Kiana Matson

kianatmatson@gmail.com

(904)-674-7023

 

Summary Of Qualifications

Self-motivated and goal-oriented team player with 9+ years of outstanding financial services, sales, and customer service experience. Expertise in selling financial products, including but not limited to consumer and commercial loans, annuities, insurance, treasury products, and depository accounts. Extensive knowledge and success in retail and commercial lending.

Sales – Proven ability to create needs-based sales opportunities and exceed sales expectations.

Exceptional Interpersonal and Communication Skills – Proficient in promoting confidence and developing team-based relationships while successfully interfacing with people from diverse backgrounds and cultures.

Work Ethic and Professionalism – Solid professional standards and an excellent track record of dependability. Maintains a clear focus on achieving bottom-line sales results and integrity while ensuring business operations.

 

Professional Experience

JPMorgan Chase                                                                                           Jacksonville, FL

Private Client Banker - Manager on Duty                                                October 2022 - Present

·        Actively managed client banking relationships through an advice-based approach, ensuring each client receives the best products and services for their needs.

·        Assisted clients in managing their investment portfolios, including analyzing market trends and investment opportunities.

·        Achieved and exceeded sales targets by effectively cross-selling financial products and services, increasing client satisfaction and retention.

·        Worked with the Branch Manager to set the tone of the branch environment to provide exceptional customer experience and a dynamic and engaging culture.

·         

Synovus                                                                                               Jacksonville, FL

Senior Relationship Specialist                                                    May 2017 – April 2021

  • Performs as the front-line point of contact for new and existing retail branch customers, performing sales and service functions.

  • Transition clients from a service request to a sales conversation and service request to a demonstrated self-serve or assisted self-serve transaction.

  • Identify cross-selling opportunities through expert customer profiling and need-based assessments. Efficiently schedule customer and prospective appointments through initial contact or follow-up phone calls, e-mails, or mailings.

  • Adhere to operational controls, including legal, corporate, and regulatory procedures, to ensure customer and bank information's safety, security, and confidentiality. Ensure operational soundness and efficiency.

  • Exceed sales expectations of retail/commercial loans, deposits, annuities, and merchant/treasury services.

 

 

Licensure

Mortgage Loan Originator (Federal) - NMLS 1414721                              March 2016

Life, Health & Variable Annuity - Florida Department of Financial Services   August 2019

Securities Industry Essentials - SIE                                                                   December 2022                        

Investment Company Products/Variable Contracts Representative Series 6       February 2023