Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Joanne A. Borges

Bridgewater,MA

Summary

Detail oriented team player with strong organizational skills. Results driven Relationship Manager experienced in financial statement review, portfolio review, and business development. Meticulous, conscientious and methodical in approach. Dependable candidate successful at managing multiple priorities with a positive attitude. Passionate individual who enjoys purposeful work.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Vice President Business Development Manager

Chase Bank
Boston, MA
08.2023 - Current
  • Consult with small business clients to determine needs and propose personalized banking solutions.
  • Participate in community events such as Chamber meetings or networking groups to promote bank services.
  • Serve as a liaison between customers, lenders, underwriters, attorneys, appraisers. throughout the life cycle of a loan.
  • Review client's financial statements, tax returns, cash flow projections, and other information related to the loan application process.
  • Monitor market trends closely in order to acquire new clients and deepen relationships with existing managed clients, via Vertical IQ, Industry Journals, and Chase/The Brief.
  • Adhere to regulatory/compliance requirements at all times.
  • Build strong relationships with COIs and One Chase Partners
  • Achieve client loyalty through quality, productivity, service and proactive management.
  • Conduct regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Provide ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
  • Collaborate with internal teams/One Chase Partners to develop strategies that will increase customer engagement levels.

Vice President Relationship Manager

Eastern Bank
10.2015 - Current
  • Developed new banking relationships with business prospects.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Conducted cold- calls to prospect external lead sources and advance sales process.
  • Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Developed strategic plans for day-to-day financial operations.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Planned marketing initiatives and leveraged referral networks to promote business development.

Municipal Development Officer

HarborOne Bank
09.2002 - 10.2015
  • Created strategic and tactical sales initiatives for forward planning to meet key objectives.
  • Conducted cold- calls to prospect external lead sources and advance sales process.
  • Closed new business and streamlined account transition to customer relations department.
  • Researched product pricing, ratings and performance and created comparison spreadsheets to evaluate competitors.
  • Created brochures, invitations, cards and other event and marketing materials.
  • Planned marketing initiatives and leveraged referral networks to promote business development.
  • Fostered and facilitated relationships with product distribution channels to increase product sales.

Education

Bachelor of Science - Accounting And Finance

Bridgewater State University
Bridgewater, MA
05.2009

Skills

  • Business Intelligence Gathering
  • Growth Portfolios
  • Excellent Team Leadership
  • Client Rapport-Building
  • Partnership Cultivation
  • Customer Relationship Management
  • Customer Proposals
  • Business Networking
  • Customer Needs Assessments
  • Site Visits
  • Business Development
  • Coordinate Training
  • Performance Goals
  • Portfolio Strategy
  • Referral Generation
  • Industry Trends

Certification

Obtained Certificate in Business and Commercial Lending through American Bankers Association. May 15, 2023

Affiliations

  • Volunteer, MainSpring House Brockton
  • Volunteer, Rodman for Kids

Timeline

Vice President Business Development Manager

Chase Bank
08.2023 - Current

Vice President Relationship Manager

Eastern Bank
10.2015 - Current

Municipal Development Officer

HarborOne Bank
09.2002 - 10.2015

Bachelor of Science - Accounting And Finance

Bridgewater State University

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Joanne A. Borges