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.