Dewan Abran
Hollis,NY
Summary
Proven success in developing and managing solutions for small business banking customers. Knowledgeable about lending, deposit and investment products. Originates, services and closes accounts as well as providing expert advice.
Overview
2
2
years of professional experience
Work History
Small Business Specialist | Relationship Banker
JPMorgan Chase
06.2022 - Current
- Prospected for new business through networking, community outreach, and customer referral generation.
- Assisted in planning portfolio growth through development of business plans in alignment with client's overall objective.
- Built and maintained relationships with new and existing clients through effective communication and exemplary interpersonal skills.
- Recognized client's business plans, securing over $4.2 MM in business lines and loans in 2023, offering tailored credit solutions for small businesses.
- Collaborative team player, working closely with financial advisors to identify and meet client's financial needs, resulting in a contribution of over $18 MM to the wealth management team in 2023.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth which led to understanding their goals and recommend solutions to fit specific needs.
- Communicated regularly with clients to understands needs, evaluate current product use and cross-sell new services or products.
- Licensed with FINRA: SIE, Series 6, Series 63 and NY Life Insurance Agent
Concierge
Citibank
10.2021 - 06.2022
- Implemented strategies to increase customer retention, enabling deposit & investment growth.
- Maintained in-depth product and service knowledge for well-informed customer service.
- Continually boosted branch production and revenue by 95% by consistently meeting all monthly and quarterly sales goals.
- Responded to customer inquiries regarding new accounts and account services
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Education
Bachelor of Science - Business Management
SUNY Farmingdale
Farmingdale, NYHigh School Diploma -
Forest Hills High School
Forest HillsSkills
- Customer Relationship Management
- Partnership Management
- Outbound Customer Calls
- Referrals & Networking
- Product Knowledge
- Financial Record Analysis
- KYC / AML Regulations
- Customer Engagement Strategies
Timeline
Small Business Specialist | Relationship Banker
JPMorgan Chase
06.2022 - Current
Concierge
Citibank
10.2021 - 06.2022
Bachelor of Science - Business Management
SUNY Farmingdale
High School Diploma -
Forest Hills High School
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