Mario J Montesinos
About Mario J Montesinos
Mario J Montesinos serves as the Assistant Vice President and Private Client Banker II for Small Business at Chase, bringing over 20 years of experience in the banking sector. He has held various roles at notable institutions including Bank of America, JPMorgan Chase & Co., and HSBC.
Current Role at Chase
Mario J Montesinos serves as Assistant Vice President and Private Client Banker II in the Small Business division at Chase. He has held this position since 2021, working in the Village of Merrick Park, Coral Gables. In this role, he focuses on providing personalized banking solutions to small business clients, leveraging his extensive experience in the financial sector.
Previous Experience at Bank of America
Before joining Chase, Mario Montesinos worked at Bank of America as a Relationship Manager and Business Owner Specialist from 2017 to 2021. During his four years in Pinecrest, Florida, he specialized in managing relationships with business owners, offering tailored financial services to meet their unique needs.
Experience at JPMorgan Chase & Co.
Montesinos spent a decade at JPMorgan Chase & Co. as a Private Client Banker and Relationship Banker from 2007 to 2017 in Miami, Florida. His role involved managing high-net-worth clients and providing comprehensive banking solutions, which contributed to his expertise in client relationship management.
Educational Background
Mario Montesinos studied at the University of Miami, where he earned a Master of Arts (M.A.) in International Business and InterAmerican Studies from 1996 to 1998. He also completed a Bachelor of Business Administration (B.B.A.) in Economics at the University of Miami - School of Business from 1992 to 1996. His education provided a strong foundation for his career in finance.
Past Roles at Other Financial Institutions
Prior to his roles at Bank of America and JPMorgan Chase, Montesinos worked at BankAtlantic as an Assistant Vice President from 2001 to 2005, and at HSBC as a Senior Loan Officer from 2005 to 2007. These positions helped him develop a diverse skill set in banking and client services.