Matthew S. Chamlee
Regions Bank
Clemson,SC
1
Certification
11
years of professional experience
Strategic leader with expertise in high-pressure environments and adversity management. Cultivates strong partnerships to align with client needs, ensuring accountability and exceptional service delivery. Committed to team loyalty and client satisfaction, driving successful outcomes in all initiatives.
Work History
Senior Relationship Banker
2 Years 2 Months- Closed three private wealth management deals by leveraging relationships with high net worth clientele over two years.
- Led the branch in lending for over a year, continuing to manage a revolving pipeline that continuously yields business quarter over quarter.
- Cultivated strong client relationships to enhance customer loyalty and retention.
- Analyzed financial needs of clients to provide tailored banking solutions.
- Led team in implementing new CRM system, improving client engagement tracking.
- Managed complex client accounts, ensuring compliance with banking regulations and internal policies.
- Led team initiatives to improve operational efficiency and streamline account management processes.
- Mentored junior bankers, fostering skills development and enhancing team productivity.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
Premier Banker
5 Years- Managed a book of high net worth client households, fostering relationships valued between $250k and $3,000,000.
- Generated new business by managing and servicing existing clients, prospecting through referrals and outbound calls, while developing and coaching bankers and tellers.
- Cultivated relationships with partners across Wells Fargo, enhancing collaboration with Wells Fargo Advisors, Wells Fargo Home Mortgage, Private Mortgage, and Wells Fargo Private Bank.
- Developed strong relationships with partners across Wells Fargo: Wells Fargo Advisors, Wells Fargo Home Mortgage, Private Mortgage, and the Wells Fargo Private Bank.
- Served as a mentor for a newly licensed personal banker 2, helping her to book over $500,000 in investments her first quarter following licensing.
Licensed Personal Banker 2 (SAFE)
2 Years 1 Month- Achieved Top 25 recognition for exceptional performance in Q2 and Q3 of 2016.
- Served as Business Advocate since Q2 2016, providing support and guidance to clients.
- Recognized for my contribution to the ACE Pilot
- Cultivated partnerships with mortgage, private bank, BBG, and Wells Fargo Advisors to enhance service offerings.
- Facilitated PBG's recognition as top branch in West Atlanta for Q2 2016 through leadership in performance initiatives.
- Managed and serviced relationships of households between $50k and $250k and developed strong relationships with clients.
Financial Advisor
1 Year 1 Month- Developed and presented comprehensive financial plans integrating risk management and wealth accumulation strategies to address clients' financial goals.
- Collaborated with certified financial planners to create detailed financial plans tailored for affluent individuals and businesses, enhancing overall client satisfaction.
- Focused on wealth accumulation, estate planning, business succession planning, key person planning, life insurance, annuities, long term disability, and long term care to provide holistic financial solutions.
Education
B.B.A. - Business Management, Finance
Skills
Loan origination
Portfolio management
Wealth management
Investment advisory
Commercial lending
Cash flow analysis
Credit risk assessment
Cross-selling techniques
Customer service
Relationship building and management
Customer Service-oriented
Attention to detail
Certification
- Series 7 (FINRA)-Inactive
- Series 66 (NASAA)-Inactive
- South Carolina Life and Health Insurance License-Active
- Georgia Variable Products License-Inactive
Timeline
Senior Relationship Banker
Regions Bank
04.2023 - 06.2025Read More
Premier Banker
Wells Fargo Bank, N.A.
09.2017 - 09.2022Read More
Licensed Personal Banker 2 (SAFE)
Wells Fargo Bank, N.A.
08.2015 - 09.2017Read More
Financial Advisor
Northwestern Mutual
06.2014 - 07.2015Read More
Georgia College and State University
B.B.A. from Business Management, Finance
Read More