Henry David Dellenger
Kokomo,IN
Summary
Results-driven Licensed Personal Banker known for productivity and efficiency in task completion. Specialize in financial planning, risk management, and customer relationship building. Excel in communication, problem-solving, and adaptability, ensuring exceptional client service and support in banking environments.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Chase Private Client Banker
JPMorgan Chase
Indianapolis, Indiana
08.2025 - Current
- Act as the main point of contact for a select group of clients, managing their day-to-day banking needs and fostering long-term relationships.
- Provide advice-based services and share the value of Chase Private Client with eligible clients.
- Collaborate with specialists like Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for specialized needs.
- Drive growth in client banking balances and revenue generation through a proactive and value-added approach.
- Promote self-service banking options to make clients' lives more convenient and ensure all activities comply with bank policies, procedures, and regulatory requirements.
Airbnb Superhost
Self Employed
Kokomo, Indiana
07.2021 - Current
- Check-in guests using online software systems.
- Maintain an organized system for tracking bookings, payments, cancellations, reviews.
- Organize and maintain a clean, safe, and inviting environment for guests.
- Create detailed listings on Airbnb with photos and accurate descriptions of the property amenities.
- Develop strategies to maximize profits from short-term rentals.
- Stay up-to-date on industry trends so that best practices could be implemented.
- Resolve customer service issues quickly and professionally when they arise.
- Collaborate with other hosts in order to share tips on how to optimize operations.
- Advise guests on attractions in the local area based on their interests.
- Ensure compliance with all applicable laws related to short-term rentals.
Licensed Personal Banker
Fifth Third Bank
Noblesville, Indiana
08.2022 - 08.2025
- Provide guidance on investment options for customers seeking assistance in meeting their long-term financial objectives.
- Provide customers with information regarding banking products and services.
- Open new accounts, managed existing accounts, and assisted customers with account maintenance tasks such as transfers, withdrawals, deposits, check orders.
- Assist branch manager in developing strategies for increasing sales goals by identifying new leads through referrals from existing customers.
- Process loan applications, including gathering required documentation and ensuring accuracy of data entered into the system.
- Maintain knowledge of current banking regulations to ensure compliance with all applicable laws and regulations.
- Adhere to strict security protocols when handling confidential customer.
- Advised customers on bank products, services and financial planning options.
Assistant Sales Manager
Macy's Department Store
Greenwood, IN
10.2007 - 05.2021
- Provided technical advice or assistance regarding product features or specifications.
- Managed a team of sales representatives by providing guidance, training, and support.
- Developed and maintained relationships with key clients to ensure repeat business.
- Created marketing materials including brochures, flyers, and presentations for potential customers.
- Resolved escalated customer inquiries or complaints in a timely manner.
- Negotiated customer contracts and maintained relationships with existing clients.
- Provided leadership on special projects as needed to drive business growth objectives.
- Trained new sales staff on product knowledge, sales techniques, and company policies.
- Analyzed sales data to identify trends, opportunities, and areas for improvement.
- Reviewed current procedures for efficiency improvements across all sales operations.
- Resolved customer complaints in a timely manner while maintaining excellent customer relations.
- Taught new associates sales tactics and performance improvement techniques.
- Developed and encouraged sales and promotional team members.
- Promoted exceptional levels of customer service by asking open-ended questions and assisting clients on sales floor.
Sales Manager / Interim General Manager
Borders Bookstore
Greenwood, IN
09.2000 - 10.2007
- Led staff training sessions to improve product knowledge and customer service skills.
- Developed sales strategies to enhance customer engagement and increase store traffic.
- Coordinated promotional events to drive sales and attract new customers.
- Analyzed sales data to identify trends and adjust strategies accordingly.
- Fostered a collaborative team environment to boost morale and performance.
- Implemented visual merchandising standards to enhance store presentation and appeal.
- Assisted in hiring processes to build a strong, capable sales team.
- Managed daily operations of sales department, including supervision of staff members.
- Established relationships with key clients, while maintaining existing customer base.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Supported sales team members to drive growth and development.
Education
Bachelor of Science - Communication Studies
Indiana State University
Terre Haute, INSkills
- Customer service
- Account management
- Financial analysis
- Regulatory compliance
- Investment Advising
- Investment strategies
- Financial planning
- Customer relationship management
- Portfolio management
- Retirement planning
- Investment opportunity identification
- Critical thinking
- Wealth management
- Business acumen
Certification
- Series 6
- Series 63
- Series 65
- Insurance Producer License
- Notary Public
- Medallion Stamp Certified
References
References available upon request.
Timeline
Chase Private Client Banker
JPMorgan Chase
08.2025 - Current
Licensed Personal Banker
Fifth Third Bank
08.2022 - 08.2025
Airbnb Superhost
Self Employed
07.2021 - Current
Assistant Sales Manager
Macy's Department Store
10.2007 - 05.2021
Sales Manager / Interim General Manager
Borders Bookstore
09.2000 - 10.2007
Bachelor of Science - Communication Studies
Indiana State University