John Chae

• Dedicated business banking partner, responsible for sales, marketing and banker training for Treasury Management, Fraud prevention, Commercial credit and Merchant Services solutions for coverage area. Coverage of 2~4 regions in Northeast Market (NJ,NY,PA) 28~50 Financial Centers.
• Sold Fiserv/Firstdata Software and Point of Sales equipment since 2012. Specialist in retail and service business management tools software and app based platforms. Proficient in E-commerce development and integrations.
• Delivering results for the highest fee based revenue source within the Business banking sector for Institution.
• Currently top leader in sales and revenue in the Northeast Market. Top 5% production leader in nationwide footprint of over 164 payment advisors.
• Collaborated with Territory and Regional leadership, Branch management and platform staff. Product owners and all business banking partner from various lines of business within the retail and business banking space.
• Regional unit and revenue sales goals for coverage areas achieved above goal targets for the first 2 consecutive years of department inception.
• Mentored 3 new executives during 3 year period new to VPA role without previous Merchant Service or TM experience.
• Payment Team Advisory Board member. Currently developing underwriting sales process QRG for VPA business line.
• Provided direct training and worked directly with underwriting team to review and process credit and risk guideline for business solutions sold.

• Dedicated product specialist and partner to retail and business banking. Positioned tailor credit card processing solutions for e-commerce, retail, service, manufacturing and distribution industries.
• Closed and signed over 1000 local businesses in the Northeast Market. Account management to drive service support and overall satisfaction of business clients in coverage regions.
• Responsible in driving sales and revenue targets, marketing campaigns, banker training and strategic planning for line of business.
• Top 20% performance producer in nationwide footprint of over 200 account executives.
• Took underperforming region that did not hit target for 7 years achieve sales goal and targets in first full year of coverage.
• Received title of Rookie of year leading in sales and revenue in new hire national footprint.

• In field dedicated business partner for coverage regions. Responsible for sales and revenue. Marketing and banker training and strategic planning to drive line of business.
• Held monthly regional training classes for new hire and existing bankers.
• Exclusive representative from MS sales team as dedicated sales partner for Northern NJ Business banking team of 7 Relationship Business banking managers. ($2~$20M in revenue)
• Q1 2016 - Top sales leader for Northeast Market.
• 2015 Platinum Club, Top 10% in overall sales within company footprint
• 2014 Platinum Club, Top 20% in overall sales within company footprint.

• Responsible to drive sales and revenue, opening new relationship and maintaining current book of business for the financial center.
• Drove loan revenue in personal and business lending solutions and referrals to business and personal partners at the bank.
• Top performer in the marketing leading in partner referral sales in Investments, mortgage and business banking services.
• Licenses:

-Series 6

-Series 63

-Insurance

• 2012 Platinum banker achievement leading in Investment and Business banking partner production.