Summary
Skills
Work History
Accomplishments
Education
Languages
References
Affiliations
Timeline
Generic

Desmon Overshown

Boston,MA

Summary

Relationship management and financial services expert with over 12 years of experience in enhancing client engagement and aligning solutions with business objectives. Demonstrated success in strengthening strategic partnerships and managing complex relationships while implementing process improvements that elevate client satisfaction and organizational efficiency. Proficient in consultative relationship management, risk oversight, and driving business development initiatives.

Skills

  • Financial analysis
  • Client onboarding
  • Treasury management
  • Risk assessment
  • Regulatory compliance
  • Customer relationship management
  • Stakeholder engagement
  • Strategic business alignment
  • Cross-functional collaboration
  • Risk oversight (BSA/AML)
  • Consultative sales
  • Treasury operations insight
  • Business development initiatives
  • Leadership and team development

Work History

Senior Assistant Branch Manager

Cambridge Savings Bank
Dorchester, MA
07.2024 - Current
  • Partner with business and retail clients to assess needs and align financial solutions, driving deposit growth and product adoption.
  • Lead staff in delivering exceptional client experiences while ensuring operational excellence and compliance with regulatory standards.
  • Conduct consultative meetings with business owners and stakeholders, resulting in expanded client relationships and revenue growth.
  • Collaborate with marketing and business banking teams to design targeted outreach initiatives that strengthen community partnerships.

Senior Client Relationship Analyst

JPMorgan Chase
Boston, MA
05.2023 - 07.2024
  • Served as a key relationship manager for commercial clients, aligning treasury solutions with client business strategies to optimize cash flow.
  • Partnered with compliance, operations, and credit teams to address client challenges, improving satisfaction and mitigating risk.
  • Increased client adoption of treasury services by developing tailored strategies, contributing to strong deposit growth.
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.
  • Generated ad-hoc reports to evaluate specific business requirements.
  • Developed customized reports, summarizing and presenting data in visually appealing format.

Corporate Treasury Services Team Lead

First Republic Bank
Boston, MA
11.2019 - 05.2023
  • Managed department call volume of 100+ calls per day and coordinated department schedules to maximize coverage during peak hours.
  • Created customer support strategies to increase customer retention.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Facilitated communication between clients and other service providers.
  • Managed client relationships across commercial accounts, ensuring seamless onboarding, treasury platform adoption, and service delivery.
  • Partnered with Treasury Management Sales team to provide tailored financial solutions and strengthen client security protocols.
  • Delivered training and guidance to business clients, improving utilization of online platforms and treasury services.
  • Led internal risk assessments, implementing corrective actions that improved compliance and operational resilience.

Accomplishments

  • Expanded business banking portfolio by 30% year-over-year, securing long-term client relationships and driving sustainable revenue growth.
  • Developed and coached a high-performing team that consistently achieved top-quartile performance in New England market, surpassing KPIs in client satisfaction, deposit growth, and compliance.
  • Achieved 100% compliance rating in all BSA/AML and regulatory audits over a 3-year period, mitigating risk and protecting institutional integrity.
  • Managed a portfolio of 100+ high-value business clients, increasing product adoption by aligning solutions to evolving business needs.
  • Spearheaded community engagement strategy with nonprofits and local businesses, generating 50+ new business banking relationships in under a year.

Education

Accounting And Finance

Northeastern University College of Professional Studies

Languages

English
Proficient (C2)
C2
Spanish
Professional
A1

References

References available upon request.

Affiliations

  • Prince Hall Freemasons

Timeline

Senior Assistant Branch Manager

Cambridge Savings Bank
07.2024 - Current

Senior Client Relationship Analyst

JPMorgan Chase
05.2023 - 07.2024

Corporate Treasury Services Team Lead

First Republic Bank
11.2019 - 05.2023

Accounting And Finance

Northeastern University College of Professional Studies

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