About Joel Morillo:
- Fluent in English and Spanish
- Multi-tasking & problem-solving
- Motivated to help people achieve financial goals.
- Exceptional listening and communication skills in person and over the phone.
- Ability to work effectively in a team environment, building strong relationships with colleagues and business partners.
- Ability to use critical thinking to solve problems and provide solutions to customer issues.
- Demonstrated proficiency using the phone to engage with customers.
- Basic computer skills.
- Strong financial acumen; general knowledge of consumer and small business products, and small business lending.
- 11 years of experience in a customer facing environment including a minimum of 8 years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships.
FINRA - Series 6
FINRA – Series 63
New York Life Insurance
Experience
Santander Bank
Senior Relationship Banker / Consumer & Business Banking
NEW YORK, NY January 2022 to Present
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Put the customer at the center of everything you do, deepen relationships and make connections during every interaction. - Engage customers through proactive, outbound calling for both service and relationship deepening opportunities.
- Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future.
- Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need.
- Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $5MM.
- Aptitude & interest in serving business clients- reviewing financial statements and advanced knowledge of small business credit.
- Participates in joint calling with Product partners to generate and deepen relationships with business customers.
- Recommend the best needs-based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate.
- Build trust and deliver solutions by setting expectations and meeting commitments.
- Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.
- Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate.
- Ensure compliance with all bank policies, procedures and regulatory requirements
JPMorgan Chase Bank Chase Private Client Banker / Business Specialist
- NEW YORK, NY April 2019 to December 2021
Sharing the value of Chase Private Client with clients that may be eligible - Partnering with Business Relationship Manager, to proactively contact business clients from my book of business
- Engaging business clients and discovering their financial needs when opening their accounts and meeting with them
- Tailoring product and service recommendations business clients such as business loans, investment, merchants services, and credit cards
- Actively managing their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs
- Partnering with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
- Adhering to policies, procedures and regulatory banking requirements
Relationship Banker / Business Specialist
Feb. 2017 to March 2018
- Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships. discover financial needs and tailor product and service recommendations
- Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
- Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- Adhering to policies, procedures and regulatory banking requirements
- Personal Banker / Teller / Business Specialist
Sept. 2011 to Feb. 2017
- Engaging the client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Chase
- Having a passion for helping customers and making clients feel appreciated
- Account opening based on the type of account and customer needs
- Expert knowledge in our self-service and digital platform helping customers learn how to complete their banking needs whenever and wherever and however they want with these self-service options
- Exhibits strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels
Education
- Bachelor of Science – Computer Information Systems
- FINRA - Series 6
- FINRA – Series 63
- New York Life Insurance
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