Generated new leads and developed client relationships with a focus on maximizing repeat business. Conducted market research, analyzed market trends, and purchased and sold securities in line with client needs. Responded to client inquiries and addressed specific areas of financial interest. Advised clients on investment in high-returns yielding stocks. Delivered honest and fair advice to protect the interest of clients continuously.

Key Accomplishments:

●Reconciled daily error account and coordinated compliance documentation, reporting questionable positions to senior management team.

●Opened over 50 new accounts within first year of moving from back office to broker’s desk.

●Acted as primary liaison to coordinate foreign exchange trades in excess of $1M.

Additional Experience

International Liaison (2004 – 2007) North East Uniondale, NY

Education & Credentials

Bachelor of Arts in Finance

HOFSTRA UNIVERSITY Uniondale, NY

Series 7 & 63 Licenses Real Estate License

Technical Proficiency: Bloomberg, TradeWeb, Outlook, Advanced Excel

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