Summary
Overview
Work History
Education
Skills
Awards
Other Acknowledgements
Timeline
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Justin Roberts

Justin Roberts

Kalamazoo,MI

Summary

Multi-award winning, highly personable, reliable, and dedicated banking professional with over seven years of experience working in the financial service industry. Highly competitive, fast learner, and extremely coachable. Seeking a role where I can use my well-developed rapport-building skills and extensive financial knowledge to grow and maintain a lucrative client base of satisfied clientele.

Overview

9
9
years of professional experience

Work History

RELATIONSHIP MANAGER, ASSISTANT VICE PRESIDENT

PNC PRIVATE CLIENT BANKING
12.2020 - Current
  • I support the establishment, maintenance, and growth of mass affluent and high net worth clientele with Private Client Banking
  • Manage a book of 1200 clients that I meet with regularly to analyze their needs, determine their objectives, and provide sound financial advice, using consultative selling techniques
  • Staying up to date on banking products and services, knowledge of the banking industry, economic and market outlooks, company policies and procedures to provide effective and compliant financial services.

CONNECT SPECIALIST ASSOCIATE

PNC PRIVATE CLIENT BANKING
08.2019 - 12.2020
  • Provide support to Relationship Manager as associate, keeping clients connected, provide administrative support.

INBOUND SALES SPECIALIST

PNC BANK - RETAIL
08.2015 - 08.2019
  • Provided immediate attention to clients calling in to general bank sales phone number to assist with checking, savings, credit, and auto and home equity lending needs.

Education

Sales And Marketing Education

Western Michigan University
Kalamazoo, MI

Skills

    Excellent Communication

    Relationship Building and Management

    Team Leadership

    Product Knowledge

    Strategic Planning

    Microsoft Office

    Salesforce, Genesys, Spirit, Oracle, Tableau

    Ability To Connect - Diversity, Equity, and Inclusion

    Risk and Compliance Management

Awards

2023 - #1 Overall Relationship Manager for the year. Market All-Star (regional sales award), Retail Elite (national sales award), Home Equity Campaign Winner, Q2 I-LEAD Hero, Q1/Q2 Star of the Year

2022 – 1st Inaugural Star of The Year, Credit Card Sales Champion

2019 – Home Equity Campaign Winner - #1 over all branches and call centers

2018 – Home Equity Campaign Winner - #1 over all branches and call centers

Other Acknowledgements

  • 2024, Finished 2023 #1 in lending with $8.6MM and #3 in investment revenue $4.7MM new money to bank. Fall Home Equity Lending campaign winner.
  • 2023, "Q2 I-Lead by Example Winner, RM of the month, and our 3rd ever star of the year for Q1/Q2! I could have selected any number of categories for Justin, but Achieves Results is a perfect fit. Not only has Justin been a consistent contributor in Private Client, but he has also consistently been amongst the best in the program from a sales standpoint monthly and annually. Justin has significantly exceeded all his goals for the last 2 years, showing up as one of the only RM's to accomplish this feat. Additionally, Justin is extremely dedicated to the client experience and helping his peers with challenges that they face. This past week though, Justin was able to discover potential fraud of $5million from a client before it impacted PNC, saving the bank a LOT of money and resources when it had gotten past many others. This year Justin will not only be a part of Market All-Stars but Retail Elite, an award that is only given to 16 people in PNC!"
  • 2022, "For the first inaugural star of the year, I wanted to highlight Justin Roberts. Justin has been an amazing contributor to Team C since he began on the phones just over 2 years ago. He is consistent in his performance across ALL categories. For the first half of the year, Justin was 1 of 2 RM's on the team and 1 of 7 of our programs 108 RM's to hit ALL his goals. Justin is extremely deserving of this recognition not just because of the overall performance but the consistency he shows across all category's month over month in today's environment is something truly stands out. Lastly, I'd like to thank Justin for his contributions to the team from a knowledge standpoint. Justin is always there to help with questions and his partnership across the program allows us to deliver an improved client experience at every level!"
  • 2018 and 2019, #1 overall Spring Lending campaign winner amongst ALL remote and branch sales teams at PNC!

Timeline

RELATIONSHIP MANAGER, ASSISTANT VICE PRESIDENT

PNC PRIVATE CLIENT BANKING
12.2020 - Current

CONNECT SPECIALIST ASSOCIATE

PNC PRIVATE CLIENT BANKING
08.2019 - 12.2020

INBOUND SALES SPECIALIST

PNC BANK - RETAIL
08.2015 - 08.2019

Sales And Marketing Education

Western Michigan University
Justin Roberts