Angela Sarver
Frisco,United States
Summary
Accomplished management professional with over 19 years of career progression in Banking compliance and operations. Proven effective leader skilled in development and oversight of high-performing, multi-disciplined and quality-oriented teams. Adept problem solver, employing creativity and innovation to overcome challenging and complex issues across employees, processes and costs. Focused and meticulous in all financial and regulatory compliance objectives to strategically plan and execute budgets, forecasts, cost-reduction techniques and safety initiatives. Outstanding communicator and well-versed in employee, vendor and partner relations.
Overview
17
17
years of professional experience
Work History
Business Relationship Manager
JPMorgan Chase
Dallas, TX
10.2022 - Current
- Managed portfolio of 100+ clients
- Provided advice for managing cash flow
- Complied with bank regulations
- Increased customer service scores by 20%
- Protect client accounts
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Worked with credit underwriters and cash management departments to facilitate communication and deliver personalized solutions to customers
Lending Officer
JPMorgan Chase
04.2021 - 10.2022
- Reviewed applications to determine compliance with loan-to-value (LTV) or debt-to-income (DTI) policy guidelines
- Entered client application data into loan processing systems to determine loan acceptance and amounts
- Explained mortgage loan options to assist potential clients in choosing appropriate financial products for individual circumstances
- Maintained consistent and updated client records in CRM system to improve data tracking and account service
- Referred outside assets to advisors for retirement strategy
- Safeguarded sensitive financial information, protecting client privacy through stringent compliance with data protection laws
- Developed relationships with local real estate agents to maintain a sales pipeline
- Conducted customer feedback surveys to improve service levels
- Completed audits and checklists to achieve regulatory compliance.
Branch Manager
JPMorgan Chase
12.2011 - 04.2021
- Designed sales and service strategies to improve revenue and retention
- Mentored staff to increase sales success and productivity
- Hired and trained a talented workforce equipped to meet financial targets and follow bank regulations
- Coached a team of 5 bankers to uncover financial goals for referrals to advisors
- Manage operations
- Performed audits
- Scheduled staff to meet demand utilizing a scheduling program for efficiency
- Delivered performance reviews and feedback
- Held security meetings
District Manager
JPMorgan Chase
01.2009 - 01.2011
- Selected, trained, and performance-managed staff to handle a high workload with ambitious targets
- Oversaw administrative team enabling front-line sales professionals to achieve quotas
- Optimized sales methods to best acquire, develop, and retain customers
- Motivated sales staff to continuously improve strategies through competitions and personalized coaching plans
- Diffused challenging situations using conflict management techniques
- Designed sales and service strategies to improve revenue and retention
- Built positive and productive relationships with store and field leadership
- Met deadlines by proactively managing individual and team tasks and streamlining processes
- Held meetings with director to identify techniques to overcome sales obstacles
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations
- Supervised 14 locations to enforce high-quality standards of operation
- Introduced cost-saving initiatives to reduce losses and increase profit margin
- Generated financial and operational reports to assist management with business strategy
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits
Branch Manager
JPMorgan Chase
03.2007 - 01.2009
- Selected, trained, and performance-managed staff to handle a high workload with ambitious targets
- Oversaw administrative team enabling front-line sales professionals to achieve quotas
- Optimized sales methods to best acquire, develop, and retain customers
- Motivated sales staff to continuously improve strategies through competitions and personalized coaching plans
- Held preliminary investment conversations with clients and referred to appropriate departments
- Diffused challenging situations using conflict management techniques
- Designed sales and service strategies to improve revenue and retention
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Attended to trade counter customers during high-traffic service hours to avoid service delays.
Education
Finance -
University Of Phoenix
Business -
CoshoctonJPMorganJPMorganJPMorganJPMorganJPMorganHondros College of Business
Cleveland, OHSkills
- Cybersecurity knowledge
- Financial crime compliance
- Problem-solving
- Confident
- Self-disciplined
- Operations Management
- Forecasting
- Solution Management
- Excellent Communication
- Banking
- Issue Resolution
- Critical Thinking
- Risk Mitigation
- Financial Services
Timeline
Business Relationship Manager
JPMorgan Chase
10.2022 - Current
Lending Officer
JPMorgan Chase
04.2021 - 10.2022
Branch Manager
JPMorgan Chase
12.2011 - 04.2021
District Manager
JPMorgan Chase
01.2009 - 01.2011
Branch Manager
JPMorgan Chase
03.2007 - 01.2009
Finance -
University Of Phoenix
Business -
CoshoctonJPMorganJPMorganJPMorganJPMorganJPMorganHondros College of Business