Nelson Tavares
Private Client Banker at Jpmorgan Chase Bank National Association- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
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NYS Life Insurance License
NYS Department of State/NYS Department of Financial ServicesSep, 2010- Oct, 2024 -
Series 63
Financial Industry Regulatory Authority (FINRA)Aug, 2010- Oct, 2024 -
Series 6
Financial Industry Regulatory Authority (FINRA)Jul, 2010- Oct, 2024
Experience
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Jpmorgan Chase Bank National Association
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Brazil
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Banking
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200 - 300 Employee
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Private Client Banker
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Jan 2018 - Present
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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VP Premier Relationship Manager
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Jun 2014 - Jan 2017
• Managed a portfolio of over $50MM in assets including investment and deposit accounts ranging from $100M to $3MM with the purpose of acquiring, advising, and retaining client banking relationships • Delivered advice, product knowledge, and services to offer client solutions and maximize revenue for various sectors of institution including Retail Bank, Wealth Management and HSBC Group • Developed a network of 20-25 outside business contacts including accountants, attorneys, and business professionals • Optimized relations with regulators by ensuring compliance standards are met, supporting operational risk controls in accordance with HSBC and regulatory policies, and addressing KYC incoming inquiries Show less
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Small Business Specialist
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Jun 2010 - Jun 2014
• Successfully grew and managed a portfolio of over 300 business clients accounting for more than $40 MM • Informed and provided essential information to over 15 commercial customers a week about business banking products and services to satisfy their financial needs and help with business efficiency • Executed advisory skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's goals, and circumstances • Analyzed trends in data such as revenue sales and business financial statements to make effective decisions providing credit lending products to 30 commercial clients with an average credit line of $250M Show less
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Wells Fargo Financial
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Carle Place, New York
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Credit Manager
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Jan 2007 - Jan 2009
• Assessed and provided solutions to over 200 customers leveraging our suite of products and service offerings resulting in 68% cross selling opportunities • Evaluated $100 MM in mortgage loans, with an average size of $300M in mortgage lending per transaction • Successfully completed Core Sales and Objection Management training courses • Assessed and provided solutions to over 200 customers leveraging our suite of products and service offerings resulting in 68% cross selling opportunities • Evaluated $100 MM in mortgage loans, with an average size of $300M in mortgage lending per transaction • Successfully completed Core Sales and Objection Management training courses
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Allstate Home Equities
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Baldwin, New York
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Sales Manager
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Jan 2003 - Jan 2007
• Originated and closed more than $45MM in loans a year consistently exceeding growth targets • Explored new business opportunities by executing various marketing campaigns, including telemarketing, direct mail, targeted seminars and partnerships with leading real estate firms and law offices • Provide operational support to facilitate the ongoing branch needs for recruitment, growth and loan origination Show less
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Education
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Baruch College
Bachelor's degree, Major: Finance / Minor: Communications -
Nassau Community College
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities -
South Side High School
High School Regents Diploma