Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Khiresha Collins

Finance
Philadelphia,PA

Summary

Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.

Overview

7
years of professional experience
6
Certification

Work History

JPMorgan Chase

Private Client Banker
05.2019 - Current

Job overview

  • Managed book of 400+ high net worth clients, who comprised 60% of deposit and investment.
  • Identified and acquired high net worth clients of at least $250k in liquid assets through daily branch interactions.
  • Work closely with Financial Advisor, Home Lending Advisor, Business Relationship Manager.
  • Attained year over year performance growth of over 30%.
  • Drive primary source of revenue through deposits, investments, and lending.
  • Responsible for $10 million branch investments and deposits 2022 acquisition.
  • Actively utilize sales force.
  • #1 banker in philadelphia market for business lending, personal, business and credit card openings.

Citizens Bank

Relationship Banker
07.2017 - 04.2019

Job overview

  • Worked with clients to address and respond to client and partnership management issues.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Solved customer challenges by offering relevant bank products.
  • Presented new and additional products and services to existing customers.

PNC Bank

Personal Banker
03.2016 - 06.2017

Job overview

  • Specialize in banking services.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Answered customer questions and explained available services such as deposit accounts, and convenience services.
  • Maintain branch referral pipeline of 3-5 per week

Education

Saint Joseph University
Philadelphia

Bachelor of Finance

Skills

  • Banking
  • Conflict Resolution
  • Customer Support
  • Financial Services
  • Sales Expertise
  • Creative Thinking

Certification

S.I.E

Series 6

Series 63

PA insurance Life, Health, And accidental

Timeline

Private Client Banker

JPMorgan Chase
05.2019 - Current

Relationship Banker

Citizens Bank
07.2017 - 04.2019

Personal Banker

PNC Bank
03.2016 - 06.2017

Saint Joseph University

Bachelor of Finance

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Khiresha CollinsFinance