Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Matthew Serafini

Summary

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 15 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.

Overview

20
20
years of professional experience

Work History

Business Relationship Manager

JPMorgan Chase
04.2022 - Current
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Participated in staff meetings to discuss innovative strategies to improve services.

Private Client Banker

JPMorgan Chase
02.2009 - 04.2022
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Helped clients make informed decisions about financial future.

Sales Manager

Senior Solutions
01.2009 - 02.2009
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

Insurance Sales Representative

Prudential Securities
01.2007 - 01.2009
  • Reviewed customer needs and financial means to determine appropriate policy offerings.
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Maintained detailed records of customer information and policy sales.
  • Generated sales by recommending policies and add-ons.
  • Connected with prospective clients to set appointments.
  • Followed up promptly with interested clients to close sales.

Site Manager

Illinois Brick Company
02.2004 - 10.2006
  • Interviewed, hired, and trained new workers.
  • Oversaw all daily office operations and equipment maintenance.
  • Created weekly and monthly reports and presentations for management team.
  • Kept sites compliant with OSHA, state, and local regulations to prevent unnecessary risks.
  • Assumed responsibility for personnel deployed to work site.
  • Resolved issues between employees and customers using company policies.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.

Education

Bachelor of Science - Accounting

University of Evansville
Evansville, IN
12.2003

Skills

  • Customer Interaction
  • Customer Relationship Management
  • Relationship Review Process
  • Account Analysis Expertise
  • Performance Goals
  • Verbal and Written Communication
  • New Business Generation
  • Customer Proposals
  • Client Needs Assessment
  • Client Relationships
  • Business Relationship Cultivation
  • Strategic Planning

Accomplishments

  • Collaborated with team of 50 in the development of Small Business Services for retail branch locations.
  • Achieved National Sales Achiever through effectively helping clients and recommending solutions.
  • Supervised team of 12 staff members.

Timeline

Business Relationship Manager

JPMorgan Chase
04.2022 - Current

Private Client Banker

JPMorgan Chase
02.2009 - 04.2022

Sales Manager

Senior Solutions
01.2009 - 02.2009

Insurance Sales Representative

Prudential Securities
01.2007 - 01.2009

Site Manager

Illinois Brick Company
02.2004 - 10.2006

Bachelor of Science - Accounting

University of Evansville

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Matthew Serafini