Marleen Bello

Experience

• 

  MetLife

  Jan 2007 - Jan 2008

  Financial Services Representative

  • Reviewed client portfolios to ensure they met diversification, assisted in growing and protecting wealth and income of clients, and exceeded client expectations with investment.• Initiated marketing involving sales, financial needs analysis, and follow-up client services. • Management recognized for having an entrepreneurial spirit and strong work ethic - working with small businesses to establish employee benefits, such as: 401K plans, health insurance, and voluntary benefits.

• 

  JP Morgan Chase

  Jan 2008 - Jan 2010

  Banker

  • Resolved concerns of bank customers, and supported branch operational activities. • Established customer relationships while making business referrals to partners. • Experienced in resolving inquiries and questions regarding accounts and bank products. • Profiled customers to successfully align the bank's products and services to financial goals of clients.

• 

  JP Morgan Chase Private Bank

  Jan 2010 - now

  VP Client On-Boarding Officer

  • Manage account openings on new brokerage/investment management accounts for private bank clients. Review documentation to prepare account documentation in accordance with bank regulations (FINRA, BSA/AML, KYC polices, US Patriot Act, Dodd Frank, and OCC) • Serve as a liaison between clients, compliance, legal, client service departments and outside money managers. Establish new client accounts within proper tax laws. Lead as a project manager on many sensitive/priority projects - working in high-pressure environments. • Develop customer relationships by maximizing sales opportunities and ensuring customer retention for the bank - creating and implementing a high-level banking experience. • Participate in annual AML discussions with clients; discuss and escalate complex issues with Compliance surrounding client types and structures, financial products and services, and other AML risk-related issues. Show less