Summary
Overview
Work History
Education
Skills
Timeline
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Chase Shumway

Smithfield,UT

Summary

Dynamic Commercial banking professional with proven track record in managing client relationships and driving business growth. Adept at developing tailored financial solutions, learning new skills, driving client relationship and fostering collaborative team environments. Known for adaptability, strategic thinking, and delivering results in dynamic settings. Proficient in credit analysis, risk management, and customer service excellence.

Overview

17
17
years of professional experience

Work History

Commercial Relationship Manager

Altabank
10.2024 - Current
  • Assisted in developing client relationships to enhance customer satisfaction and retention.
  • Supported the execution of financial solutions tailored to meet client needs.
  • Collaborated with cross-functional teams to streamline communication between clients and internal departments.
  • Gained proficiency in utilizing CRM systems for tracking client interactions and data management.
  • Closed $13,000,000 in commercial loans with a pipeline of another $11,000,000 set to close by year end
  • Monitored loan performance regularly, addressing any potential issues proactively to minimize risk exposure.
  • Collaborated with a team of 2 other individuals to develop and launch a process for in person Annual Relationship Reviews that the entire bank now uses.

Relationship Manager

JP Morgan Chase
08.2022 - 10.2024
  • Developed strong client relationships through effective communication and personalized service.
  • Assisted in identifying client needs to provide tailored financial solutions.
  • Collaborated with cross-functional teams to enhance customer satisfaction initiatives.
  • Resolved client inquiries promptly, ensuring a seamless customer experience.
  • Conducted regular follow-ups with clients to strengthen engagement and retention efforts.
  • Supported marketing initiatives by promoting services during client interactions.
  • Utilized CRM systems to track client interactions and streamline relationship management processes.

Branch Manager

JP Morgan Chase
03.2014 - 08.2022
  • Oversaw daily branch operations to ensure compliance with organizational policies and procedures.
  • Managed staff performance through regular coaching, training, and feedback sessions.
  • Developed and implemented strategies to enhance customer service and satisfaction levels.
  • Analyzed financial reports to identify trends and make informed decisions for branch growth.
  • Managed branches up and down the Wasatch Front as well as one of the larger branches in the Fort Worth Texas Market.
  • 4 of the years my branches finished in the top 10% of branches in their peer group, 2 additional years in the top 20%.
  • In 2020 I was recognized as a national achiever
  • Coordinated marketing initiatives to promote services and increase local market presence.

Relationship Banker

JP Morgan Chase
09.2011 - 03.2014
  • Cultivated strong client relationships through personalized banking solutions and proactive communication.
  • Analyzed customer financial needs to recommend appropriate products and services, enhancing client satisfaction.
  • Delivered exceptional service by resolving account inquiries and processing transactions efficiently.
  • Mentored over 10 bankers on sales protocols and best practices for customer interactions.
  • Opened the Farmington Station Location and helped it be one of the top 10% of branches its first year.
  • Was one of the top producing bankers in the state of Utah in 2012 and 2013
  • Helped develop a call strategy that we used throughout the Northern Utah Market

Lead Teller

JP Morgan Chase
04.2009 - 09.2011
  • Supervised daily operations, ensuring compliance with banking regulations and policies.
  • Managed cash vault activities, optimizing inventory levels to minimize discrepancies.
  • Resolved complex customer inquiries, fostering positive relationships to ensure satisfaction and loyalty.
  • Conducted audits of cash handling procedures, identifying areas for operational enhancements.
  • Assisted in training new tellers to ensure a consistent level of excellent service across the team.
  • Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
  • Led the State of Utah in Teller Referrals

Education

Business Management

Utah State University
Logan, UT

Skills

  • Relationship building and management
  • Professionalism and integrity
  • Goal-oriented mindset
  • Sales strategy development
  • Portfolio management
  • Cross-selling proficiency
  • Financial analysis
  • Customer service

Timeline

Commercial Relationship Manager

Altabank
10.2024 - Current

Relationship Manager

JP Morgan Chase
08.2022 - 10.2024

Branch Manager

JP Morgan Chase
03.2014 - 08.2022

Relationship Banker

JP Morgan Chase
09.2011 - 03.2014

Lead Teller

JP Morgan Chase
04.2009 - 09.2011

Business Management

Utah State University

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