Financial Guidance in Bayside
In an industry often driven by metrics and automation, Ujala Tajammal has built her career on something more enduring: trust, empathy, and service. As Vice President and Private Client Banker at JP Morgan Chase, Ujala has spent over eleven years guiding the Bayside community with personalized financial strategies that empower individuals, families, and small businesses to achieve long-term success.
Her approach goes beyond transactions. Ujala’s strength lies in building lasting relationships—rooted in listening, compassion, and a commitment to excellence. Holding Series 6, Series 63, and Life & Health Insurance licenses, she offers comprehensive support in areas like money management, financial planning, estate coordination, and retirement strategies.
Her consistent performance has not gone unnoticed: Ujala has ranked in the top 10% of all Private Client Bankers nationwide and has earned the National Achiever title for five consecutive years—recognized for her excellence in client engagement and product adoption.
But beyond the accolades, it’s the stories from her clients that truly speak volumes. One grateful client shared a heartfelt letter after the passing of her 97-year-old father, describing Ujala as “a breath of fresh air” in an era of impersonal banking. “She gave him her time, her expertise, and tender loving care,” the client wrote. “Now that he has passed, she has made it easy for us to wrap up his estate. She is a wonderful person and professional who gives great advice and TLC.”
Another client, who transferred to Chase in 2021 after 20 years at another institution, described Ujala as the reason for their move—and continued loyalty. Ujala’s support through their son’s health crisis, her ability to anticipate client needs, and her consistent follow-through left a deep and lasting impact. “I sincerely hope Ms. Tajammal will get credit—or better yet, a promotion—for her exceptional work. My son is doing great, and we are both Chase Bank customers today because of her.”
Even leadership has taken note. In a LinkedIn post, Gabriel Morales, Executive Director and Market Director at JPMorgan Chase, highlighted her efforts during a visit to the Bay Terrace branch: “Special shout-out to PCB Ujala Tajammal for going above and beyond for our clients.”
For Ujala, these moments define her purpose: “To provide people with personalized guidance by creating customized plans to empower and support them.” Many of her clients have become like extended family—trusted relationships built on care, consistency, and a true investment in their success.
From new account openings to multi-generational wealth planning, Ujala Tajammal continues to be a trusted pillar in Bayside’s financial landscape. Her story is not only one of achievement, but of authentic service—proving that true professionalism begins and ends with people.
Ujala is a proud graduate of St. John’s University, where she majored in Economics—a foundation that continues to shape her analytical approach to financial planning.
