Summary
Overview
Work History
Education
Skills
Timeline
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Karankumar Patel

Gahanna

Summary

Detail-oriented and results-driven Business Banker with over 2 years of experience in business client management, credit analysis, and portfolio management. Proven expertise in analyzing credit requests, managing client relationships, and ensuring informed decision-making for diverse business banking portfolios. Known for strong interpersonal skills, strategic thinking, and a collaborative approach to achieving client and organizational objectives.

Overview

3
3
years of professional experience

Work History

Business Solutions Banker

JPMorgan Chase
11.2023 - Current
  • Delivered outstanding experiences to a portfolio of 250 high-value business banking and not-for-profit clients by proactively offering tailored financial solutions.
  • Partnered with clients to understand their industries, business needs, and strategic objectives to structure credit solutions effectively.
  • Managed credit opportunities up to $250,000 by understanding client capital needs and aligning them with appropriate lending solutions.
  • Recommended and promoted Cash Management, Card, and Payment Solutions to optimize client cash flow cycles and streamline processing efficiency.
  • Ensured client accounts and funds remained protected by identifying and advising on security best practices.
  • Maintained high client satisfaction by owning survey results for assigned clients and proactively addressing feedback.

Relationship Manager and Business Owner Specialist

Bank of America
08.2022 - 11.2023
  • Developed strong relationships with current and prospective clients, as well as business partners.
  • Analyzed current customer relationships and proactively contacted customers with recommendations to assist them with achieving financial success.
  • Ensured compliance with operational risk and audit procedure and policies.

Manager

Boost Moblie
08.2021 - 06.2022
  • Managed multiple locations and delegated daily tasks to team members to optimize group productivity.
  • Managed customer expectations by clarifying needs, identifying options and recommending products.
  • Organized schedules, workflows and shift coverage to meet expected business demands.

Education

BBA - Business Management

Eastern Kentucky University
Richmond, KY
05-2020

Skills

  • Time Management
  • Verbal and Written Communication
  • Portfolio Management
  • Problem-Solving & Decision-Making
  • Credit Analysis & Risk Management
  • Team Leadership
  • Microsoft Office
  • Fluent in English, Hindi, and Gujarati

Timeline

Business Solutions Banker

JPMorgan Chase
11.2023 - Current

Relationship Manager and Business Owner Specialist

Bank of America
08.2022 - 11.2023

Manager

Boost Moblie
08.2021 - 06.2022

BBA - Business Management

Eastern Kentucky University

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