Jared Kling Email & Phone Number

Boca Raton, Fl, Us

West Palm Beach, Florida, United States

West Palm Beach, Florida Area

I understand that buying or selling a home is more than just a transaction: it’s a life-changing experience. That’s why I am dedicated to providing exceptional, personalized service for all of my customers. I take great pride in the relationships I have built and always work relentlessly on the customers behalf to help them achieve their real estate goals.Coastal Prestige Real Estate team of experts represents the best and brightest in the industry, and we’re always striving to lead the… Show more I understand that buying or selling a home is more than just a transaction: it’s a life-changing experience. That’s why I am dedicated to providing exceptional, personalized service for all of my customers. I take great pride in the relationships I have built and always work relentlessly on the customers behalf to help them achieve their real estate goals.Coastal Prestige Real Estate team of experts represents the best and brightest in the industry, and we’re always striving to lead the field in research, innovation, and consumer education. Today’s buyers and sellers need a trusted resource that can guide them through the complex world of real estate. With our extensive knowledge and commitment to providing only the best and most timely information to our customers, we are your go-to source for real estate industry insight and advice. Show less

Miami/Fort Lauderdale Area

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Fort Lauderdale, Florida

Duties and Responsibilities:1. Develop and maintain a profitable level of securities sales that meet recognized needs of properly qualified clients and the bank's need for income.2. Maximize the sales opportunities being created by the branch system and improve upon historical results through full time concentration upon the sales effort.3. Determine specific client needs and see that appropriate market transactions are executed on a timely basis.4. Properly record… Show more Duties and Responsibilities:1. Develop and maintain a profitable level of securities sales that meet recognized needs of properly qualified clients and the bank's need for income.2. Maximize the sales opportunities being created by the branch system and improve upon historical results through full time concentration upon the sales effort.3. Determine specific client needs and see that appropriate market transactions are executed on a timely basis.4. Properly record transactions and inquiries and see that client files are correctly completed and maintained to conform to regulatory policies.5. Keep current on all products offered through the Investment Sales Department.6. Conduct investment product educational seminars for bank personnel and as necessary for clients and potential clients.7. Continually represent the total bank in all client interaction and outside relationships, and view every public contact as an opportunity to see the total bank and all of its services through appropriate referrals.8. Develop a business plan for the region served and update annually. Show less

Tamarac Florida

I am responsible for performing intermediate duties and support related to branch operational activities and financial services; processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate… Show more I am responsible for performing intermediate duties and support related to branch operational activities and financial services; processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services The position of Personal Banker also is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications, and is required to provide leadership, training and support to less experienced New Account Representatives and other branch staff members. Show less

Fort Lauderale, Florida Area

Identified, Qualified and Established Relatioships with High Net Worth Individuals in the securities industry as well as maintaining customer accounts and raising new assets.

Boca Raton Florida

Developed a client base through cold-calling, serviced new and existing clients with account opening process.

Criminal Justice/Behavioral Science

Real Estate

Education record