Private Client Banker
J.P. Morgan Chase Bank N.A.
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Jonathan Wolfe Email & Phone Number
Private Client Banker
at
J.P. Morgan Chase Bank N.A.
1 work email found
@chase.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Client Banker
Location
Vancouver, Washington, United States
Who is Jonathan Wolfe? Overview
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Quick answer
Jonathan Wolfe is listed as Private Client Banker at J.P. Morgan Chase Bank N.A., based in Vancouver, Washington, United States. AeroLeads shows a work email signal at chase.com and a matched LinkedIn profile for Jonathan Wolfe.
Jonathan Wolfe previously worked as Ice Hockey Official at Usa Hockey and Private Client Banker at J. P. Morgan Chase Bank, N.A.. Jonathan Wolfe holds Bachelors Of Interdisciplinary Studies, Business And Economics from Arizona State University.
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{first}.{last}@chase.com
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Profile bio
About Jonathan Wolfe
As a Private Client Banker at JP Morgan Chase, I have over 10 years of experience in the financial services industry, helping high-net-worth clients achieve their financial goals and dreams. My core competencies include customer relationship management, retirement planning, and investing.In my current role, I manage a portfolio of over 450 clients with assets exceeding $100 million, collaborating with a team of specialists and advisors to offer a comprehensive range of products and services. I also develop and execute strategies to attract, retain, and deepen relationships with new and existing clients, and to increase client satisfaction and loyalty. I value integrity, teamwork, and excellence, and I strive to uphold the highest standards of service and professionalism in every interaction.
Listed skills include Customer Relations, Customer Service, Writing, Database Administration, and 38 others.
Current workplace
Jonathan Wolfe's current company
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14 roles
Jonathan Wolfe work experience
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Ice Hockey Official
Private Client Banker
J. P. Morgan Chase Bank, N.A.
• Act as the primary point of contact for a select group of affluent clients and other customers, providing exceptional service and building lasting relationships• Utilize a proactive approach to manage clients' banking relationship, ensuring their financial needs are met through tailored advice and recommendations• Collaborate with colleagues and work as part of a team to achieve business results, fostering a culture of excellence and exceeding customer expectations• Drive growth in client balances by actively soliciting referrals and leveraging internal and external sources to acquire new clients• Partner with specialists such as Private Client Advisor, Home Lending Advisor, and Business Relationship Manager to assist with specialized financial needs• Enhance client convenience by promoting and setting up self-service options
Ice Hockey Official
• Officiate youth hockey fairly to promote good sportsmanship.• Communicate effectively with coaches, parents and participants.• Mentor new and upcoming officials.• 2021 USA Hockey Youth Nationals
Premier Client Relationship Consultant
- Built and fostered relationships with clients via multiple channels, including in-person, and virtually.- Engaged clients to provide tailored financial counsel, assessing and their banking needs effectively.- Demonstrated and educated clients on available deposit and loan products and services, recommending solutions based on individual goals and needs.- Maintained a strong working knowledge of consumer and business banking products, including digital offerings, to provide optimal client experience.- Collaborated with branch team members and partners to best serve clients, opening new consumer and business accounts, completing service requests, and submitting credit applications.- Proactively educated clients on emerging digital products and services, optimizing the client experience with operational excellence and accuracy.
Jun 2024 - Oct 2024
Private Client Banker
• Act as the primary point of contact for a select group of affluent clients and other customers, providing exceptional service and building lasting relationships• Utilize a proactive approach to manage clients' banking relationship, ensuring their financial needs are met through tailored advice and recommendations• Collaborate with colleagues and work as part of a team to achieve business results, fostering a culture of excellence and exceeding customer expectations• Drive growth in client balances by actively soliciting referrals and leveraging internal and external sources to acquire new clients• Partner with specialists such as Private Client Advisor, Home Lending Advisor, and Business Relationship Manager to assist with specialized financial needs• Enhance client convenience by promoting and setting up self-service options
Sep 2021 - May 2024
Relationship Banker
• Deepen relationships with high net worth client to add additional products.• Work directly with specialists including Financial Advisor, Home Lending Advisor, Business Relations Manager• Coach Associates on opportunities to refer clients for additional products• Proactively reached out to client to discover financial needs and provide the best product recommendations.
