Courtney Criss
About Courtney Criss
Courtney Criss is a Private Client Banker at Chase, where she has worked since 2016 in New York, New York.
Work at Chase
Courtney Criss has been employed at Chase since 2016, serving as a Private Client Banker. In this role, she provides personalized banking services to high-net-worth clients. Her responsibilities include managing client relationships, offering financial advice, and facilitating various banking transactions. Based in New York, New York, she has accumulated eight years of experience in this position, contributing to the financial well-being of her clients.
Background
Courtney Criss has established her career in the banking sector, specifically focusing on private client services. Her tenure at Chase has allowed her to develop a deep understanding of financial products and services tailored for affluent clients. Working in New York, a major financial hub, has provided her with exposure to a diverse clientele and complex financial needs.
Expertise in Private Banking
As a Private Client Banker, Courtney Criss possesses expertise in wealth management and client relationship management. She is skilled in assessing the financial goals of her clients and providing tailored solutions to meet those objectives. Her role requires a strong understanding of investment strategies, credit products, and risk management.