Summary
Overview
Work History
Education
Skills
Timeline
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CHARLES LIN

Lake Success

Summary

Dynamic sales leader with 15+ years of experience driving revenue growth, managing high-performing teams, and building client relationships in the banking industry. Proven expertise in developing innovative sales strategies, exceeding quota, and adapting to diverse global markets, with a strong ability to lead digital advertising solutions. Strengths: Sales Leadership & Team Management, Revenue & Quota Achievement, Global Business Development, Client Relationship Development, Strategic Ad Sales Planning, Cross-Functional Collaboration.

Overview

16
16
years of professional experience
1
1
Language

Work History

Community Manager

JPMorgan Chase & Co.
11.2021 - Current
  • Led external relationship initiatives to foster partnerships and drive business growth in diverse markets.
  • Built community outreach programs to establish relationship with external businesses and stakeholders.
  • Partnered with branch leaders, bankers and global philanthropy to enhance client engagement, secure referrals, and promote investment product adoption.
  • Served as primary point of contact for inclusive partnership, advocating for client objectives and employee development.

Branch Manager / Multisite

JPMorgan Chase & Co.
08.2019 - 10.2021
  • Managed client relationships across multiple sites, earning Top Performing Branch Manager and Champion of Chase Award.
  • Acted as key liaison for high-value clients, deepening relationship to exceed expectations and drive revenue growth.
  • Recruited and coached 30+ team members to deliver tailor financial solutions and navigate regulatory requirements.
  • Collaborated with senior leadership to align external strategies with client business objective and firm goals.

Branch Manager / Flushing

JPMorgan Chase & Co.
04.2012 - 08.2019
  • Directed external relationship management efforts, tripling branch assets and achieving top performance within nine months.
  • Developed and maintained strong partnership with clients, business leaders and community members to identify growth.
  • Ensured compliance with regulatory standards while providing advisory support to meet client.

Sales Manager

JPMorgan Chase & Co.
04.2011 - 04.2012
  • Oversaw external business development and client advisory, growing deposits and investments to $1BN through strategic relationship building.
  • Analyzed client needs to develop cash management and trade finance solutions.
  • Co-led a 72-person team to exceed revenue goals with a focus on client centric practices.

Licensed Personal Banker

JPMorgan Chase & Co.
03.2010 - 04.2011
  • Served as primary advisor for external clients, earning National Conference nomination within eight months for exceptional relationship management.
  • Cultivated partnerships with new and existing clients to identify cross-selling opportunities and grow investment portfolios.
  • Delivered tailored financial solutions, enhancing client satisfaction and contributing to firm-wide success.

Education

Master of Arts in Extension Studies - Concentration in Finance

Harvard University
Boston, MA
12.2017

B.A. - Biology

SUNY Binghamton
Binghamton, NY
05.2007

Skills

Sales Leadership & Team Management

Revenue & Quota Achievement

Global Business Development

Client Relationship Development

Timeline

Community Manager

JPMorgan Chase & Co.
11.2021 - Current

Branch Manager / Multisite

JPMorgan Chase & Co.
08.2019 - 10.2021

Branch Manager / Flushing

JPMorgan Chase & Co.
04.2012 - 08.2019

Sales Manager

JPMorgan Chase & Co.
04.2011 - 04.2012

Licensed Personal Banker

JPMorgan Chase & Co.
03.2010 - 04.2011

B.A. - Biology

SUNY Binghamton

Master of Arts in Extension Studies - Concentration in Finance

Harvard University

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CHARLES LIN
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