Ashley Drogon

Achieved branch growth through financial reviews and referring to partners. Served as manager on duty in the absence of my branch manager. Recognized as first in class for customer outreach and referrals to the wealth team. Proactively outsourced my appointments in order to grow my premier book. Built lasting relationships with clients through proactive communication and regular follow-ups. Developed tailored financial strategies to help clients achieve their short-term and long-term objectives. Presented value statement and premier overview consistently with affluent and affluent potential customers. Enhanced customer experience through behaviors outlined in the behavior network, including but not limited to lobby engagement and help more behaviors. Led affluent huddles once a week to educate my team members on how to introduce me to affluent and affluent potential customers to fulfill their financial needs. Appropriately monitored the day's appointments to ensure each person in sitting with the right banker. Worked closely alongside partners in our business advisory team and merchant services for more complex needs. Maximized cross-selling opportunities by identifying client needs and offering relevant products or services accordingly.

Maintained up-to-date knowledge of industry trends, regulatory changes, and product offerings to better serve clients'' needs.

Coached relationship banker on how to maximize referrals and understand the needs based on each clients' circumstance in addition too ensuring they adhere to bank policies and procedures. Set monthly plans with branch manager and Private Client Advisor to determine and achieve monthly goals. Exceeded daily outreach expectations and daily client meeting expectations. Proactively engaged clients by setting up frequent meetings to discuss and elaborate on their financial goals. Engaged business owners by visiting them with our business relationship manager and presenting valuable solutions for each business. Earned recognition for referring the most clients to wealth management.

Fulfilled assistant manager duties such as providing overrides to the tellers and ensuring proper branch operations pertaining to cash management and ordering. Coached the teller team on how to present targeted offers to clients and then complete a proper referral to bankers. Enhanced the client experience by appropriately monitoring the day's appointments to ensure clients are meeting with the most appropriate banker and maximize banker's availability to assist walk-in client Fulfilled assistant manager duties such as providing overrides to the tellers and ensuring proper branch operations pertaining to cash management and ordering. Coached the teller team on how to present targeted offers to clients and then complete a proper referral to bankers. Enhanced the client experience by appropriately monitoring the day's appointments to ensure clients are meeting with the most appropriate banker and maximize banker's availability to assist walk-in client Coordinated community outreach and volunteer opportunities as the Chase Culture Champion.

Effectively executed on cross-selling opportunities with all clients, with a focus on small business lending and investments. Implemented processed to enhance segmentation strategies to partners based on client assets. Provided management support and feedback to team members as required through established risk and security procedures. Worked closely with small business owners during the early stages of the pandemic as the chosen PPP specialist for my branch. Proactively managed client pipeline by conducting daily outreach to new and existing clients.

In my role as the marketplace outcomes chair, I helped design workshops to address the financial needs of the Latino community. Achieved recognition for being the top 10% in performance and customer service in the region. Educated clients on products and services to address their short- and long-term financial needs while aligning with their priorities. Regularly guided customers through beginning their credit journey through our lending services.