Jaden Burton
Personal Banker
Seaford
Summary
Detail-oriented and client-focused Personal Banker with an Associate’s in Business Administration and a FinTech Certificate, currently pursuing a bachelor’s degree in Finance at Wilmington University. Skilled in building strong customer relationships, advising on financial products, and leveraging technology to improve banking services. Seeking a long-term career position in finance where I can contribute analytical expertise, sales growth, and customer service excellence.
Overview
2
2
years of professional experience
1
1
Certification
1
1
Language
Work History
Personal Banker
WSFS Bank
05.2023 - Current
- Build and maintain long-term client relationships through personalized financial guidance and solutions.
- Advise customers on deposit accounts, loans, credit cards, and investment products to meet financial goals.
- Process account openings, transactions, and service requests while ensuring regulatory compliance.
- Identify cross-selling opportunities to drive revenue growth and deepen client relationships.
- Consistently exceed branch sales goals and customer satisfaction targets.
- Utilize CRM tools and financial software to track customer needs and follow-up opportunities.
Education
Bachelor's Degree - Finance
Wilmington University
New Castle, DE12.2025
Associate of Applied Science - Business Administration
Delaware Technical Community College
DE 05.2001 -
Skills
- Personal Banking & Financial Advising
- Customer Relationship Management (CRM)
- Consumer Lending & Deposit Products
- Cross-Selling & Revenue Growth Strategies
- Compliance & Risk Management
- Digital Payments & FinTech Solutions
- Blockchain & Cryptocurrency Fundamentals
- Microsoft Excel (Advanced) & Data Analysis
- Account Management & Client Retention
- Sales & Service Excellence
Certification
FinTech Certificate – Wilmington University (2024)
Timeline
Personal Banker
WSFS Bank
05.2023 - Current
Associate of Applied Science - Business Administration
Delaware Technical Community College
05.2001 -
Bachelor's Degree - Finance
Wilmington University
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