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Assistant vice president business banking manager at JPMorgan Chase bank. Responsible for managing portfolio of 75 existing business premier clients with average balance s of greater than 25K. Nationally ranked in the top 40% of business managers in the country in less than 7 months in the role small business specialist.
Assistant vice president business banking manager at JPMorgan Chase bank. Responsible for managing portfolio of 75 existing business premier clients with average balance s of greater than 25K. Nationally ranked in the top 40% of business managers in the country in less than 7 months in the role small business specialist.
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Assistant vice president business banking manager at JPMorgan Chase bank. Responsible for managing portfolio of 75 existing business premier clients with average balance s of greater than 25K. Nationally ranked in the top 40% of business managers in the country in less than 7 months in the role small business specialist.
Авторское право:
Attribution Non-Commercial (BY-NC)
Доступные форматы
Скачайте в формате TXT, PDF, TXT или читайте онлайн в Scribd
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