GRISELDA GARCIA
Shirley,NY
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 14 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Multicultural Business Relationship Manager
M&T Bank
12.2022 - 04.2024
- Develop new banking relationships with business prospects up to $10Million in annual revenue. Service existing business banking clients base. Achieve established goals as outlined by manager.
- Evaluate credit information and requests and recommend appropriate loan structures to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.
- Built rapport with prospective clients through effective networking events, conferences, and industry gatherings.
- Created and managed community events and customer promotions.
- Facilitated workshops and seminars on best practices for small business management, supporting professional development among entrepreneurs.
Business Relationship Manager
JPMorgan Chase Bank
03.2019 - 12.2022
- Meet with existing customers and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help provide business solutions to all their financial needs. Provide the best in client advice and service while developing the relationship to ensure a seamless client experience.
- Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue up tp $5Million for assigned branches; provide deposit and cash management solutions and manage credit opportunities.
- Provide leadership by actively supporting and coaching assigned branches.
Small Business Specialist / Private Client Banker / Manager on Duty
JPMorgan Chase Bank
10.2016 - 02.2019
- Acted as an advocate for the small business community through participation in local government initiatives or policy discussions related to economic development issues affecting the sector.
- Enhanced small business growth through targeted marketing strategies and financial analysis.
- Deliver a client obsessed experience with every customer interaction.
- Work with partners in all lines of business to help provide the best experience.
- Interim Branch Manager for 4 months. (Conference calls, respond to MD about branch status, staff schedule, ATM settlement, teller overrides, customer complaints, etc.)
Small Business Specialist / Relationship Banker / Branch Designee
Capital One Bank
08.2011 - 10.2016
- Enhanced small business growth through targeted marketing strategies and financial analysis.
- Built an ongoing professional relationship with both new and existing consumer & business clients.
- Deliver and coach about customer experience in the market.
Education
Bachelor's Degree - Media & Communications
SUNY College At Old Westbury
Associate Degree - Media & Communications
Nassau Community College
Garden City, NYSkills
- Coaching & Development
- Team Leadership with ability to influence
- Exceed client expectations
- Positive attitude and ability to deliver results under pressure
- Strong networking & prospecting ability
- Client Engagement
- Operations Management
Nonprofitorganizations
- Salvadorean Consulate in Brentwood, NY
- Guatemalan Consulate in Riverhead, NY
- Penates, Inc - Board member; Treasurer
- Brighter Tomorrows Inc - ESL teacher / volunteer
- SALVACOM (Salvadorean Chamber of Commerce) - Volunteer
- CODALA (Comite de Damas Latinoamericanas) - Board member
- Girls Scouts Of Suffolk County - Bank volunteers Liaison
- Girls, Inc - Volunteer/Mentor
- Moxxie Network - Member
- Island Harvest - Volunteer
- Habitat for Humanity - Volunteer
Awards
- NY Emmy Award, National Academy of Television Arts & Sciences, NY Chapter
- Lead The Way Award, Capital One
Certification
- Notary Public
Languages
Spanish
Native or Bilingual
Timeline
Multicultural Business Relationship Manager
M&T Bank
12.2022 - 04.2024
Business Relationship Manager
JPMorgan Chase Bank
03.2019 - 12.2022
Small Business Specialist / Private Client Banker / Manager on Duty
JPMorgan Chase Bank
10.2016 - 02.2019
Small Business Specialist / Relationship Banker / Branch Designee
Capital One Bank
08.2011 - 10.2016
Bachelor's Degree - Media & Communications
SUNY College At Old Westbury
Associate Degree - Media & Communications
Nassau Community College
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