Joel Ng
About Joel Ng
Joel Ng is a Private Client Banker at Chase with over five years of sales experience across various industries. He holds a Bachelor of Arts in Psychology from San Jose State University and employs a goals-based approach to wealth management and lending services.
Work at Chase
Joel Ng currently serves as a Private Client Banker at Chase, a position he has held since 2021 in The Woodlands, Texas. In this role, he focuses on delivering an unmatched customer experience through the Private Client banking platform. Prior to this position, he worked as a Relationship Banker at Chase from 2019 to 2021, where he developed skills in wealth management and customer service. His experience at Chase has allowed him to utilize a goals-based approach to wealth management, business, and home lending services.
Previous Experience in Banking
Before joining Chase, Joel Ng worked at Bank of America as a Relationship Manager from 2017 to 2018. His experience in this role contributed to his understanding of client relationship management in the banking sector. Additionally, he worked at T-Mobile as a Retail Sales Associate from 2015 to 2016 in San Jose, California. This diverse background in sales across various industries has equipped him with valuable skills applicable to his banking career.
Education and Expertise
Joel Ng studied at San Jose State University, where he earned a Bachelor of Arts (B.A.) in Psychology from 2013 to 2017. His educational background provides him with insights into human behavior, which can enhance his ability to connect with clients and understand their needs in the banking sector. This academic foundation supports his expertise in providing tailored financial solutions.
Sales Experience
With over five years of experience in sales across various industries, Joel Ng has developed a strong skill set in customer engagement and relationship building. His roles in retail and banking have allowed him to refine his sales techniques and adapt to different market demands. This extensive experience contributes to his effectiveness in his current role as a Private Client Banker.
Personal Interests
In his free time, Joel Ng enjoys working out and spending time with family. These activities reflect his commitment to maintaining a balanced lifestyle, which can positively influence his professional performance and client interactions.