Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Chad Kellman

Wellington,FL

Summary

Professional Business Specialist with comprehensive experience in fostering and maintaining client relationships. Adept at identifying business opportunities, ensuring customer satisfaction, and driving strategic growth. Strong focus on team collaboration and adaptability to changing needs. Skilled in communication, conflict resolution, and project management, ensuring consistent results. Manages relationships with annual revenues between $1M-$20M with complex cash management needs.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Business Relationship Manager

JPMorgan Chase Bank
04.2023 - Current
  • Business Development – work with clients to assess their business needs, analyze and implement financial solutions, while collaborating with cross-functional teams to deliver more comprehensive solutions.
  • Products/Services Sales – promote the Bank’s financial products/services, including cross-selling merchant services and other payment solutions (i.e., ACH payments, wire transfers) driving adoption of technology.
  • Cultivate and Expand Client Relationships – develop new banking relationships with business prospects, service up to 125 existing business accounts with over $1M in revenue and achieve established goals.
  • Financial Analysis and Advising – develop customized financial solutions that address the specific needs and goals of each business client, including cash management, liquidity solutions, payment processing.
  • Account Management – ensure business accounts are properly set up and managed, monitor unusual transactions, and coordinate with operations, payment solutions, treasury teams for accurate processing.
  • Compliance and Risk Management – conduct due diligence on new and existing client accounts to identify and mitigate potential risks, ensuring all transactions comply with federal, state, and banking regulations.

Private Client Banker

JPMorgan Chase Bank
09.2014 - 04.2023
  • Client Relationship – acquired referrals and maintained long-term relationships with 300+ high-net-worth clients, oversaw the entire banking relationship, and connected clients to most suitable financial specialist.
  • Serve as Trusted Advisor – assessed and reviewed clients’ financial plans, addressed concerns, and delivered or referred appropriate financial solutions (i.e., mortgage, investments, retail, private bank).
  • Integrated Financial Solutions – provided tailored financial advice and solutions, including investments, retirement planning, estate planning, wealth management, cash management, merchant services, payroll.
  • Account Reporting – provided clients with regular updates and reports on account performance, client exposure, investment returns, risk tolerance, current coverages, and overall financial health.
  • Client Acquisition/Retention – identified and attracted new high-net-worth clients through networking, referrals, and community involvement, accounting for client retention via exceptional service.
  • Team Collaboration – worked closely with internal teams (i.e., investment advisors, mortgage specialists, payment solutions experts, and treasury managers) to provide clients more comprehensive solutions.
  • Regulatory Compliance – ensured compliance with operational, risk, security and audit procedures, coaching and mentoring employees on policies and appropriate documentation of client interactions.

Personal Banker/Assistant Manager

Wells Fargo
08.2012 - 07.2014
  • Team Management – oversaw the day-to-day activities of branch staff (i.e., personal bankers, tellers) and provided mentorship, training and development opportunities to enhance sales and service skills.
  • Branch Operations – fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications, IRA services, etc.
  • Sales and Business Growth – led sales initiatives within the branch, implemented strategies, and drove additional referral sales (i.e., merchant services, wealth management, consumer/mortgage lending).
  • Financial Advising – assisted customers in their selection of various accounts and financial services; cross-selling the Bank’s products and services; opening, maintaining, and closing of all account types.
  • Branch Customer Service – performed branch clerical duties; promoted business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.
  • Transaction Handling – performed intermediate duties and support related to branch operational activities and financial services; processed all new account transactions.

Education

Bachelor of Science - Business Administration

State University of New York At Oswego
Oswego, NY
05.2008

Skills

  • Expands Clients’ Portfolios
  • Develops High-Performing Teams
  • Lead Strategic Financial Planning
  • Builds Long-Term Relationships
  • Financial Analysis and Advisory
  • Identify and Mitigate Financial Risk
  • Leverages Technology Integration
  • Cash Management/Branch Operations
  • Optimizes Client Returns
  • Regulatory Compliance
  • Cross-Sells Financial Services
  • Proficient in MS Word, Excel

Certification

Security Industry Essentials

Series 6

Timeline

Business Relationship Manager

JPMorgan Chase Bank
04.2023 - Current

Private Client Banker

JPMorgan Chase Bank
09.2014 - 04.2023

Personal Banker/Assistant Manager

Wells Fargo
08.2012 - 07.2014

Bachelor of Science - Business Administration

State University of New York At Oswego

Similar Profiles

CREATE PROFILE
Chad Kellman