Jaden Burton
Seaford
Summary
Client-focused finance professional with a strong foundation in financial services, relationship management, and confidential client support. Currently pursing MBA with a concentration in Business analytics. Holds a Bachelor’s degree in Finance, an Associate’s degree in Business Administration, and a FinTech Certificate. Experienced in supporting client relationships, coordinating across teams, and maintaining strict confidentiality within regulated financial environments. Known for professionalism, attention to detail, and delivering a first-class client experience aligned with private banking standards.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Inside Sales Representative
FBM
02.2026 - Current
- Developed strong client relationships through effective communication and understanding of customer needs.
- Answered customers' questions regarding products, prices, and availability.
- Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
Personal Banker
WSFS Bank
05.2023 - 02.2026
- Provide daily support to client relationships by managing account activity, service requests, and financial documentation with professionalism and discretion.
- Serve as a trusted point of contact for clients, addressing complex banking needs while ensuring a premium client experience.
- Support lending, deposit, and credit solutions by gathering financial information and coordinating with internal partners.
- Utilize CRM and banking platforms to track client interactions, follow-ups, and relationship activity.
- Consistently exceed client satisfaction benchmarks and contribute to branch performance goals.
Education
MBA - Business Analytics
Wilmington University
New Castle, DE05-2027
Bachelor of Science - Finance
Wilmington University
New Castle, DE12-2025
Associate of Applied Science - Business Administration
Delaware Technical Community College
05-2023
Skills
- Client Relationship Support
- Consumer Banking Operations
- Financial Products & Account Structures
- Confidential Data Handling
- Client Onboarding & Documentation
- Cross-Functional Coordination
- Risk & Compliance Awareness
- Microsoft Excel & Office Suite
- CRM & Financial Systems
Certification
FinTech Certificate — Wilmington University (2024)
Languages
English
Native or Bilingual
Timeline
Inside Sales Representative
FBM
02.2026 - Current
Personal Banker
WSFS Bank
05.2023 - 02.2026
MBA - Business Analytics
Wilmington University
Bachelor of Science - Finance
Wilmington University
Associate of Applied Science - Business Administration
Delaware Technical Community College