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Jenn Smith Email & Phone Number
Client Associate, Authorized Officer
at
UBS
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Associate, Authorized Officer
Location
Greater Phoenix Area, United States
Company size
Who is Jenn Smith? Overview
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Quick answer
Jenn Smith is listed as Client Associate, Authorized Officer at UBS, a with 28 employees, based in Greater Phoenix Area, United States. AeroLeads shows a matched LinkedIn profile for Jenn Smith.
Jenn Smith previously worked as Senior Premier Relationship Manager, Vice President at Bmo Us and President at Style By Jenn Smith Llc. Jenn Smith holds Bachelor Of Arts - Ba, Organizational Leadership, 4.0 from W. P. Carey School Of Business – Arizona State University.
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UBS
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Profile bio
About Jenn Smith
Forward thinking influencer, with financial leadership, and entrepreneurial background. My mission is to help others get clear about their vision, and gain their financial confidence.
Current workplace
Jenn Smith's current company
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Ubs
9 roles
Jenn Smith work experience
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Senior Premier Relationship Manager, Vice President
Current2024 Diversity Equity & Inclusion Council Member- Specialty Sales GroupCo-Chair BWB ERG Southern RegionPremier x Hispanic/Latino Pilot SBA and Premier Insurance Pilot
Oct 2022 - Present
President
Style By Jenn Smith Llc
Women’s Fashion business. Managed one intern and 3 operations and support employees. Direct mentor and leader to 22 other business owners who I helped recruit, onboard in the business, and shared in growth of profits. Direct sales annual revenue of $300K per year and additional $700K team revenue. Top 1% in sales for the National brand 5 years running.
Jan 2017 - Jan 2023
Senior Premier Banker Ii, Vice President
Working within a partnership with a Financial Advisor, assist affluent clients to achieve their financial goals as the relationship manager. Directly responsible for clients lending and deposit relationship while cross-selling investment portfolio relationships through financial plan. Work closely with Trust advisors, Wealth Advisors and Commercial Bankers. Lead of joint client meetings. Lending Champion for Premier Bankers in AZ & FL Market. Lead market trainings, and was the liaison for our Premier Bankers and consumer lending operations department. Came in as the expert in home lending to assist with any complex loan applications for the market. Mentored 3 Universal Bankers in the Scottsdale market. First Wealth Champion with Private Bank in AZ market.Ranked Top 1% in the company for 2016 and 2017 earning Top Performer trips. Lending Champion for Market of 13 Premier Bankers. Reviewed files in jeopardy of turn downs and liaison between consumer lending operations and Premier Market. Lead Change management processes for home equity and mortgage lending in Premier. Consistently performed at 150%+ to deposit, lending, investment and cross sell metrics every year. Promoted from Personal Banker, Officer to Assistant Branch Manager, AVP Promoted from Assistant Branch Manager, AVP to Sr. Premier Banker, VPCreated Canadian Relationship Marketing presentations approved by BMO. Lead weekly meetings for high performing Canadian branches to bridge the gap for our Canadian clients on product offerings. AZ WISE Chapter Member and Chair of the Volunteering Committee. Lending Panel Expert for Scottsdale Market
Jan 2015 - Jul 2018
Customer Experience Manager, Avp
First to pilot Customer Experience Manager role in Arizonaand Florida region. Met regularly on a panel with top executives to discuss process improvements for the role. Ranked #1 in the company in 2014Managed both service and sales employees at one of the highest revenue producing branches in the AZ/FL region. In charge of maintaining branch audit records, client experience surveys as well as sales.
Jan 2014 - Jan 2015
Senior Personal Banker, Officer
Ranked top 10 in the Region year over year. Created Canadian Relationship Marketing presentations approved by BMO. Lead weekly meetings for high performing Canadian branches to bridge the gap for our Canadian clients on product offerings. AZ WISE Chapter Member and Chair of the Volunteering Committee. Lending Panel Expert for Scottsdale Market
Aug 2012 - Jan 2014
Citigold Relationship Banker
Oversaw branch events such as Small Business Highlights, Citigold Customer Appreciation Nights, Kaiser Permanente Employee Appreciation Day and Bank at Work Presentations.• Ranked in the top 3% sales for the company during the 2012 year. Performed at 100% in KDS (customer service surveys) for the 2012 year. Certified to open NRA international accounts. One of two bankers in the state.
Apr 2010 - Jul 2012
Personal Banker
Team lead for Red Hawk Casino Bank at Work event and Sierra College Financial Awareness event. Partnered with Business Specialist, Licensed Banker, Private Banker, Financial Advisor and Mortgage Banker in client meetings to maximize client experience.• Managed a book of business of over 200 new clients• Achieved Gold level sales for the year of 2010• Averaged 92% in perfect customer service surveys for 2010
Apr 2007 - Apr 2010
Manager Wells Fargo Financial
Branch credit manager. Mentored staff of 5 credit managers and a loan processor. Sourced and processed first and second mortgages, home equity loans, auto loans, and personal loans. Specialized in loan consolidations. Used underwriting guidelines to ensure smooth application process. Completed loan closing procedures for all new loans in an office of 5 Credit Managers. Attained monthly goals, sourcing and closing a minimum of 15 loans per month including 2 first mortgages.• Led team meetings, conference calls, and marketing strategies for a district of 5 branches
Oct 2006 - Apr 2008
2 education records
Jenn Smith education
Bachelor Of Arts - Ba, Organizational Leadership, 4.0
Psychology
FAQ
Frequently asked questions about Jenn Smith
Quick answers generated from the profile data available on this page.
What company does Jenn Smith work for?
Jenn Smith works for UBS.
What is Jenn Smith's role at UBS?
Jenn Smith is listed as Client Associate, Authorized Officer at UBS.
Where is Jenn Smith based?
Jenn Smith is based in Greater Phoenix Area, United States while working with UBS.
What companies has Jenn Smith worked for?
Jenn Smith has worked for Ubs, Bmo Us, Style By Jenn Smith Llc, Bmo Harris Bank, and Citi.
Who are Jenn Smith's colleagues at UBS?
Jenn Smith's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Jenn Smith?
You can use AeroLeads to view verified contact signals for Jenn Smith at UBS, including work email, phone, and LinkedIn data when available.
What schools did Jenn Smith attend?
Jenn Smith holds Bachelor Of Arts - Ba, Organizational Leadership, 4.0 from W. P. Carey School Of Business – Arizona State University.
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