Professional Business Specialist with comprehensive experience in fostering and maintaining client relationships. Adept at identifying business opportunities, ensuring customer satisfaction, and driving strategic growth. Strong focus on team collaboration and adaptability to changing needs. Skilled in communication, conflict resolution, and project management, ensuring consistent results.
Work History
Sr. Business Relationship Manager /Vice President
3 Years 10 Months
JPMorgan Chase | 12.2022 - Current
Strengthened client relationships through proactive consultative reviews and tailored financial recommendations.
Managed client portfolios, aligning banking solutions with business objectives and growth priorities.
Assessed client needs, identifying cross-sell opportunities across deposits, credit, and cash management.
Analyzed financial statements and cash flow trends to support credit recommendations and risk assessment.
Coordinated with product partners to deliver tailored solutions for payments, liquidity, and lending needs.
District Manager/ Vice President
11 Years 8 Months
Fifth Third Bank | 02.2015 - Current
Served customers and potential customers on diverse banking matters, enhancing their understanding and satisfaction.
Managed, retained, and deepened relationships with consumer and business clients, contributing to overall client loyalty.
Deliver an outstanding experience to our clients by providing comprehensive and customized consumer/business banking solutions tailored to the financial needs.
Partner with Retail staff to understand sales strategy, set priorities, direct, coach and delegate sales responsibilities to the Personal Bankers.
Utilize knowledge of products and services to identify and deliver appropriate personal financial solutions.
Built collaborative relationships with partners to support consumers and business clients in achieving financial goals.
Protect the Bank by following risk management protocols and control policies and adhering to regulatory requirements.
District Manager
5 Years 7 Months
Amscot Financial | 07.2009 - 02.2015
Rapidly increased sales performance and generated repeat business by mentoring staff to facilitate customer loyalty.
Trained, coached, and counseled management personnel across 16 locations, enhancing leadership capabilities.
Staff, lead, organize and supervise all employees in these branches, totaling to over 100 associates.
Maintained daily contact with management team to communicate goals and track progress, driving accountability.
Conducted reviews, audits, and assessments of stores during each visit to ensure compliance and operational excellence.
Communicate effectively and openly to share best practices to meet expectations according to Federal, State and Company policies.