Lauren Clifton
Flower Mound
Summary
Results-oriented Business Relationship Manager with over 8 years of experience in financial services. Skilled in workload management and team collaboration, consistently exceeding client expectations through tailored banking solutions and proactive relationship development.
Overview
18
18
years of professional experience
Work History
Business Relationship Manager II
JPMorgan Chase
Flower Mound, TX
07.2018 - Current
- Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
- Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
- Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
- Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Private Client Banker
JPMorgan Chase
Coppell, TX
09.2014 - 07.2018
- Prioritized clients and exceeded expectations by delivering attentive, friendly service and creating welcoming environment, effectively communicating value of Chase Private Client to eligible clients.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Identify ways to involve branch partners such as Home Lending Advisor, Business Relationship Manager and Private Client Advisor.
- Engaged in consultative communication to understand clients' needs and build trust through active listening and anticipating their needs.
- Educated clients on technology solutions, leveraging Chase Mobile App, Chase.com, and ATMs to enhance their banking experience and meet their needs anytime, anywhere.
- Collaborate with the team of experts to connect clients with specialized financial solutions.
- Adheres to policies, procedures, and regulatory banking requirements.
Licensed Banker
JPMorgan Chase
Coppell, TX
04.2010 - 09.2014
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Identify ways to involve branch partners such as Home Lending Advisor, Business Relationship Manager and Private Client Advisor.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Engaged in clear, consultative communication to understand client needs, building trust through active listening and anticipation of requirements.
- Educated clients on leveraging technology solutions like Chase Mobile App, Chase.com, and ATMs to meet their banking needs conveniently.
- Learned products, services, and procedures swiftly to consult effectively on banking solutions and connect clients with specialized team experts.
Store Manager
Apricot Lane Boutique
Allen, TX
01.2009 - 04.2010
- Oversaw daily store operations, ensuring high standards of customer service and merchandise presentation.
- Developed promotional strategies that enhanced customer foot traffic and increased overall sales performance.
- Trained and mentored staff on sales techniques, product knowledge, and customer engagement strategies.
- Implemented effective inventory management processes to optimize stock levels and reduce shrinkage.
Education
Bachelor of Arts - Fashion Merchandising
University of North Texas
Denton, TX12-2008
Skills
- Client engagement
- Effective Communication Skills
- Understands how to use and navigate systems and resources
- Workload and Time management
- Industry knowledge
- Team Player
Timeline
Business Relationship Manager II
JPMorgan Chase
07.2018 - Current
Private Client Banker
JPMorgan Chase
09.2014 - 07.2018
Licensed Banker
JPMorgan Chase
04.2010 - 09.2014
Store Manager
Apricot Lane Boutique
01.2009 - 04.2010
Bachelor of Arts - Fashion Merchandising
University of North Texas