Jan 2016 - Sep 2021
Retirement Specialist
- Sell Small Business Plans including SEP, SIMPLE, and Individual 401(k) products. - Assist clients with complex issues on retirement accounts.- Small business expert for SEP, SIMPLE, 403(b) and Individual 401(k) products.- Develop communication strategy for department.- Collaborate with other departments on many retirement accounts.
Dec 2013 - Dec 2015
Team Lead
• Supervise team of 12 temporary employees. • Train and coach the employees on customer service and retirement accounts.• Evaluate performance and help improve performance.
Oct 2014 - Feb 2015
Client Relationship Associate
-Identify client issues to develop a solution to problems.-Guide clients through investment choices.
Jul 2013 - Dec 2013
Enrollment Advisor
-Communicate with students on the phone to identify educational goals and deliver program details. -Work with Finance and Academic departments to enhance student experience. -Assist student in the enrollment process and support student in online class setting.-Selected for specialized training program
Sep 2010 - Jul 2013
Valet Attendent
• Provided quality customer service experience.• Led team of employees and coordinated tasks to be completed.• Organized events to ensure smooth efficient process.• Handled cash and made weekly deposits into company bank account.• Responsible for new employee training in meeting high service standards.
Jul 2004 - Sep 2010
Housing Associate Intern
Professional Sports Services
• Created Marketing Materials to increase sales of rental units.• Created newsletters to gain interest from Major League players in extended spring training.• Exceed revenue growth goal by contacting customers.• Ensured quality of rental unit before client arrived.• Maintained Inventory and organization of warehouse storage.• Worked with local business to fill units in downtown Phoenix
Dec 2009 - May 2010
Sales Intern
• Assistant to sales representative.• Made prospecting calls to potential clients.• Compiled information packets specific to each account.
May 2009 - Nov 2009
3 education records
Jonathan Wolfe education
Bachelors Of Interdisciplinary Studies, Business And Economics
Arizona State University
Masters Of Business Administration, Global Management
University Of Phoenix
Master Of Business Administration - Mba, International/Global Studies
University Of Phoenix
FAQ
Frequently asked questions about Jonathan Wolfe
Quick answers generated from the profile data available on this page.
What company does Jonathan Wolfe work for?
Jonathan Wolfe works for J.P. Morgan Chase Bank N.A..
What is Jonathan Wolfe's role at J.P. Morgan Chase Bank N.A.?
Jonathan Wolfe is listed as Private Client Banker at J.P. Morgan Chase Bank N.A..
What is Jonathan Wolfe's email address?
AeroLeads has found 1 work email signal at @chase.com for Jonathan Wolfe at J.P. Morgan Chase Bank N.A..
Where is Jonathan Wolfe based?
Jonathan Wolfe is based in Vancouver, Washington, United States while working with J.P. Morgan Chase Bank N.A..
What companies has Jonathan Wolfe worked for?
Jonathan Wolfe has worked for J.P. Morgan Chase Bank N.A., Usa Hockey, J. P. Morgan Chase Bank, N.A., U.S. Bank, and Jpmorgan Chase & Co..
How can I contact Jonathan Wolfe?
You can use AeroLeads to view verified contact signals for Jonathan Wolfe at J.P. Morgan Chase Bank N.A., including work email, phone, and LinkedIn data when available.
What schools did Jonathan Wolfe attend?
Jonathan Wolfe holds Bachelors Of Interdisciplinary Studies, Business And Economics from Arizona State University.
What skills is Jonathan Wolfe known for?
Jonathan Wolfe is listed with skills including Customer Relations, Customer Service, Writing, Database Administration, Teamwork, Phone Etiquette, Collaborative Problem Solving, and Microsoft Office.
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