Karen Rhoden
Upper Marlboro,MD
Summary
Accomplished Branch Manager and Licensed Relationship Banker at JP Morgan Chase, adept at relationship building and portfolio management. Excelled in boosting sales and client retention through strategic cross-selling and personalized financial solutions. Demonstrated exceptional leadership by exceeding performance targets and fostering team collaboration. Skilled in persuasive communication and problem-solving, significantly enhancing customer satisfaction and branch efficiency.
Results-driven management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in leadership and client relations.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
2025
2025
years of professional experience
Work History
Licensed Relationship Banker
JP Morgan Chase
- Exceeded personal sales goals consistently, contributing significantly towards the branch''s overall success.
- Increased loan portfolio growth by identifying potential borrowers and effectively presenting loan options.
- Strengthened referral partnerships with business lines across the bank to maximize cross-selling potential.
- Boosted sales of investment products by conducting financial needs assessments and recommending suitable options.
- Streamlined account opening processes for new clients, resulting in higher client retention rates.
- Provided exceptional service to high net worth clients, building trust and fostering long-term relationships.
- Maximized cross-selling opportunities by proactively identifying customers'' unmet financial needs.
- Promoted digital banking services to enhance customer convenience and drive adoption rates.
- Conducted regular financial reviews for customers, ensuring optimal management of their portfolios.
- Educated customers on various lending options available, empowering them to make informed decisions about their finances.
- Developed strong client relationships through consistent follow-ups and personalized banking advice.
- Collaborated with branch team members to meet monthly targets, enhancing overall branch performance.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Enhanced customer satisfaction by promptly addressing inquiries and providing tailored financial solutions.
Branch Manager
JP Morgan Chase
08.2021 - Current
Branch Manager
JPMorgan Chase
12.2018 - 08.2021
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Branch Manager
JPMorgan Chase
08.2009 - 08.2018
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Education
Bachelor Of Applied Arts - Psychology
College of New Rochelle, Brooklyn Campus
Brooklyn, NYSkills
- Relationship building and management
- Employee motivation
- Community relations
- Sales expertise
- Portfolio management
- Persuasive communication style
- Teamwork and collaboration
- Attention to detail
- Problem-solving abilities
- Team collaboration
- Effective communication
- Adaptability and flexibility
- Interpersonal skills
- Client relationship management
Timeline
Branch Manager
JP Morgan Chase
08.2021 - Current
Branch Manager
JPMorgan Chase
12.2018 - 08.2021
Branch Manager
JPMorgan Chase
08.2009 - 08.2018
Licensed Relationship Banker
JP Morgan Chase
Bachelor Of Applied Arts - Psychology
College of New Rochelle, Brooklyn Campus
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