Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Anthony Dwyer

Aberdeen,NJ

Summary

Goal-oriented Business Relationship Manager offering over 10 years of experience, business acumen, and strong critical thinking in the fields of business and finance. Dedicated and hardworking, with an internal drive to deliver excellence and build great client relationships. Eager to learn new skills, take on challenges, and work as a team to drive and deliver strong performance results.

Overview

11
11
years of professional experience

Work History

AVP Business Relationship Manager II

JPMorgan Chase
Monmouth, Ocean, & Somerset County, NJ
02.2024 - Current
  • Provided leadership, insight, and mentoring to newly hired employees to supply knowledge of various company programs and culture.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Credit trained for loan sizes up to $1.5 million, resulting in over $3 million in booked loans year-to-date.
  • Build strong relationships with key customers. Leveraging COIs and client referrals.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • '24 Outstanding Performer, top 10% of production in the nation.
  • NPS Recognition in the Northeast for 2022-2024.

Business Relationship Manager

JPMorgan Chase
Monmouth & Ocean County, NJ
10.2019 - 01.2024
  • Met with customers to assess needs, and propose customized solutions.
  • Provided leadership and direction to grow the team portfolio and increase revenue.
  • Delivered an exceptional experience and maintained productive relationships with area small businesses.
  • Structured and finalized, secured and unsecured loans.
  • Served as a trusted Relationship Manager to over 110 assigned business clients with revenues from $1 million to $5 million, identifying solutions and delivering comprehensive, customized business products tailored to the financial needs and circumstances of each client.
  • Used knowledge of business cash management, treasury services, Merchant Services, and Credit/Lending to help support clients' growth of business.
  • Retained and deepened client relationships by proactively engaging clients in periodic account reviews to uncover additional areas of opportunity that further enhance their business needs and goals.
  • Own problems on clients' behalf and follow through with commitments, as being their trusted advisor.
  • Exhibits strong customer service skills, presenting products and services while proactively educating clients on utilizing available access channels.
  • Proven ability to learn and adapt to new information and technology platforms.
  • Ability to understand and interpret financial statements, and cash flow analysis with the use of a cash flow tool.
  • Build solid relationships with teammates and partners within business banking and within the firm.
  • '23 Outstanding Performer, Top 10% production in nation

Business Development Specialist

JPMorgan Chase Paymentech
Iselin, NJ
09.2017 - 08.2019
  • Negotiated, prepared, and signed contracts with clients.
  • Prospected and partnered with interested parties such as Chase Cash Management Consultants, BRM3s, and senior business bankers within the NJ market to develop a banking and merchant service relationship with clients.
  • Delivered Merchant Service presentations to key decision makers, Presidents, CEOs/CFOs, Controllers, and Owners of respected companies looking to bring business to Chase.
  • Performed extensive analytical reviews, including merchant statement analysis, to provide cost savings comparisons to help win business.
  • Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements, and clarify misunderstandings.
  • Inputted information for the active pipeline of opportunities, customer calls, and onsite service visits into the company's system using Salesforce.
  • Managed a rolling pipeline of at least 30 opportunities consistently each month in Salesforce, with accurate projected revenue, closed dates, and expectations.
  • Helped guide and manage BRM3s and Senior Business Bankers to help them reach and exceed their cash management goals by having monthly one-on-ones and portfolio reviews to help grow their book of business.
  • Manage a diverse portfolio of clients, including Business Banking, Commercial Banking, and Treasury Service clients.
  • Conducted upper management meetings with NJ Market Area Managers and the Market Manager to discuss plans to increase cash management activity for BRM3s and Senior Business Bankers.
  • Perform in the business consultant function as a subject matter expert for payment processing solutions.
  • Coordinating with internal departments to ensure high-level support for clients.
  • Addressed escalated issues while retaining and increasing net revenue within the portfolio through strategic consultation.
  • Identify improvements to the existing format; sell value-added products and services, while strengthening relationships.
  • Conduct long-term pricing negotiations, including interchange reviews, while focusing on revenue and customer retention through analysis and negotiation.
  • Maintain weekly, monthly, and quarterly revenue reports and training.
  • Proactive in installing and activating clients' merchant processing to assure they are running their business smoothly.

Business Consultant

First Data
, NJ
04.2014 - 09.2017
  • Evaluated situations and delivered targeted solutions using various tools and resources.
  • New York, New Jersey, PA, Merchant Service Business Consultant, providing Clover business solutions, bank card processing, marketing solutions, and mobile and stationary POS systems.
  • Consistent closing ratio, meeting and exceeding company quotas monthly, quarterly, and annually.
  • Alliances with Citibank and Santander Bank for merchant services.
  • Responsible for business clients for 20 Santander branches across the Central and Southern NJ region and market.
  • Establishing relationships with bank managers, business bankers, new customers, and maintaining the existing customer base through face-to-face meetings, email, and phone.
  • Maintaining relationships with current and past clients to add additional products and create cross-sale opportunities. Prepare cost/savings analysis and negotiate fees for equipment and setup fee variations.
  • Effective skills in networking, canvassing, and other sales tactics to strengthen the business portfolio.
  • Organizes and implements marketing strategies that are aimed at identifying and solidifying corporate partnerships.
  • Effectively complete applications, proposals, via Snap, and complete relative paperwork.
  • Maintain familiarity with current market products and pricing to stay updated with all competitor products.
  • Post-sale installations, activations, and training on all First Data equipment and terminals, including but not limited to Clover Stations, Clover Mobile, Clover Mini, and Clover Flex.
  • Use of the SNAP program, Salesforce, Microsoft Outlook, Word, Excel, PowerPoint, and Clientline.
  • Effective in providing merchant cash advances to new and existing clients.

Education

High School Diploma -

James Madison High School
Brooklyn, NY
06-2002

Some College (No Degree) - Business Administration And Management

Brooklyn College
Brooklyn, NY

Skills

  • Client relationship management
  • Financial analysis and credit assessment
  • Loan structuring and project management
  • Sales strategy development
  • Subject Matter Expert, Mentor, Leadership
  • Cash flow analysis
  • Networking skills
  • Active listening
  • Professionalism
  • Teamwork and collaboration
  • Salesforce CRM
  • Cross LOB collaboration
  • Account Management
  • Credit Products
  • Treasury products
  • Networking

Accomplishments

  • 2023 Outstanding Performer
  • 2024 Outstanding Performer
  • Subject Matter Expert in multiple workshops and new hire trainings on various topics (Credit, BC, Incentive, Pipeline Management)

Timeline

AVP Business Relationship Manager II

JPMorgan Chase
02.2024 - Current

Business Relationship Manager

JPMorgan Chase
10.2019 - 01.2024

Business Development Specialist

JPMorgan Chase Paymentech
09.2017 - 08.2019

Business Consultant

First Data
04.2014 - 09.2017

High School Diploma -

James Madison High School

Some College (No Degree) - Business Administration And Management

Brooklyn College

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