Mearg Tesfay
Alexandria,VA
Summary
Client-focused Branch Manager, VP offering Business Banking and Consumer Banking a 10 + year career of outstanding achievement in banking and financial services. Adept at communicating effectively with various business clients and determining and addressing their financial needs. Highly talented, success-driven, intuitive, and known as an energetic and enthusiastic individual with broad-based knowledge in retail banking and small business lending; equipped with exceptional organizational and communication skills, complemented with keen attention to detail.
Overview
11
11
years of professional experience
Work History
Branch Manager, VP ( Business Banking )
JPMorgan Chase
05.2022 - Current
- Leveraged industry knowledge and market trends to identify potential challenges and recommend appropriate solutions for clients'' unique needs.
- Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs
- Work with Partner and 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. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience.
- Deliver an outstanding experience to business clients by providing
- Build partnerships with local businesses to build the brand in the local market area through strong community involvement.
- Conducting business development calls, comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
- Solid skill in Cross selling, Strong partnerships and work with branch partners, including Financial Advisors, Home Lending and Business Banking, to grow deposits and investment.
- Established and checked coding procedures, monitored reports and updated internal files.
- Successfully fostering and developing long-term relationships with small business clients
Branch Manager, AVP, Small Business Specialist
TD Bank NA
08.2015 - 05.2022
- Assessing various resources to generate accurate and complete credit recommendations along with recognizing several deteriorating credit situations.
- Conducting business development calls and cultivating a positive working relationship with internal partners in retail banking, cash management, brokerage, and merchant services to successfully meet clients’ specifications.
- Successfully fostering and developing long-term relationships with small business clients.
- Exemplifying solid skills in cross-selling business and consumer products to business owners and decision-makers.
- Small Business specialist, business relationship management activities with new and/or existing clients and partnering with RM to increase book of business and grow sales
- Develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses.
- Provide superior service in promoting a wide array of financial products and services, such as taking mortgage loan applications, sales of insurance products, and working with small business customers on Small Business loans, and Merchant Services.
Financial Services Representative
SunTrust
01.2014 - 05.2015
- Created and implemented innovative financial strategies to increase profitability.
- Managed client financial portfolios to minimize risk and optimize returns.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Facilitated educational workshops on various financial topics, empowering clients to make informed decisions about their finances.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
FINANCIAL SERVICES/INSURANCE AGENT
Statefarm Insurance
01.2013 - 01.2014
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on insurance policies and procedures.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Investigated and processed claims swiftly to keep customers satisfied.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Generated leads through cold-calling, networking and other outreach methods.
Education
Bachelor of Science - Environmental Science, Biology
University of Virginia
Charlottesville, VA05.2012
Associate of Science -
Northern Virginia Community College
Annandale, VA05.2010
Skills
- Outstanding Customer Relations
- Business Management and Operations
- Superior Interpersonal Skills
- Highly Organized and Strong Analytical Abilities
- Problem Resolution and Decision Making
- Articulate Oral and Written Communication
- Unique Prospecting Techniques
- Able to Multitask in Fast-Paced Environments
Additional Information
University of Virginia – Extra Curricular Activities
Participated in activities to promote cultural awareness; conducted research on fundraising projects to increase visibility at the University and surrounding communities.
DIRECTOR OF PUBLIC RELATIONS/FUNDRAISING CHAIR – CO FOUNDER (October 2010 to August 2012)
Elected as Director of Public Relations. Organized based on the principles of SANKOFA, “reach back and get it”, in other words look back at the past, remember its lessons, principles, and store as seeds for the future. Assist in acclimating immigrant families to their new life in the United States.
Promoted Alpha Epsilon Delta Premedical Society’s premed students connect through presentations,newsletters, handbooks, MCAT reviews, tutoring, peer-advising, mentoring and social events.
Languages: English, Tigrinya, Amharic
Timeline
Branch Manager, VP ( Business Banking )
JPMorgan Chase
05.2022 - Current
Branch Manager, AVP, Small Business Specialist
TD Bank NA
08.2015 - 05.2022
Financial Services Representative
SunTrust
01.2014 - 05.2015
FINANCIAL SERVICES/INSURANCE AGENT
Statefarm Insurance
01.2013 - 01.2014
Bachelor of Science - Environmental Science, Biology
University of Virginia
Associate of Science -
Northern Virginia Community College