Phillis Persaud-Nath

Highly analytical and detail-oriented professional with an aptitude for delivering sales and servicing support to assist financial advisors and financial consultants. Instrumental in performing a diverse range of complex administrative tasks, such as handling telephone calls/inquiries, developing research reports, and resolving account issues. Able to escalate banking-related issues and business risks, requiring in-depth evaluation of multiple factors.

Adept at advising customers on various aspects of recommended and available products/services. Capable of identifying client needs for business, mortgage, retirement, and investment services and collaborating with peers in business banking, mortgage, and wealth and investment management to meet those requirements and achieve overall financial circumstances and goals.

Privat Client Banker at JP Morgan Chase (2022-01 – Present)

Delivering comprehensive concierge services to address all facets of clients' financial needs. Offering tailored recommendations designed to help clients achieve and surpass their financial objectives and aspirations. Collaborating closely with pertinent Financial Partners to ensure optimal outcomes. Fostering long-term relationships and supporting generational wealth planning.

Relationship Banker & Home Mortgage Consultant at Wells Fargo (2016-01 – 2022-12)

• Engage with clients professionally by identifying their home financing needs and presenting tailored recommendations to achieve optimal satisfaction.
• Expand the client portfolio through the development and maintenance of strong internal and external partnerships.
• Maintain a strategic focus on driving significant revenue growth and fostering repeat business by designing and executing comprehensive business plans.
• Commended for nurturing excellent customer relationships, resulting in improving the brand's repute in the market.
• Maintain a track record of consistent meeting and exceeding goal expectations.

Account Manager at Royal Bank of Canada (2012-01 – 2015-12)

• Facilitated attainment of client's financial goals by devising and executing detailed financial plans.
• Supported data-driven decision-making process by maintaining comprehensive documentation of client transactions with accuracy and precision.
• Performed in-depth credit checks and recommended options.
• Trained and coached new representatives to unlock full potential and improve skills set pertaining to sales/credit management.
• Grew branch business significantly through strategic vision, planning, and execution.

Office Manager at Mortgage Intelligence (2007-01 – 2012-12)

• Drove all aspects of the application process, from interviewing to completion.
• Provided robust administrative support by managing agents' schedules.
• Delivered financial recommendations to clients by conducting discovery interviews.
• Promoted and coordinated lender meetings/events as well as organized client appreciation events and educational seminars.
• Rendered operational direction to high-performing 10 reps with the goal to meet and exceed set objectives.
• Ensured complete adherence with defined processes to pass audit compliance requirements.

Compliance Liaison to Advisors at Manulife Financial

Executive Assistant to CEO | Branch Manager Investment Planning Counsel

Personal Banking Representative at CIBC

Mortgage FSU 101 – Conestoga College