Zachariah Houdari

I've supported clients at JPMorgan Chase Bank and Insurance Supermarket International across banking, retirement, investment, small-business, and life insurance needs. I use consultative conversations to clarify goals, explain products, and guide clients through regulated processes accurately.

At JPMorgan Chase, I was recognized as the number one Associate Banker in the Jacksonville North market and later ranked number five among licensed Relationship Bankers. I managed approximately 200–300 client and prospect relationships, handled 30+ daily interactions, and resolved complex account, servicing, and digital-banking needs.

As a Manager on Duty and Small Business Specialist, I supported branch operations, compliance, escalations, and client experience. I connect clients with banking, lending, retirement, insurance, investment, and business resources while following through with empathy and precision.

I'm licensed to sell life insurance across five states and hold FINRA SIE and Series 6 credentials. I also bring proficient Spanish communication and nearly 10 years of customer-service experience.