LYNETTE SHEA
Jackson,NJ
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional 20 years' experience in Financial Services.
Overview
22
22
years of professional experience
Work History
Business Relationship Manager
JPMorgan Chase & Co
01.2022 - Current
- Utilized advanced financial analysis techniques to accurately assess client needs. Ranked # 2 out of 217 in peer group.
- Developed customized solutions in response to unique client needs, fostering long-term partnerships. Managed book of 120 clients. Closed 3.5mm in business lending.
- Collaborated with cross-functional teams to develop and implement strategic initiatives for business growth generating 18mm in balances.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills. Ranking #3 out of 217 in Cash Management with 75K in production.
Vice President, Branch Manager
J.P. Morgan Chase & Co
07.2010 - 01.2022
- Managed Private Client Branch with average of $4MM in monthly deposits and $290MM in D&I
- Received superior customer service satisfaction scores for 6 consecutive quarters
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Received Employee of the Quarter Service award in 2014 for 4 consecutive quarters
- Hired, developed and coached branch staff resulting in 20 promotions within 5 years of position held.
Assistant Branch Manager
Bank of America
07.2006 - 07.2010
- Tracked and managed service and operational performance metrics through monitoring of daily activities and reports; if necessary, develop, communicate and execute action plans to close gaps between goals and results
- Established operational objectives and work plans and delegated assignments to subordinate managers
- Completed 6 performance reviews each quarter, offering praise and recommendations for improvement
- Participate in community affairs to improve the Banks visibility and enhance new or existing business opportunities.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
Financial Center Operations Manager
Citibank
08.2004 - 06.2006
- Processed quarterly Vault and ATM audits with zero error rate
- Coordinated daily cash reconciliation at high-volume location
- Prepared, sorted and distributed KYC reports to appropriate departments
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Collaborated with cross-functional teams to develop innovative solutions for complex operational challenges.
- Elevated staff performance levels by conducting regular training sessions focused on skill development and product knowledge enhancement.
Assistant Operations Supervisor
Astoria Federal Savings Bank
06.2003 - 07.2004
- Scheduled staffing for team of 12
- Pulled daily branch reconciliation reports
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Personal Banker
Astoria Federal Savings Bank
04.2002 - 05.2003
- Successfully cross sold banking and insurance products to meet or exceed monthly incentives
- Profiled clients to develop pipeline for investments and insurance referrals
- Reviewed files, records and other documents to obtain information and respond to requests.
Education
Associate of Arts - Sociology
LaGuardia Community College
Queens, NY01.2004
Skills
- Staff Training & Development
- Sales Management
- Regulatory Compliance
- Revenue Growth Generation
- Operations Management
- Workload Management
- Client Engagement
- Influencing skills
Accomplishments
2023 National Achiever in Business Banking
Women's Professional Network Committee
Client Experience Council 2023 & 2024
Timeline
Business Relationship Manager
JPMorgan Chase & Co
01.2022 - Current
Vice President, Branch Manager
J.P. Morgan Chase & Co
07.2010 - 01.2022
Assistant Branch Manager
Bank of America
07.2006 - 07.2010
Financial Center Operations Manager
Citibank
08.2004 - 06.2006
Assistant Operations Supervisor
Astoria Federal Savings Bank
06.2003 - 07.2004
Personal Banker
Astoria Federal Savings Bank
04.2002 - 05.2003
Associate of Arts - Sociology
LaGuardia Community College
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