Summary
Overview
Work History
Education
Skills
Community Service
Awards
Timeline
Generic

Cheng ji

Malden,MA

Summary

Results-driven Branch Manager specializing in growth strategies and performance optimization through effective processes and team collaboration. Successfully led a diverse team to exceed financial health benchmarks while enhancing customer service experiences. Committed to fostering an inclusive environment that supports professional development and strengthens partnerships within One Chase.

Overview

12
12
years of professional experience

Work History

Vice President, Market Expansion Branch Manager

JPMorgan Chase
Boston, MA
12.2018 - Current
  • Collaborate with Market Director of CCB around expansion plan such as launching new office sites, recruiting talent, building the culture and foundation for New England Region
  • Successfully launch a New Build branch in 2020 that generated over $147 M in Deposit & Investment within first 5 years and achieved “2021 Branch Team Outstanding Performer” Award
  • Hire, Retain and Develop numerous employees through improved productivity & behaviors, ensure every employee has a Development Plan and Check Ins, achieved 0% employee attrition in 2022, 2023, 2024
  • Build strong partnership at all level by integrate our Home Lending, Commercial, Wealth management and Private banking capability to deliver seamless One Chase experience to our clients and help them achieve their financial goals

Vice President, Branch Manager

Citizens Bank
Cambridge, MA
08.2016 - 12.2018
  • Lead customer acquisition and drive business portfolio growth in Metro Central, MA
  • Oversight and monitor weekly performance report, provide sales coaching routine and action plan for financial associates to drive greater performance
  • This resulted 2 associates to be top performer in the Citizen branch network
  • Coordinate with various LOBs to strength our results around decision making, regulatory policy to ensure market share capitalized on profitability

Assistant Vice President, Business Banking Relationship Manager

Santander Bank
Boston Downtown, MA
09.2015 - 08.2016
  • Proactively acquire, manage and retain a portfolio of 80-100 business clients with $1-5 MM annual sales revenue
  • Leveraged exceptional financial analysis expertise and commitment to customer service to expand account portfolio with services that included Cash management solution, various lending options
  • Regularly conduct meeting with center of influence (COIs), new prospects and existing portfolio clients to effectively maintain and build relationships

Personal Banker / Small Business Banker

Citibank Harvard Square
Cambridge, MA
03.2013 - 08.2015
  • Consulted with various client groups to understand their needs and goals, tailor customized solution for the clients that met those needs, resulted in achieving 160% over performance goal and ranking top 10% performer in the market
  • Serves as a liaison between branch banking and community by engaged local residents, students on campus throughout special events and financial literacy workshops
  • Developed and execute marketing plan to foster relationship with small business owners

Education

Bachelor’s Degree - Hospitality & Tourism Management

University of Massachusetts Amherst
Amherst, MA
01.2011

Skills

  • Inspiring leadership, mentoring and coaching
  • Strong problem solving skill
  • Fluent in Chinese (Mandarin) in writing, speaking
  • Eight plus years of management experience
  • In-depth knowledge in Banking
  • Excellent cross-functional organizational skill
  • CRM software
  • Strategic planning

Community Service

  • AAPI Support, Hosted Lunar New Year celebrations at the Chinatown branch. Partnered with Vivian Young, the Head of global AAPI, resulting in a donation of $57,500 to the Asian American Civic Association and Asian Community Development Corporation.
  • Member of BRG (Business Resource Group), Actively participate in JPMC career LOB events, local volunteerism (Year Up & Pine Street Inn organization).
  • Career Fair Advocate, Hult International Business School, Established a formidable partnership with Hult to support their career fair & onsite events, providing mock job interviews and mentorship to MBA students.

Awards

  • National Achievers Conference Award Recipient, JPMorgan Chase, 2023
  • Recognized by Senior Leadership Team and hosted Chairman, CEO - Jamie Dimon 2022 Bus Tour, 2022
  • Branch Team Outstanding Performer Award Recipient, JPMorgan Chase, 2021

Timeline

Vice President, Market Expansion Branch Manager

JPMorgan Chase
12.2018 - Current

Vice President, Branch Manager

Citizens Bank
08.2016 - 12.2018

Assistant Vice President, Business Banking Relationship Manager

Santander Bank
09.2015 - 08.2016

Personal Banker / Small Business Banker

Citibank Harvard Square
03.2013 - 08.2015

Bachelor’s Degree - Hospitality & Tourism Management

University of Massachusetts Amherst

Similar Profiles

CREATE PROFILE
Cheng ji