Jake Smith
JPMorgan Chase
New York,NY
7
years of professional experience
Experienced Banking Professional and dynamic leader with hands-on experience building client relationships and exceeding business goals. Thrives in collaborative environments with the ability to navigate ever-changing client needs, improve operations, and continuously drive profitability.
Work History
Business Relationship Manager II
- Developed and maintained strong relationships with a portfolio of 135 business clients with annual revenues between $1MM and $20MM, driving improved satisfaction and retention.
- Partner closely with Commercial Banking and Start-Up groups to provide tailored solutions for more complex clients.
- Provided Cash Management, Treasury Solutions, and Deposit product onboarding.
- Used knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote credit solutions up to $1.5 Million.
- Collaborated with cross-functional teams to deliver solutions such as service, merchant services, and wealth management products.
- Conducted in-person calls with prospects, center of influence (COIs), and existing clients to strengthen relationships and identify business opportunities.
Business Relationship Manager I
3 Years 1 Month- Developed and maintained strong relationships with a portfolio of 120 business clients with annual revenues between $1MM and $15MM, driving improved satisfaction and retention.
- Partner closely with Commercial Banking and Start-Up groups to provide tailored solutions for more complex clients.
- Provided Cash Management, Treasury Solution, and Deposit product onboarding.
- Use knowledge of finance, business, banking, credit, and risk management to source lending opportunities up to $500K.
- Collaborated with cross-functional teams to deliver solutions such as service, merchant services and wealth management products.
- Conducted in-person calls with prospects, centers of influence (COIs), and existing clients to strengthen relationships and identify business opportunities.
AVP - Retail Banking & Loan Officer
1 Year 8 Months- Oversaw a deposit portfolio of $250MM consisting of high-net-worth consumer and business clients.
- Directed a newly created department to manage a $200MM internet non-brokered CD portfolio.
- Streamlined commercial business client onboarding and existing client services creating uniform procedures for the firm's database.
- Oversaw a four-person team, including coaching and performance management.
- Prioritized deposit and loan portfolio growth, built referral networks, and cultivated partner relationships.
- Coordinated and facilitated community events to boost business development, e.g., Holiday Stroll, etc.
Branch Manager
10 Months- Led branch operations to ensure compliance with regulatory standards and internal policies.
- Originated various loan products, including mortgages, home equity lines, and auto loans, at branch location.
- Implemented training programs to elevate team efficiency and service quality across all levels.
- Analyzed financial reports to identify trends, guiding strategic decisions that strengthened profitability.
- Implemented training programs that improved team skills and service quality, leading to enhanced customer experiences.
Professional Football Player
8 Months- Led team practices, improving player skills and tactical understanding through targeted drills.
- Analyzed game footage to refine tactics and enhance player decision-making during competitions.
- Mentored junior players, promoting skill development and collaboration within the roster.
- Mentored junior players, fostering growth and teamwork within the roster.
Education
Bachelor of Science - Sports Management
- Awarded NCAA Football Division 3 All- American
- 2x NCAA Football Team Captain
Skills
Influencing skills
Excellent communication
Critical thinking
Team leadership
Analytical problem solving
Relationship Management
Timeline
Business Relationship Manager II
JPMorgan Chase
08.2026 - CurrentRead More
Business Relationship Manager I
JPMorgan Chase
07.2023 - CurrentRead More
AVP - Retail Banking & Loan Officer
Hingham Institution for Savings
10.2021 - 06.2023Read More
Branch Manager
Trustco Bank
11.2020 - 09.2021Read More
Professional Football Player
Canadian Football League
05.2019 - 01.2020Read More
The State University of New York At Cortland
Bachelor of Science from Sports Management
Read More