Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Briana M. Reed

Haddonfield,NJ

Summary

Experienced relationship manager with 9+ years in business banking and consultative sales. Skilled in building B2B partnerships, managing pipelines, and recommending tailored solutions. Strong interpersonal and outreach skills, ready to drive territory growth.

Overview

7
7
years of professional experience

Work History

Business Relationship Manager

J.P. Morgan Chase Co.
04.2023 - Current
  • Built a personal pipeline and brought in net new clients for a portfolio of 75+ business clients by identifying revenue opportunities, cross-selling financial solutions, and consistently driving account expansion.
  • Collaborate with internal stakeholders and branch leaders to execute targeted sales strategies, support outbound prospecting, and convert leads into high-value clients.
  • Conduct in-depth business reviews to uncover growth potential, upsell additional products, and maximize overall account profitability.
  • Recognized for consistently exceeding sales performance goals and deepening client engagement through a consultative, value-based approach.

Senior Relationship Banker, AVP

M&T Bank
01.2021 - 04.2023
  • - Served as a key point of contact for both consumer and small business clients, identifying growth opportunities and helping customers access relevant banking products.
  • - Participated in local outreach efforts and referred clients for deeper financial solutions based on business needs.
  • - Trained and mentored new hires, sharing strategies for building rapport and identifying cross-sell opportunities.

Small Business Relationship Banker

Citizens Bank
07.2018 - 01.2021
  • - Focused on acquiring and servicing small business clients, meeting revenue goals by identifying customer needs and offering appropriate banking services.
  • - Partnered with business owners through proactive outreach, relationship management, and follow-ups.
  • - Relevant Skills: B2B sales, prospecting strategies, and client retention.

Education

Hospitality Administration And Management

Coastal Carolina University
Conway, SC
06-2015

Skills

  • Experienced in Salesforce CRM utilization
  • Proficient in Microsoft Office Suite
  • Revenue generation
  • Motivated team player
  • Relationship building
  • Goal oriented
  • Sales closing
  • Account management
  • Phone and email etiquette
  • Territory management
  • Sales strategies

Accomplishments

  • Brought in and manage over 75+ accounts providing for $6 million in new business accounts.
  • Currently #1 sales on my team and top 10 in sales in the New England region.
  • Top 5 nation wide year over year in business sales at M&T bank.

Timeline

Business Relationship Manager

J.P. Morgan Chase Co.
04.2023 - Current

Senior Relationship Banker, AVP

M&T Bank
01.2021 - 04.2023

Small Business Relationship Banker

Citizens Bank
07.2018 - 01.2021

Hospitality Administration And Management

Coastal Carolina University

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Briana M. Reed