Jamal Scott Email & Phone Number

Davie, Florida, United States

As a Financial Solutions Advisor at Bank of America, my role involves providing clients with personalized financial advice and solutions. I help clients develop comprehensive financial plans, manage investment portfolios, plan for retirement, and achieve other financial goals. I also offer guidance on tax and estate planning, insurance needs, and education funding. Regularly reviewing and adjusting clients' strategies to align with their evolving financial objectives is a key part of my job. Additionally, I educate clients on financial markets and investment options to empower them to make informed decisions.

Downtown Miami

As a Chase Private Client strategic emphasis on sales, significantly boosting revenue through collaborative efforts with financial advisors to attract new clients to the Chase Private Client platform. Specialized in commercial banking, I partnered with advisors who focused on investments, enhancing our holistic financial service offerings. Spearheaded customer engagement initiatives and cross-sold banking products to expand our commercial and investment banking reach. Actively participated in community events to strengthen local business relationships and promote our comprehensive financial solutions. Managed customer service excellence, ensuring swift resolution of issues to uphold high client satisfaction.

Miami, Florida, United States

Cultivated and maintained strong client relationships, delivering personalized financial solutions tailored to individual needs. Expertly guided customers through a variety of financial products and services including accounts, loans, and investment options. Excelled in identifying sales opportunities, driving the acquisition of new clients and cross-selling to existing ones to meet and exceed personal and branch sales targets. Ensured compliance with banking regulations and internal policies, while providing top-tier customer service and support. Actively participated in community events, enhancing Wells Fargo's community engagement and promoting financial literacy.

Aventura, Florida, United States

egan as a brand ambassador, quickly advancing to the role of Assistant Manager. In this position, I oversaw daily store operations, focusing on efficiency and strong sales performance. I was responsible for periodically redesigning the store layout to enhance the shopping environment and attract more customers. I led a team, managing the recruitment and training of new employees to ensure high standards of customer service and sales excellence. Additionally, I maintained inventory accuracy, coordinated promotional events to boost store traffic, and managed financials to ensure the store remained profitable and within budge

Associate Of Science - As, Computer Engineering

Ba, Finance

Bachelor Of Business Administration - Bba, Accounting And Finance, 3.2

Minor: Professional Sales

Bachelor Of Business Administration - Bba, Minor:Professional Sales, 3.6