Syed Akhtar
Private Client Banker@ JPMorgan Chase & Co.
Greenwich, Connecticut, United States
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Syed Akhtar is a highly skilled professional with 11.4 years of experience in various banking roles. He is proficient in Microsoft Office, customer service, leadership, and Microsoft Excel and Word. Based in the United States, Syed is known for his ability to build lasting relationships and deliver exceptional customer service. He has a proven track record of delivering exceptional customer service and ensuring a meaningful relationship with his customers. Syed's expertise lies in acquiring, managing, and retaining meaningful relationships with his customers.
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Emails and Phone Numbers

@jpmchase.com
@chase.com
@jpmorgan.com
+1 800935****
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About

I'm a great listener and a natural collaborator. I thrive on interacting with people and building lasting relationships. I am never afraid to take the lead and I have a knack for finding creative solutions to everyday challenges. I have learned to take a role in delivering exceptional customer service to any individual that walks through the door. Acquiring, managing, and retaining a meaningful relationship with my customers is the platform I have built my expectations on to address their financial needs.

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Work Experience

270 Park Avenue, New York, NY, 10017-2014, US

Financial Services

294892
Phone
+1 8009359935
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Syed Akhtar's Professional Milestones

  • Bank Teller (2012-05-01~2014-07-01): Streamlined the bank balance management process, reducing delays and improving customer satisfaction.
  • Personal Banker (2014-08-01~2016-10-01): Assisted in providing financial guidance, enhancing the client's financial stability through thorough analysis and effective financial management.
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Education

University of Wisconsin-Whitewater
University of Wisconsin-Whitewater2019-2021
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