Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kevin T. Enterlein

St. Petersburg,FL

Summary

Highly motivated and detail-oriented professional seeking to utilize a background in commercial banking, finance, extensive customer service, people skills, as well as leadership, communication, and analytical skills to support team deliverables and projects.

Overview

12
12
years of professional experience

Work History

BUSINESS RELATIONSHIP MANAGER II

JPMorgan Chase
02.2022 - Current
  • Business Develop Palm Beach and Broward County to acquire quality $1-10MM new clients
  • Manage and grow a portfolio of clients where I am the trusted advisor and build relationships by providing financial advice to business clients, with a focus on the client experience and risk management
  • Responsible for relationship management for Business Banking Clients, and support the structure of credit deals including owner-occupied commercial real estate, equipment and SBA financing, general term loans/lines of credit, Cash Management/Treasury products, and depository relationships
  • Develop and manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects, while using knowledge of business, finance, banking, credit, and risk management to identify, recommend and promote products and solutions that best serve the client.

BUSINESS RELATIONSHIP MANAGER I

JPMorgan Chase
06.2015 - 01.2022
  • Assist RM1+ with completing all new account opening for Special Purpose business accounts as well as Office Business accounts for the entire Southeast and Northeast Business Banking regions
  • Reinforce self-service channel options and innovations to enhance customer's self-service adoption and usage experience, including, but not limited to Chase Online for Business, Chase Quick Deposit, Balance/
  • Transaction Notification Alerts, Telephone Banking adoption with a focus on the VRU, i-Statements, etc
  • Validate 'Know Your Customer' and NAIC information to include CIP for beneficial owners while enhancing data quality elements to confirm designated medium and/or moderate risk rating where needed.
  • Identify up-selling and relationship deepening opportunities with portfolio clients, migrate customers to Small Business and refer sales opportunities to RM1+ as needed to effectively meet client needs.
  • Additionally, I analyze portfolio account maintenance and remediation workflows, as needed, to address risk and control issues with portfolio customers
  • I also work independently with clients to assess business needs and promote appropriate solutions to enhance the customer experience while lowering the cost-to-serve for both parties.

RELATIONSHIP OFFICER

JPMorgan Chase
03.2014 - 06.2015
  • Analyzed and created lead way packets for Relationship Managers through the Southeast Region based on a list of over 600 small business Prospects
  • Completed a number of GNP projects including analysis of the country's 50 worst non-for-profit charities based on the value of every dollar donated to the actual charity as well as Independent Private School organization and research based on revenues of $0-$30MM
  • Attended the 2nd Quarterly Business Review in Orlando, FL to meet with the market managers of the SE Region, CEO of Business Banking, and Area Managers in the FL East market to successfully network, learn in-depth banking strategies, and review the most recent quarter's financials
  • Helped write an Opportunity Memo for an underlying loan request which was approved by underwriting after having sorted client information from Chase online resources between credit, account deposits, and cash management products
  • Successfully transferred into part-time position which includes AML/KYC risk surveys and research as well as a continuation of Relationship Manager Sales Calls shadowing.

Education

MASTER OF BUSINESS ADMINISTRATION (M.B.A.) - INTERNATIONAL FINANCE

Florida Atlantic University
Boca Raton, FL
08.2019

BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION: FINANCE

University of South Florida
12.2013

Skills

  • Sales Expertise
  • Public Speaking
  • Customer Relationship Management
  • Verbal and Written Communication
  • Business Management and Development
  • Loan Documentation
  • Client Relationships
  • Microsoft Office Proficient (Word, Excel, PowerPoint)

Timeline

BUSINESS RELATIONSHIP MANAGER II

JPMorgan Chase
02.2022 - Current

BUSINESS RELATIONSHIP MANAGER I

JPMorgan Chase
06.2015 - 01.2022

RELATIONSHIP OFFICER

JPMorgan Chase
03.2014 - 06.2015

BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION: FINANCE

University of South Florida

MASTER OF BUSINESS ADMINISTRATION (M.B.A.) - INTERNATIONAL FINANCE

Florida Atlantic University

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