Anntonika Whittaker
Chula Vista,CA
Summary
Proficient in delivering comprehensive financial education and personalized coaching and mentorship services to individuals seeking to enhance their financial literacy and achieve their financial goals. Community professional with experience in community development (CRA), grantmaking and government relations at financial institutions, government agencies, and nonprofit organizations. Established reputation as thought leader in San Diego market. Extensive experience building strategic partnerships with internal firm partners, external stakeholders, and advocacy groups to promote firm’s objectives and manage reputational risk. Have led and executed complex, cross-functional organization-wide projects and events.
Overview
21
21
years of professional experience
Work History
Vice President, Community Manager
JP Morgan Chase
10.2020 - Current
- Leverage national community playbook to develop local community engagement strategy that is responsive and impactful to local stakeholders’ financial education needs (nonprofit organizations, schools, chambers, etc.)
- Develop local strategy to implement community and business development plan in San Diego.
- Analyze and recommend cost of financial management of organization's programs, sponsorships, and administrative operations.
- Provide advice on effective and efficient methods for acquisition and use of funds to support organization programs and community engagement.
- Deliver comprehensive financial education and personalized coaching and mentorship services to individuals seeking to enhance their financial literacy and achieve their financial goals.
- Leverage prior experience and relationships with industry peers at Chase Community Engagement and Government Relations teams to ensure collaborative and aligned approach to local strategy.
- Inform national community teams on opportunities for process improvements.
- Implement legal and regulatory controls for event management.
- Act as culture carrier and steward of inclusion as member of San Diego Market Leadership Team, Diversity Equity and Inclusion Council.
Vice President, Branch Manager
JP Morgan Chase
06.2010 - 10.2020
- Create dynamic and engaging culture that encourages team members to provide exceptional customer experience by sharing value and educating clients on financial health, digital access, and One Chase Team.
- Address client issues promptly and effectively. Assign work to subordinates.
- Develop performance standards and evaluate employee performance.
- Promote strong controls environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures, and processes.
- Drive deposits & investments growth for the branch by analyzing data and creating branch-specific strategies to grow the business.
- Use reporting to identify high potential and at-risk customers.
- Partner with bankers in cultivating new and existing deposits.
- Work with partners, including financial advisors and home lending advisors, to grow investments Improve revenues and expenses and business growth, while exceeding customer expectations.
- Promote and encourage career development and Diversity and Inclusion.
- Site Lead for Black Organization for Leadership Development San Diego, CA (BOLD business resource group) for 6 years.
- Member of business resource groups: Pride, Adelante, VETS, Aspire, Women on the Move, and NextGen.
- Market Branch Manager Cluster Leader
- National Achiever
Vice President, Branch Manager
Bank of America
04.2006 - 06.2010
- Lead team and operated as business owner by observing and coaching team and individual performance to collectively meet goals, establish action plans as applicable
- Gained in-depth knowledge of clients' financial life priorities and connected them to Bank of America solutions that met their financial goals
- Attracted and retained top talent by personally investing in talent through interviewing and hiring branch employees
- Used resources and innovative technologies to optimize client experience
- Ensured day-to-day activities comply with standards by observing and coaching employees in customer service, operational procedures, transaction accuracy and client engagement
- Bank Market facilitator for Bank of America new hire welcome orientation
- Community engagement through Junior Achievement volunteer opportunities.
Assistant Vice President Relationship Banker
Bank of America
04.2003 - 04.2006
- Provided exceptional client experience with every customer
- Leveraged all opportunities to engage clients for opportunities to build and deepen relationships
- Build last relationships by getting to know customers, making connections, identifying current and potential needs, and recommending solutions based on client needs
- Partnered with home lending and financial advisors to add value to client relationships
- National Achiever.
Education
Manager Development Program
JPMorgan Chase
San Diego 02.2018
High School Diploma -
San Bernardino High School
San Bernardino, California06.1997
Skills
- Analytical
- Business Development
- Financial Management
- Operations Management
- Data Analysis
- Risk Management
- Financial Coaching and Mentoring
- Policy and Procedure Development
- Budget Oversight
- Forecasting and Budgeting
- Resource Allocation
- Staff Development
- Targeted Marketing
- Contract Negotiation
- Corporate Branding
Timeline
Vice President, Community Manager
JP Morgan Chase
10.2020 - Current
Vice President, Branch Manager
JP Morgan Chase
06.2010 - 10.2020
Vice President, Branch Manager
Bank of America
04.2006 - 06.2010
Assistant Vice President Relationship Banker
Bank of America
04.2003 - 04.2006
Manager Development Program
JPMorgan Chase
High School Diploma -
San Bernardino High School