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Alex Silverio

@alexsilverio

I managed 200+ JPMorgan Chase client households as licensed relationship banker, building trust, retention, and dependable client experiences.

United States

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What I'm looking for

I'm seeking a Customer Success role where I can apply relationship management, retention, and problem-solving skills while expanding my CRM and Customer Success platform knowledge.

Client relationship professional with 5 years of experience at JPMorgan Chase, most recently as a Licensed Relationship Banker. Experienced in managing ongoing client relationships, understanding customer needs, resolving complex issues, coordinating across internal teams, supporting retention and renewals, and maintaining detailed CRM documentation. I’m now transitioning into Customer Success, where I can apply my relationship management and financial services experience while continuing to build expertise in customer onboarding, adoption, retention, and long-term customer value. Bilingual in English and Spanish, with SIE, Series 6, Series 63, and Florida 2-14 licenses

Experience

Work history, roles, and key accomplishments

Licensed Relationship Banker

JPMorgan Chase

Feb 2024 - Sep 2026 (2 years 7 months)

Build and manage 200+ client household relationships, using CRM to track needs and interactions. Open personal and business accounts, identify needs, and collaborate with internal partners to resolve complex issues and deepen client relationships.

CRM Salesforce HubSpot Client Relationships Account Management Client Education Needs discovery Consultative Approach

Associate Banker

JPMorgan Chase

Feb 2021 - Mar 2024 (3 years 1 month)

Handled cash transactions, account setup and maintenance, and high-volume servicing with accuracy and confidentiality. Documented interactions in CRM and referred clients to Relationship Bankers and Private Client Bankers.

CRM Client Servicing Account Setup Cash Handling Referrals

Account Coordinator Intern

Creative Digital Advantage

Jun 2020 - Feb 2021 (8 months)

Coordinated client communications and documented client needs, working with the business owner to align marketing ideas, timelines, and deliverables with client objectives.

Client Communication Documentation Marketing Coordination Project Coordination

Delivery Coordinator

Honda Herb Chambers

May 2017 - Mar 2020 (2 years 10 months)

Served as the primary customer contact through delivery, coordinating inspections and VIN checks while keeping customers informed. Educated customers on vehicle technology and resolved technical and logistical issues to ensure a positive handoff experience.

Customer Service Client Education Technical Troubleshooting Logistics Coordination