Brendalys Cruzado
Indianapolis,IN
Summary
Passionate and relationship-driven professional with extensive experience in leadership, client engagement, and community outreach. Skilled in building meaningful connections across diverse groups, driving participation, and creating a sense of belonging. Known for fostering collaboration, delivering exceptional service, and leading initiatives that strengthen both internal teams and the broader community. Dedicated to promoting growth, inclusion, and positive impact through every interaction.
Overview
16
16
years of professional experience
Work History
Vice President, Private Client Branch Manager
JP Morgan Chase
Indianapolis, IN
09.2016 - Current
- Responsible for managing a team of bankers and Associate Bankers who strive to provide a first class client experience while working to increase profitability in all segments of the business.
- Accurately forecast annual, quarterly and monthly revenue streams.
- Develop a specific plans to ensure revenue growth in all company’s products
- Accountable for all controllable contributions for the financial center.
- Continuous coaching and development of the staff.
- Maintain sound operational procedures in order to protect the bank against unnecessary risk.
Relationship Banker
JP Morgan Chase
Indianapolis, IN
11.2011 - 07.2016
- Responsible for generating business and deepening relationships by selling products and service to potential and existing clients.
- Advising and selling financial products such as credit card, CDs, IRAs and loans for consumer and business needs.
- Recognizing and referring opportunities to your partners specializing in securities, mortgages and business owners.
- Assisting the bank manager in daily operations with the banking center from daily sales and consume customer service to ensure compliance procedures are being followed.
- Managing difficult situations with customers and providing clients with information in the high level of service.
Personal Banker-Manager On Duty
JP Morgan Chase
Vero Beach, FL
09.2010 - 07.2011
- Build lasting relationships with affluent clients with a net worth of $500,000 or greater. Acquire, retain and expand new and existing relationships. Proactively meet with clients face to face or over the phone, to discover their financial needs and provide product recommendations, contributing directly to the success of the firm. Partner with Sales Specialists in product areas. Work as a team to create an outstanding client experience.
- Selected amongst Top Performers to be a member of a New Build opening branch.
- An integral member of a successful team that consistently meets quarterly Campaign goals.
Education
Associate in Business Administration -
Indiana River State College
Skills
Client Relationship Management
Sales & Revenue Growth
Team Leadership & Coaching
Credit and Loan Processing
Banking Compliance & Regulations
Business Development
LANGUAGES
Spanish, English
AWARDS
DEI Indiana MTL Award 2024
Community Service Indiana MTL Award 2024
Timeline
Vice President, Private Client Branch Manager
JP Morgan Chase
09.2016 - Current
Relationship Banker
JP Morgan Chase
11.2011 - 07.2016
Personal Banker-Manager On Duty
JP Morgan Chase
09.2010 - 07.2011
Associate in Business Administration -
Indiana River State College