Feliciano Carrasco

Results-driven banking professional with 15+ years of experience at JPMorgan Chase building and managing high-value client portfolios, driving revenue growth, and delivering tailored financial solutions. Series 7 and 63 licensed with Life & Health Insurance certification, with background in recommending investment products, retirement strategies, credit solutions, and insurance offerings to mass-affluent and high-net-worth clients. Demonstrated success increasing client referrals, expanding wallet share, and onboarding 100+ new relationships through consultative financial reviews and strategic networking.

Strong background in cross-functional collaboration with Financial Advisors, Mortgage Specialists, and Business Bankers to deliver comprehensive wealth strategies. Currently operating in a revenue-driven Account Executive role, continuing to strengthen business development, pipeline management, and commission-based production performance.

Bilingual

English/Spanish professional known for building trust, deepening relationships, and driving measurable growth.

Senior Personal Banker at Valley Bank (2025-10 – Present)

• Deliver high-touch, relationship-driven service by engaging clients professionally, assessing financial needs, and recommending tailored banking, lending, and digital solutions to strengthen trust and long-term retention.
• Open and manage new consumer and business accounts while educating clients on deposit products, loan offerings, and online/mobile banking platforms, driving adoption and cross-selling opportunities.
• Achieve service quality and production standards by proactively identifying opportunities, cross-selling appropriate bank products, and consistently meeting client experience and performance expectations.

Account Executive at Mentor Mechanical Corp. (2024-06 – 2025-10)

• Drove full-cycle account management and business development initiatives, structuring proposals, negotiating service agreements, and overseeing invoicing processes that sustain an 85% on-time payment rate.
• Execute strategic outbound prospecting campaigns that opened 20+ new commercial accounts, expanding the overall client base by 80%.
• Conducted consultative needs assessments with property managers and stakeholders, identifying cross-sell opportunities that generate $20K+ in additional monthly recurring revenue.
• Strengthened client retention and satisfaction by delivering proactive communication, resolving service gaps, and providing tailored operational solutions.
• Analyzed revenue trends and account performance to refine sales strategy, improve closing ratios, and enhance long-term profitability.

Private Client Banker at JP Morgan Chase & Co. (2005-06 – 2023-12)

• Built and managed a portfolio of high-net-worth and mass-affluent clients, delivering customized banking, investment, and insurance solutions aligned with long-term financial objectives.
• Leveraged Series 7 and 63 licenses to recommend and facilitate investment products, retirement accounts, and brokerage services, contributing to consistent year-over-year revenue growth of 20%.
• Increased client referrals by 50% through proactive financial reviews, risk assessments, and strategic portfolio discussions.
• Expanded wallet share by cross-selling deposit accounts, lending products, and insurance solutions, consistently surpassing quarterly production targets.
• Acquired and onboarded 100+ new client relationships through business networking, community engagement, and referral-based prospecting.
• Collaborated with Financial Advisors, Mortgage Specialists, and Business Bankers to deliver comprehensive wealth strategies while ensuring full regulatory compliance.

High School Diploma – William H. Taft