Summary
Overview
Work History
Education
Skills
Accomplishments
Community Involvement
Timeline
Generic

Jennifer Morin

Branch Manager/Vice President
Drums,PA

Summary

To obtain a management position with JP Morgan Chase that utilizes my previous experience and skills in customer experience, sales and leadership.

Overview

30
30
years of professional experience

Work History

Branch Manager/Vice President

JPMorgan Chase & Co.
Temecula Valley, CA
01.2001 - 03.2021
  • Managed daily operations of $225 million dollar retail bank branch. Leading, coaching, training and developing a team of 15+ employees and 3 business partners providing Private Client Services.
  • Recognized consistently as leader in Customer Satisfaction results.
  • Analyzed monthly branch production and developed individualized employee plans to acquire and deepen new and existing relationships and provide excellent customer experience.
  • Developed a team of employees who respect and value diversity, inclusion, and work cohesively to reach common goals that are valued by our clients and community.
  • Provided environment to ensure employees abide by regulatory guidelines, policies and procedures and successful branch audit. Directly responsible for compliance in KYC, AML, BSA and completion of monthly audit certification.
  • Utilized and coached employees to manage and grow client relationships, opportunities on Sales Force.
  • Coach and develop employees for growth and advancement through individual development plans.
  • Talent Assignment Leader (TAL) - hosted and conduct interviews. Partner with recruiter for evaluations and offers for Associate Banker for market of twelve branches.
  • Branch Manager Mentor - assist/partner with newly promoted Branch Manager trainees in all areas of their training program.
  • Lead team through a successful acquisition merger from Washington Mutual to JP Morgan Chase in 2008.

Assistant Manager/Assistant Vice President

JPMorgan Chase & Co.
Temecula Valley, CA
05.1991 - 12.2000
  • Partnered with Branch Manager in hiring, coaching, developing employees in operations and sales.
  • Support Branch Manager in all areas including performance management and performance reviews.
  • Created environment to ensure daily operational compliance and successful branch audits.
  • Lead successful team of 25+ employees and branch partners with consumer and residential loan production, new household acquisition, cross selling and client experience.
  • Lead team through successful merger from Home Savings of America to Washington Mutual in 1998.

Education

Cypress College
Cypress, CA

Fullerton College
Fullerton, CA

Skills

  • Outstanding leadership and communication skills
  • Customer focused approach to trouble shooting, resolving problems and ensuring repeat business
  • Develop and maintain excellent relationships with clients, peers, partners and management
  • Ability to build, lead and motivate a cohesive sales and service team
  • Proficient in Microsoft Word/Excel

Accomplishments

  • National Branch Manager Achiever 2018 (Top 50 Branch Manager)
  • National Sales Conference Award - Branch Manager (Top 10%/PL1 - 2020, 2019, 2018, 2016)

Community Involvement

  • Susan G. Komen (2013 - 2020) - Team Captain (Race for the Cure walk/expo booth).
  • Habitat for Humanity (2018-2020) - (All women's build, neighborhood cleanup, lead designer Christmas Tree Lane).
  • Home for Heroes.
  • Oak Grove Institute-(Fundraising and student room makeovers).
  • Business Resource Group - Next Gen, Women on the Move.
  • Volunteer Leadership Group - Inland Empire.

Timeline

Branch Manager/Vice President

JPMorgan Chase & Co.
01.2001 - 03.2021

Assistant Manager/Assistant Vice President

JPMorgan Chase & Co.
05.1991 - 12.2000

Cypress College

Fullerton College
Jennifer MorinBranch Manager/Vice President