Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Melissa Matthew

Charleston,SC

Summary

Performance-driven Vice President with 7 years of experience aligning systems with business requirements, policies and regulatory standards. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented and well-versed in interfacing and consulting on business processes to drive results. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.

Overview

12
12
years of professional experience

Work History

New Build Branch Manager, Market Expansion, VP

JP Morgan Chase
01.2021 - Current

Directly responsible for overall profitability, sales, service, and financial oversight of branch. Define and implement long and short-term objectives; oversee daily operations, regulatory compliance, policy enforcement and strategic direction of New Build project activities.

  • Worked alongside Market Director to facilitate Branch Manager Meetings quarterly; helping to coach and share best practices for process improvement.
  • Achieved project deadlines for five banking centers by coordinating with cross-functional teams to manage performance.
  • Recruited over 30 individuals and oversaw personnel to achieve performance and quality targets.
  • Analyzed project performance data to identify areas of opportunity and coached individual managers on process improvement.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

Branch Manager, VP

JP Morgan Chase
01.2018 - 01.2021

Inclusive and Innovative leader who effectively leads branch staff to exceed sales goals while delivering excellent customer service and dedicated to continuous improvement in location performance.

  • Maintained over 90% in customer satisfaction score for 3 consecutive years, 2018-2020.
  • Successfully attained 100% of branch commitments resulting in Performance level 1 designation for two consecutive years.
  • Served on Diversity and Inclusion Committee alongside Market Directors for 2 consecutive years, delivering seminars and community service activities for over 2000 employees in New Jersey.
  • Leadership Executive for NJ Volunteer Leadership Group.
  • Managed two branch locations, while focused on process improvement and employee development.

Private Client Banker, Manager on Duty

JP Morgan Chase
06.2012 - 12.2017

Cultivate and manage new and existing client relationships of high net-worth and influence; and promote a full array of Wealth Management and Private Client banking products and services.

  • Effectively managed staff of 6 employees, while simultaneously managing book of high net-worth clients during Branch Manager's absence.
  • Addressed key client queries and resolved them expeditiously; promoting sustained revenue growth through client retention and leveraging of related business opportunities.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Maintained in-depth product and service knowledge for well-informed customer advice.

Education

Certificate Program - Project Management

Cornell University
Ithaca, NY
01.2024

Masters of Business Administration (MBA) - Finance

Florida A&M University
Tallahassee, FL
05.2009

Skills

  • Effective execution
  • Excellent communication skills
  • Customer Relationship Management
  • Coaching, Mentoring and Employee Development
  • Risk Mitigation
  • Business Development
  • Process Improvement
  • Key Performance Indicators
  • Client Relationship Management
  • Strong Team-Builder

Accomplishments

  • Successfully maintained customer satisfaction score of 97%, leading the Southeast region at #1 for 2022.
  • Received the Champion of Chase Award for exemplary performance and service to the Southeast Region.
  • Increased First Time Investors by 150% through implementation of strategic initiatives.
  • Achieved 101.1% in Credit Card activations through effective coaching.
  • Successfully opened 5 New Build Branches in two years

Additional Information

  • 2022-2023 Divisional Branch Manager Council
  • 2023 Talent Acquisition Lead for Coastal South Carolina
  • South Carolina Market Site Lead, responsible for hiring and coaching over 40 employees in preparation for branch opening.
  • Mentor Manager for all new Branch Manager Trainees in the South Carolina Market.

Networking Groups:

Women on the Move – Branch Engagement Chair

PRIDE – Treasurer



Timeline

New Build Branch Manager, Market Expansion, VP

JP Morgan Chase
01.2021 - Current

Branch Manager, VP

JP Morgan Chase
01.2018 - 01.2021

Private Client Banker, Manager on Duty

JP Morgan Chase
06.2012 - 12.2017

Certificate Program - Project Management

Cornell University

Masters of Business Administration (MBA) - Finance

Florida A&M University
Melissa Matthew