Summary
Overview
Work History
Education
Skills
Timeline
Generic
Danille Holbrook

Danille Holbrook

Albuquerque,NM

Summary

Strategic Financial Services Expert, 10 plus years of driving excellent results within retail, home lending, and wealth management. Expert with decision science, information driven insights, cross functional collaboration to streamline processes and procedures, creating a elevated client experience, while delivering measurable business results. Professional senior executive influencer, combined with high impact team building skills, to execute high-level plans that are in highly regulated environments.

Overview

11
11
years of professional experience

Work History

Manager / Talent Acquisition Manager / Market Expansion Leader

JP MORGAN CHASE
01.2023 - Current
  • Direct multi-market expansion integrating One Chase Partner strategies across retail, lending, and wealth channels.
  • Partner with senior leadership to streamline operations, boosting productivity and client satisfaction.
  • Leverage data to identify growth opportunities and optimize resource allocation.

Operations Manager

Del Norte Credit Union
01.2018 - 01.2023
  • Spearheaded process optimization in home lending, reducing cycle times and enhancing borrower experience.
  • Implemented decision science-based prioritization models to improve pipeline management and conversion rates.

Private Client Banker AVP

JP MORGAN CHASE
01.2015 - 01.2018
  • Developed and executed net new money acquisition strategies, increasing high-value deposits and investments.
  • Cultivated strong relationships with high-net-worth clients to understand financial needs and provide tailored solutions.
  • Analyzed client portfolios to identify opportunities for growth and risk management strategies.
  • Managed complex financial transactions ensuring compliance with regulatory requirements and internal policies.
  • Led initiatives to enhance customer service processes, improving client satisfaction and retention rates.
  • Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, advising clients accordingly.

Education

Economics Certificate -

Edinboro University of Pennsylvania
Meadville, PA

Real Estate Program -

Columbus State Community College
Columbus, Ohio
2006

Certified SCRUM Master -

SCRUM Alliance

Skills

    Strategic integration and optimization

    Client experience transformation

    Process simplicity and resource Optimization

    Net new money strategies

Timeline

Manager / Talent Acquisition Manager / Market Expansion Leader

JP MORGAN CHASE
01.2023 - Current

Operations Manager

Del Norte Credit Union
01.2018 - 01.2023

Private Client Banker AVP

JP MORGAN CHASE
01.2015 - 01.2018

Economics Certificate -

Edinboro University of Pennsylvania

Real Estate Program -

Columbus State Community College

Certified SCRUM Master -

SCRUM Alliance

Similar Profiles

CREATE PROFILE