Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
12
12
years of professional experience
Work History
Business Relationship Manager
JPMorgan Chase
11.2021 - Current
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Participated in staff meetings to discuss innovative strategies to improve services.
Participated in industry events and trade shows to promote products and services.
Facilitated workshops and seminars to educate customers on product features and benefits.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Vice President, Private Client Branch Manager
JPMorgan Chase
07.2011 - 11.2021
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Collaborated with senior management to develop strategic initiatives and long term goals.
Identified opportunities to improve business process flows and productivity.
Aligned organizational objectives with company mission to increase business growth and integrate work strategies.