Daniel Wright
About Daniel Wright
Daniel Wright is a Private Client Banker at Chase, where he has worked since 2019. He has previous experience in banking and finance, including roles at U.S. Bank and SC Distributors.
Work at Chase
Daniel Wright has been employed at Chase as a Private Client Banker since 2019. In this role, he provides personalized banking services to high-net-worth clients, focusing on wealth management and financial planning. His responsibilities include assessing client needs, recommending appropriate financial products, and maintaining strong client relationships. Wright's experience in the banking sector enhances his ability to deliver tailored solutions to clients.
Previous Experience in Banking
Prior to his current role at Chase, Daniel Wright gained extensive experience in the banking industry. He worked at U.S. Bank from 2014 to 2018, where he held several positions including Teller, Senior Teller, and Banker. His roles involved handling customer transactions, providing account services, and assisting clients with their banking needs. He also worked as an Internal Wholesaler at SC Distributors for 11 months in 2018, where he focused on sales and client relations.
Education and Expertise
Daniel Wright studied at Orange Coast College from 2015 to 2017, where he earned a degree in English Language and Literature. This educational background has equipped him with strong communication skills, which are essential in his current role as a Private Client Banker. His expertise in financial services, combined with his educational qualifications, enables him to effectively engage with clients and address their financial concerns.
Background in Customer Service
Daniel Wright's career in customer service began at U.S. Bank, where he worked as a Teller and later as a Senior Teller. His experience in these positions involved direct interaction with customers, providing assistance with their banking transactions, and ensuring a high level of service. This foundation in customer service has been instrumental in his development as a Private Client Banker, where client satisfaction is a priority.