Connor Rochon
Summary
Driven banking professional with expertise in building relationships and retaining bank clients. Proven success in managing solutions for business banking customers. Knowledgeable about lending, deposit and investment products.
Overview
6
6
years of professional experience
Work History
Small Business Specialist
UMB
09.2021 - Current
- Evaluated trends to understand competitive environments and assess current strategies.
- Delivered exceptional experience and maintained productive relationships with business banking clients.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Developed customized solutions of deposit, lending, and other products for business banking customers.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Assessed credit risk and analyzed financial statements.
Licensed Relationship Banker
Chase Bank
05.2019 - 08.2021
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Responsible for book of business of 300+ clients, $8.3 million new revenue. Referred clients to Senior executive wealth management and Business Banking Team.
- Presented new and additional products and services to existing customers.
- Analyzed customers' financial information to deliver personalized account guidance.
Summer Intern
Enterprise Rent-A-Car
05.2018 - 08.2018
- Trained in all aspects of company including management, customer service, sales and marketing.
- Resolved customer concerns, face-to-face, by investigating issues, answering questions, building rapport, and problem solving.
- Earned Summer Intern Bonus for accomplishing all goals and tasks during Internship.
Education
MBA - Business Administration
Regis University
Denver, CO05.2019
Skills
- Analytical and Critical Thinking
- Teambuilding
- Flexible and Adaptable
- Meeting sales goals
- Business planning
- Financial Processes Understanding
Timeline
Small Business Specialist
UMB
09.2021 - Current
Licensed Relationship Banker
Chase Bank
05.2019 - 08.2021
Summer Intern
Enterprise Rent-A-Car
05.2018 - 08.2018
MBA - Business Administration
Regis University
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