Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CHRISTIAN T. LORET

West Henrietta,USA

Summary

An experienced, skilled communicator; high energy, detail-oriented effective leader; skilled and able to establish rapport with members of diverse groups, and promote team cohesiveness, as well as an experienced liaison and manager for clients with a wide-ranging net worth and revenue.th over a decade of Financial and Sales experience.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Small Business Relationship Manager

JPMORGAN CHASE
05.2023 - Current
  • Managed and grew a portfolio of clients with up to $5 Million dollars in Revenue and up to millions of dollars in balances
  • Served as main point of contact for up to 6 branches at a time, leading team huddles and being a guide for the team and main resource with any complex Business Banking questions
  • Guided clients in lending requests such as credit cards, term loans, and lines of credit. Providing my expertise and serving as the main point of contact for their lending needs
  • Resolved issues for clients by working with our internal back office and teams to help assist with service related issues and needs
  • Conducted in person meetings to review business need and assess product fit and try and help tailor solutions for clients and improve their overall Chase Business Banking Experience.
  • Managed my own schedule and calendar and became regimented to make sure all tasks of the role were completed in a timely and efficient fashion

Assistant Vice President, Manager on Duty

JPMORGAN CHASE
04.2015 - 05.2023
  • Acted as next in line Manager On Duty, resolving escalated issues in the branch and ensuring operations were being maintained properly
  • Guided clients through complex situations such as opening Trust and Estate accounts and gathered needed legal documentation
  • Made 80-100 calls a week to engage existing clients and prospects, Generating check ins and appointments
  • Partnered with Investment advisors and Business and Mortgage Bankers to deliver a One Chase Model for clients.
  • Resolved client service issues consistently and became very experienced in developing a great relationship with our Back office and Banker support line.
  • Developed trust within my Team and became a trust source for colleagues if they needed help or guidance with customer issues.
  • Referred many clients to lending advisors, private client bankers and financial advisors in correlation to their respective needs.
  • Ran teller transactions and Worked the platform simultaneously adding to multitasking skills
  • Consistently was promoted and never stopped being eager learning a new skill or attribute that helped serve as an asset to the firm.
  • Was often a top producing banker in all of my banker roles and became efficient in all metrics, like Deposits, Convenience , Loans and Investments

Education

Business Administration Degree - Still Pursuing

Monroe Community College
Rochester, NY
07.2025

High School Regents Diploma -

Irondequoit High School
06.2014

Skills

  • Client relationship management
  • Effective relationship building
  • Financial analysis and planning
  • Public speaking
  • Process management oversight
  • Business analysis
  • Team leadership

Certification

  • SIE, Series 6, Series 63 (through FINRA extension and EVEP Program) (Since 2020)
  • NYS Notary
  • NYS Life Insurance

Timeline

Small Business Relationship Manager

JPMORGAN CHASE
05.2023 - Current

Assistant Vice President, Manager on Duty

JPMORGAN CHASE
04.2015 - 05.2023

Business Administration Degree - Still Pursuing

Monroe Community College

High School Regents Diploma -

Irondequoit High School

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