Leticia Ibarra
Austin,TX
Summary
Goal-oriented Business Banking Manager offering 16 years of experience in field. Practiced negotiator and networker with positive mentality and strong critical thinking skills.
Overview
27
27
years of professional experience
Work History
Business Banking Relationship Manager I
JP Morgan Chase & Company
Austin, TX
07.2006 - Current
- Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase
- Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000
- 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. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
- 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
- Protect the firm by following sound risk management protocols and adhering to regulatory requirements
- Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as needed
Human Resources Officer
MCI Telecommunications
Austin, TX
01.1996 - 07.2006
- Enhanced team workflows and employee job satisfaction by coordinating communication between managers and employees.
- Supervised job interviews and conducted exit surveys to verify compliance with HR best practices.
- Facilitated successful policy implementation and enforcement to maintain legal and operational compliance.
- Processed paperwork and hiring details for promotions and lateral position changes.
- Promoted employee engagement with organizational objectives during new employee orientations and industry conventions.
- Pre-screened resumes prior to sending to corporate hiring managers for consideration.
- Coordinated implementation of people-related services, policies and programs through departmental staff.
- Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency.
- Coordinated employee placements and administrative details.
- Provided thoughtful and engaging new employee onboarding presentations to energize workforce and set organizational expectations.
- Supported talent acquisition and allocation procedures by facilitating targeted recruitment campaigns.
Education
Human Resources Management
University of Pheonix
Online 05.2002
Languages
Spanish
Full Professional
Timeline
Business Banking Relationship Manager I
JP Morgan Chase & Company
07.2006 - Current
Human Resources Officer
MCI Telecommunications
01.1996 - 07.2006
Human Resources Management
University of Pheonix