David Silva
Wheat Ridge,CO
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service and product recommendation to each client's individual needs.
Overview
15
15
years of professional experience
Work History
Business Relationship Manager
JPMorgan Chase
03.2022 - Current
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Performed in-depth lending reviews involving financial record analysis, calculating global cashflow, and working with internal and external partners to determine appropriate lending limits while staying within the bank's risk tolerance.
Private Client Banker
JPMorgan Chase
04.2016 - 03.2022
- Analyzed customers' financial information to deliver personalized account guidance.
- Adapted products and services to suit customers' changing financial circumstances.
Lead Personal Banker
US Bank NA
05.2011 - 04.2016
- Cultivated strong customer relationships by providing tailored advice and services.
- Cross-sold credit cards, loans and other bank products.
Education
Bachelor of Science - Business Management
University of Colorado
CO05.2024
Associate of Arts - Business
PIKES PEAK COMMUNITY COLLEGE
Colorado Springs, CO08.2020
Skills
- Financial acumen
- Revenue generation
- Competitive analysis
- Banking
- Solution management
- Relationship building and management
- New business generation
- Strategic selling
- Issue resolution
- Business development
Timeline
Business Relationship Manager
JPMorgan Chase
03.2022 - Current
Private Client Banker
JPMorgan Chase
04.2016 - 03.2022
Lead Personal Banker
US Bank NA
05.2011 - 04.2016
Associate of Arts - Business
PIKES PEAK COMMUNITY COLLEGE
Bachelor of Science - Business Management
University of Colorado