Marlenyn Garcia

I work helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. Managed a portfolio of 135 existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 70 – 90 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 $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
• 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

• Oversaw daily operations, ensuring compliance with banking regulations and operational standards.
• Managed team performance through coaching, training, and regular feedback sessions.
• Developed and implemented strategic initiatives to enhance customer service and satisfaction.
• Analyzed branch performance metrics to identify areas for improvement and drive results.
• Led risk management strategies to mitigate potential losses and ensure branch security.
• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
• Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
• Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
• Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
• Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
• Complied with regulatory guidelines and requirements.
• Consulted customers to boost product sales and services.
• During my period as a Branch Manager we improved or Scorecard from Performance Level 6 to level 2.

• Coordinated community outreach programs to enhance engagement and participation.
• Established partnerships with local organizations to expand resources and support networks.
• Evaluated volunteer performance to identify areas for development and recognition opportunities.
• Advocated for strategic initiatives that increased program visibility within the community.
• Provided ongoing recognition for outstanding volunteer contributions, fostering a sense of pride and accomplishment among team members.

• Managing assigned customers and proactively meeting with them in person and over the phone to build lasting relationships, discover financial needs and tailor product and service recommendations.
• Making lives of customer easier by sharing and setting up self-service options access their accounts 24/7.
• Partnering with specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Adhering to policies, procedures and regulatory banking requirements.

• Interviewed prospective tenants and recorded information to ascertain needs and qualification.
• Familiar with HDC/HFA/ DHCR compliance guidelines.
• Assisting with tenant move in: Responsible for leasing properties over 200 units.
• Completed Section 8 (NYCHA, HPD & HRA) landlord packages.
• Safely secure tenants security deposits.
• Conduct housing lotteries with HDC and HPD.
• Tenant and applicant translator for Leasing Agents, Social Worker, and Property Managers.
• Process credit screenings through Corelogic, Saferent formal known as First Advantage reporting system.
• Complete clients initial certifications in accordance with HDC regulations.
• Answering multiple phone lines.
• Preparing and conducting group lease signings.
• Administrative Support
• Developed standard operating procedures.
• Mailroom clerk
• Receive, pre-qualify and number incoming vacancy applications.
• Maintain rejected and approved clients files for agency audits.
• Front desk application intake and receptionist coverage.
• Schedule and confirm daily appointments.
• Conduct housing lotteries with HDC.
• Escort and present models units to prospective tenants.
• Pre-inspection and prepare punch list for construction for pre-lease units.
• Tenant and applicant translator for Leasing agents, Social Workers and Property Managers.
• Process credit screenings through Corelogic, Saferent formal known as First Advantage reporting system.
• Schedule lease signing to approval clients.

• Preparing and conducting lease signings.