Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic

Christopher Hoffman

Kearney,MO

Summary

Methodical Relationship Banker possessing expertise in managing personal and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering five years of sales and relationship building experience. Comfortable working independently or as part of professional team.

Overview

4
4
years of professional experience

Work History

Relationship Banker

JPMorgan Chase
Kansas City, MO
04.2021 - Current
  • Use Salesforce CRM to engage existing clients by making outbound calls to drive sales to the branch, as well as branch partners in wealth, business, and home lending.
  • Work with clients to address and respond to client and partnership management issues.
  • Approach prospective clients through cold calling and emails to meet sales targets.
  • Build relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.

Associate Banker

JPMorgan Chase
Lincoln, NE
09.2019 - 04.2021
  • Used Salesforce CRM to check in with clients, help with any problems they may have, and refer them to the proper partner when needed.
  • Performed transactions while diligently watching for any red flags that may indicate fraudulent activity to protect the client and the firm.
  • Opened and serviced accounts in a timely manner, and took time to show the client all of the exciting technology Chase has to make banking from anywhere possible.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Retail Sales Consultant

AT&T
Lincoln, NE
11.2018 - 09.2019
  • Made connections with local businesses to educate and provide them with new technology that would save them money while also enhancing the technological side of the business.
  • Attended local events to educate people about FirstNet, a cell phone network built specifically for first responders to ensure they always have a line of communication no matter the circumstance.
  • Educated customers on how to use the newest technology using demos and answering any questions they may have.
  • Coordinated restocking of sales floor with current merchandise and accurate signage for current promotions.

Education

High School Diploma -

Saint Viator High School
Arlington Heights, IL
05.2013

Skills

  • SIE
  • Series 6/63
  • MO Life & Health
  • Results Driven
  • Interpersonal Skills
  • Build Relationship
  • Salesforce
  • Leadership
  • Cold Calling
  • Effective Customer Communication
  • Sales Pipeline Management
  • Client Needs Assessment

Languages

English
Native or Bilingual
Lithuanian
Native or Bilingual

Timeline

Relationship Banker

JPMorgan Chase
04.2021 - Current

Associate Banker

JPMorgan Chase
09.2019 - 04.2021

Retail Sales Consultant

AT&T
11.2018 - 09.2019

High School Diploma -

Saint Viator High School

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Christopher Hoffman