Summary
Overview
Work History
Education
Skills
Timeline
Generic

Christopher Lynch

Frisco

Summary

A finance professional with proven track record in managing financial centers and optimizing performance. Known for fostering collaborative environments and achieving business goals. Reliable and adaptable, with expertise in financial planning and customer relationship management.

Overview

11
11
years of professional experience

Work History

Financial Center Manager III

Simmons Bank
02.2024 - Current
  • Increased client retention rates by delivering tailored financial advice and addressing individual needs promptly.
  • Collaborated with internal business partners to deliver cohesive banking experience to customers.
  • Improved financial center performance by implementing effective sales strategies and staff training programs.
  • Implemented fraud prevention measures by regularly reviewing transaction activities for suspicious patterns.
  • Boosted revenue growth by identifying new business opportunities and forging strategic partnerships.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring the financial center consistently operated in compliance with all relevant guidelines.
  • Promoted digital banking adoption among customers by providing assistance in using online platforms seamlessly.
  • Overcame challenging market conditions by adapting strategies, strengthening client relationships, and maintaining service excellence standards.
  • Conducted regular performance reviews for team members to assess progress against objectives while offering constructive feedback on areas requiring improvement.

Sales Consultant

Northern Enterprise
01.2022 - 08.2023
  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
  • Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
  • Conducted comprehensive product demonstrations for clients, resulting in increased understanding of features and benefits.
  • Attended ongoing training sessions to stay current on industry trends, market conditions, and product offerings – applying knowledge gained to better serve customers.

Mortgage Loan Officer

Chase Bank
02.2020 - 09.2021
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.

Branch Vice President

Chase Bank
03.2017 - 01.2020
  • Spearheaded initiatives to expand the branch''s product offerings and services in alignment with identified market needs.
  • Coordinated events and seminars to engage the local community, strengthening brand reputation and client relationships.
  • Collaborated with senior management to develop strategic plans for branch growth and expansion.
  • Served as a subject matter expert regarding industry trends, competitor analysis, and emerging technologies.
  • Managed a team of professionals, providing guidance and support for their career development and performance improvement.
  • Improved employee retention rates by creating a supportive culture focused on professional development opportunities.
  • Oversaw daily operations within the branch, ensuring all employees adhered to company policies and regulations.
  • Championed process improvements that increased efficiency within various departments throughout the branch.
  • Enhanced customer service standards by conducting regular training sessions for staff members on best practices in client relations.
  • Increased branch revenue by implementing effective sales strategies and fostering strong relationships with clients.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Personal Banker

Fifth Third Bank
01.2015 - 03.2017
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.

Bank Branch Manager

PNC Bank
04.2014 - 09.2014
  • Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
  • Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
  • Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
  • Improved cash management procedures, ensuring accurate cash handling practices across all transactions within the branch.
  • Oversaw employee recruitment processes to ensure hiring of qualified candidates who contributed positively to the bank''s goals and culture.

Education

The Ohio State University
Columbus, OH

Skills

  • Team coaching
  • Operations management
  • Team development
  • Document preparation
  • Relationship management
  • Portfolio management
  • Teamwork and collaboration
  • Profitability improvement

Timeline

Financial Center Manager III

Simmons Bank
02.2024 - Current

Sales Consultant

Northern Enterprise
01.2022 - 08.2023

Mortgage Loan Officer

Chase Bank
02.2020 - 09.2021

Branch Vice President

Chase Bank
03.2017 - 01.2020

Personal Banker

Fifth Third Bank
01.2015 - 03.2017

Bank Branch Manager

PNC Bank
04.2014 - 09.2014

The Ohio State University

Similar Profiles

CREATE PROFILE