Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Professional Development
Timeline
Generic

Joseph Kim

Nolensville,TN

Summary

Accomplished banking executive with 18+ years of experience in retail and corporate banking, currently serving as a Vice President Branch Manager at J.P. Morgan Chase. Proven track record of driving operational excellence, exceeding performance targets, and leading high-performing teams. Expertise in talent acquisition, process optimization, and cross-functional collaboration. Seeking to transition into a corporate leadership role to leverage strategic planning, data-driven decision-making, and operational expertise to drive organizational success.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Vice President, Branch Manager

J.P. Morgan Chase
Nashville, TN
12.2021 - Current
  • Spearhead recruitment strategies for 15 branches, achieving 100% staffing goals and building a pipeline of top talent
  • Mentor and develop Branch Managers, enhancing leadership capabilities and driving market performance
  • Led Market Expansion HQ site, managing 20+ licensed and unlicensed employees
  • Streamlined onboarding processes, reducing ramp-up time by 25%
  • Partner with One Chase teams (Wealth, Business, Home Lending) to execute bi-weekly structured meetings, resulting in a 30% increase in FTI and business banking referrals
  • Conduct workshops and training sessions for Branch Managers and Bankers on Chase processes, behaviors, and initiatives, achieving 95% adoption of best practices
  • Utilize key metrics to provide actionable insights, improving branch performance and customer satisfaction scores by 15%

Financial Center Manager, Assistant Vice President

Fifth Third Bank
Nashville, TN
06.2020 - 11.2021
  • Ranked in the top 10% for retail sales, service, and operational scorecard
  • Achieved 119% deposit growth and 115% customer retention
  • Managed a $65M book of business, growing household accounts by 10% YOY through strategic sourcing and networking
  • Maintained 99.6% audit compliance by implementing robust fraud prevention and compliance protocols
  • Recruited, trained, and coached team members, resulting in the highest loan volume branch in the region

Owner, Financial Specialist

Xcel Advisors Inc.
Anaheim, CA
08.2015 - 05.2020
  • Grew the business from zero to 300 clients with 150Min−forcelifeinsurancecoverage
  • Closed complex deals, including a 150Min−forcelifeinsurancecoverage
  • Closed complex deals, including a 200K annual premium contract
  • Built trusted relationships with high-net-worth clients, CPAs, and estate attorneys, driving business growth through integrated financial planning solutions
  • Recruited and trained 12+ agents, improving sales effectiveness by 20% through tailored coaching programs

Business Banker / Branch Manager, Vice President

Citibank, N.A.
Irvine, CA
09.2011 - 07.2015
  • Consistently ranked in the top 15% for sales and service production
  • Helped branch achieve 1st quintile ranking nationwide
  • Directed daily operations for a branch with $100M in deposits, ensuring compliance with regulatory and audit requirements
  • Coached and mentored new Branch Managers and Bankers, improving team performance and customer satisfaction scores

Branch Manager, Assistant Vice President

Wells Fargo Bank, N.A.
San Clemente, CA
02.2006 - 09.2011
  • Increased branch ranking from #10 to #1 in sales and service within one year
  • Achieved top 10% customer satisfaction scores for three consecutive years
  • Averted $100K+ in fraudulent transactions through vigilant monitoring and risk management
  • Led the transition during the Wachovia acquisition, onboarding and training new team members on Wells Fargo policies

Education

Bachelor of Science - Business Administration, Marketing

California State University, Northridge
Northridge, CA

Marketing Certificate -

University of California, Irvine
Irvine, CA

J.P. Morgan Chase Business Analyst Program -

Purdue Global University
West Lafayette, IN

Skills

  • Strategic Leadership
  • Team Development
  • Talent Acquisition
  • Employee Engagement
  • Process Optimization
  • Operational Excellence
  • Cross-Functional Collaboration
  • Stakeholder Management
  • Financial Analysis
  • Data-Driven Decision Making
  • Regulatory Compliance
  • Risk Management
  • Customer Experience
  • Relationship Management

Certification

  • TN Life, Accident, and Health Insurance License
  • TN Notary Public, Remote Online Notary
  • NNA Real Estate Loan Signing Agent

Accomplishments

  • Consistently ranked in the top 10% for sales, service, and operational performance across multiple organizations.
  • Grew a book of business to 65M and closed high-value contracts worth 200K+ annually.
  • Achieved 99.6% audit compliance and reduced onboarding ramp-up time by 25%.
  • Mentored and developed 50+ employees, improving team performance and customer satisfaction.

Professional Development

  • Next Level Leadership Program
  • Chase Management Leadership Training
  • Million Dollar Roundtable (MDRT) Member Program
  • Dreambuilders Corefactor Coaching Program
  • Circle of Wealth Advisor Program

Timeline

Vice President, Branch Manager

J.P. Morgan Chase
12.2021 - Current

Financial Center Manager, Assistant Vice President

Fifth Third Bank
06.2020 - 11.2021

Owner, Financial Specialist

Xcel Advisors Inc.
08.2015 - 05.2020

Business Banker / Branch Manager, Vice President

Citibank, N.A.
09.2011 - 07.2015

Branch Manager, Assistant Vice President

Wells Fargo Bank, N.A.
02.2006 - 09.2011

Bachelor of Science - Business Administration, Marketing

California State University, Northridge

Marketing Certificate -

University of California, Irvine

J.P. Morgan Chase Business Analyst Program -

Purdue Global University

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