Sean Harris
About Sean Harris
Sean Harris is a Private Client Banker II at Chase in Baton Rouge, Louisiana, with five years of experience in the banking sector. He specializes in cash management, real estate advising, and client relations, drawing on a diverse background in various roles across multiple companies.
Work at Chase
Sean Harris has been employed at Chase as a Private Client Banker II since 2019. In this role, he specializes in managing cash controls, which includes overseeing deposits, variances, and audits. He provides advisory services to both commercial and residential clients, focusing on real estate and home lending opportunities. His responsibilities also include producing weekly action plan reports for the sales team by analyzing data metrics, which aids in identifying client needs and offering suitable solutions through available products and services.
Previous Employment Experience
Before joining Chase, Sean Harris held various roles in different organizations. He worked as a Marketing Intern at the University of Louisiana Federal Credit Union from 2014 to 2015. He also served as a Telecommunications Administrator at Best Buy from 2013 to 2016. Additionally, he gained experience as a Driver Helper at UPS for a month in 2012 and as an Electronic Sales Specialist at Sears for three months in 2013. His role as an Account Manager at AT&T from 2016 to 2019 involved advising affluent clients on investment vehicles to conserve or grow their assets.
Education and Expertise
Sean Harris earned a Bachelor of Business Administration (BBA) in Marketing from the University of Louisiana at Lafayette, completing his studies from 2012 to 2017. His educational background supports his expertise in operational management, with a specific focus on workplace ergonomics. He also possesses skills in de-escalating irate customer interactions, which enhances his ability to maintain positive client relations.
Client Advisory and Relationship Management
In his professional capacity, Sean Harris advises clients on various financial matters, including personal credit analysis and coaching. He specializes in introductory cold-calling for lead generation, which is essential for building and maintaining client relationships. His approach to uncovering client needs allows him to provide tailored solutions using the products and services available to him.