Summary
Overview
Work History
Skills
Timeline
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Joselito Gerena

Business Relationship Manager
Burr Ridge,IL

Summary

Dynamic business relationship manager with a proven track record in implementing impactful client engagement strategies and overseeing diverse portfolios. Successful in cultivating strong business relationships that drive improved client satisfaction and retention. Recognized for exceptional leadership, collaborative teamwork, and effective communication skills, consistently delivering results that align with organizational goals. Committed to fostering long-term partnerships that contribute to mutual growth and success.

Overview

15
15
years of professional experience

Work History

Business Relationship Manager

BMO Bank
06.2023 - Current
  • Manage a portfolio of business clients across 10 branch locations to drive consistent revenue growth and retention.
  • Conduct thorough market research and analysis of diverse types of businesses and industries to identify and initiate business development efforts.
  • Closely evaluate financial statements and assess credit worthiness to qualify applicants for appropriate credit facility.
  • Offer tailored treasury solutions and partner with product specialists to establish, grow and retain business relationships.
  • Develop internal and external networks and referral sources to obtain new business and deepen current client relationships.

Business Relationship Manager

JP Morgan Chase Bank
01.2022 - 06.2023
  • Managed a book of high net worth client accounts across 9 branch locations.
  • Set client appointments daily to find customer focused cross-selling opportunities.
  • Achieved sales goals through product offering of commercial lending, lines of credit, merchant processing services, business 401k options, and fraud protection services.
  • Exceeded performance metrics for client experience.
  • Networked with industry partners to increase referral opportunities.

Branch Manager

JP Morgan Chase Bank
03.2017 - 01.2022
  • Coached and engaged employees in business processes with positive and collaborative techniques.
  • Collaborated with bankers, as well as branch partners to expand and grow customer sales, resulting in increase in investment balances by 23%, home loans by 12% and business lending by 8% year over year.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Evaluated employee performance through appraisals and routine feedback sessions to facilitate continuous development of skills and knowledgebase.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the communities we served.

Sales Manager

JP Morgan Chase Bank
06.2016 - 03.2017
  • Conducted one-on-one and team meetings to set sales goals and objectives and set clear expectations about company policies and procedures.
  • Worked with management team to assist with hiring and onboarding of new employees within the branch.
  • Resolved complex problems with high-profile customers to maintain relationships and increase return customer base.
  • Built rapport with customers and networked within the community to drive business growth.

Relationship Banker

JP Morgan Chase Bank
07.2010 - 06.2016
  • Managed a book of 200 clients to cross-sell and find new business opportunities.
  • Cultivated strong client relationships by providing tailored advice and services to suit changing financial circumstances.
  • Partnered with financial and home lending advisors, as well as business relationship managers to drive sales.
  • Boosted branch production and revenue by 13% by consistently meeting all monthly and quarterly sales goals. Top ranked leader for 3 consecutive years.
  • Increased daily sales by 4% by cross-selling banking products and financial services to clients such as deposit accounts, bonds, and securities.



Skills

  • Sales growth initiatives

  • Customer relationship development

  • Sales and retention initiatives

  • Loan structuring expertise

  • Credit certification expertise

  • Regulatory adherence

  • Risk mitigation strategies

Timeline

Business Relationship Manager

BMO Bank
06.2023 - Current

Business Relationship Manager

JP Morgan Chase Bank
01.2022 - 06.2023

Branch Manager

JP Morgan Chase Bank
03.2017 - 01.2022

Sales Manager

JP Morgan Chase Bank
06.2016 - 03.2017

Relationship Banker

JP Morgan Chase Bank
07.2010 - 06.2016

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Joselito GerenaBusiness Relationship Manager