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Qualifications

Self motivated to expand knowledge to be an effective leader


Proven record of working with a team to maximize time and effort
Extremely organized and detail oriented
Motivated by challenging projects and a fast paced environment
Driven to take the initiative to be successful
Experience
JPMorgan Chase Bank February 2005-Present
Assistant Vice President Business Banking Manager August 2009-Present
Exceeding expectation of best in class performance in branch P & L in categorie
s of acquisition, retention, balance growth, and sales credit income to the bran
ch
Meeting monthly sales goals of 20% business to consumer ratio
On average out performing monthly sales goal of 25 new client relationships
Manage a portfolio of 75 existing business premier clients with average balance
s of greater than 25K
* Ensuring customers are maximizing the bank to their favor
* Meeting with customers two to three times per year to keep up with changes in
the business cycle
Solely responsible for proactively soliciting business in the surrounding commu
nity to expand current book of business
Currently nationally ranked in the top 40% of business managers in the country
in less than 7 months in the role
Small Business Specialist July 2008-August 2009
Meeting monthly sales goals by meeting as many new and existing clients
Utilizing resources of business partners, investment specialist and loan office
rs to ensure clients receive the best overall experience with Chase
Ranked in the top 100 for 2008
* Year end rank 95 of 300
Nationally ranked in the top 800 for PB/SBS in 2008
* Year end ranking 696 of over 5000
3rd in the Southwest market for Mortgage sales in 2008
Over $2 million in investments for 2008
$4.75 million in total loan production in 2008
* $210k business loans
* $1.36 million mortgage loans
* $202K consumer loans, HELOC, auto, personal
Personal Banker May 2007-July 2008
Expand opportunities for client and company by partnering with retail lending,
small business, financial services to ensure customer satisfaction
Maximized opportunities for incentive by packaging selling products and service
s in all lines of business and by proactively leveraging customers within book o
f business

Sales & Service Associate Feb 2007-May 2007


Top SSA for 1st quarter in 2007
Created leads and recognized prospects for bankers
Performed all customer service issues for branch
Teller Feb 2005-Feb 2007
Service Star Award nominee and winner May 2006
Meeting referral goals to help bankers meet branch goals
Education
University of Texas-Arlington December 2006
Bachelor of Arts in Communication
Emphasis in Public Relations
Minor in English
Licensure
Series 6, 63, and Life and Health 2007
Skills
Knowledge of both MAC and PC applications
Proficient with Microsoft office Word, Excel and Power Point

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