Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Brian Utterback

Brian Utterback

Relationship Manager
Denver,CO

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over eight years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.

Overview

7
7
years of professional experience
3
3
years of post-secondary education

Work History

VICE PRESIDENT BUSINESS RELATIONSHIP MANAGER

JPMorgan Chase
Denver, Colorado
2022.03 - Current
  • Demonstrated leadership skills by managing relationships with the company's most complex, high-revenue clients, requiring strong coordination of banking and legal support, including expertise in authentication processes.
  • Supported the strategic development and implementation of the Relationship Manager Involvement (RMI) process in Chicago, a standard now used across the firm to improve both banker and client experience.
  • Volunteered as a dedicated mentor, guiding new and struggling Business Relationship Managers to improve their performance, and working with various groups to enhance processes, reflecting strong cross-functional collaboration.
  • Developed and executed customer communication strategies to increase customer engagement and response rates, leading to an improvement in the area's Net Promoter Score (NPS).
  • Successfully resolved complex client issues that fell outside of policy, requiring strong collaboration with technical and legal teams and proactive identification and removal of roadblocks, highlighting problem-solving skills in complex lending projects.

AVP BUSINESS RELATIONSHIP MANAGER II

JPMorgan Chase
Chicago, Illinois
02.2021 - 03.2022
  • Fostered cross-departmental collaboration both internally and externally to enhance communication and deliver individualized customer solutions. This resulted in improved customer satisfaction and streamlined service delivery, reflecting my ability to connect various stakeholders and ensure alignment with client needs.
  • Showcased impressive production performance in 2021, with 132% new relationships, 212% new deposits, 220% cash management, and $1.1MM credit booked, demonstrating acommitment to business growth and client satisfaction. These achievements reflect my ability to handle complex lending projects and my strong focus on improving both client and banker experience through effective authentication processes.

BUSINESS RELATIONSHIP MANAGER

JPMorgan Chase
Chicago, Illinois
07.2018 - 02.2021
  • Successfully onboarded and managed a diverse business banking portfolio, encompassing both mature and start-up phase relationships, demonstrating adaptability and strategic management skills.
  • Oversaw a significant portfolio containing $73,000,000 in deposits and $14,000,000 in credit, generating $980,000 in annual revenue, and showcasing effective portfolio management and revenue generation skills.
  • Surpassed 200% End of Year (EOY) goals within the first year of successful onboarding, demonstrating fast adaptation and a strong drive for achieving and exceeding targets.

PRIVATE CLIENT BANKER & BUSINESS SPECIALIST

JPMorgan Chase
Northfield, Illinois
01.2017 - 07.2018
  • Successfully attracted over $40MM of assets under management, demonstrating strong client acquisition skills and asset management expertise.
  • Instrumental in elevating a level 6 branch to level 1 performance within a span of just 7 months, showcasing effective team management and performance improvement strategies.
  • Mentored branch employees to identify early opportunities and improve referrals, fostering a culture of continuous learning and productivity enhancement.

Education

Bachelor of Arts - Strategic Management

University of Arizona Global Campus
Arizona City, AZ
01.2019 - 12.2021

Skills

  • Cross-Departmental Collaboration
  • Communication & Engagement
  • Problem-Solving
  • Performance-Driven Growth
  • Leadership & Management
  • COI (Centers of Influence) Development

Languages

Spanish
Professional

Timeline

VICE PRESIDENT BUSINESS RELATIONSHIP MANAGER

JPMorgan Chase
2022.03 - Current

AVP BUSINESS RELATIONSHIP MANAGER II

JPMorgan Chase
02.2021 - 03.2022

Bachelor of Arts - Strategic Management

University of Arizona Global Campus
01.2019 - 12.2021

BUSINESS RELATIONSHIP MANAGER

JPMorgan Chase
07.2018 - 02.2021

PRIVATE CLIENT BANKER & BUSINESS SPECIALIST

JPMorgan Chase
01.2017 - 07.2018

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Brian UtterbackRelationship Manager