Summary
Overview
Work History
Education
Skills
Websites
Professional Development & Associations
Awardsrecognition
Accomplishments
Professional Development & Associations
Timeline
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Melody McCrea

BOWIE,Maryland

Summary

Passionate about banking and committed to building meaningful client relationships. Specializes in delivering personalized financial solutions to commercial bank clients. Known for fostering trust and solving problems with care. Dedication lies in maximizing client satisfaction and helping them achieve their financial goals, contributing to both their success and the growth of the community.

Overview

12
12
years of professional experience

Work History

Commercial Banker

JPMorgan Chase
05.2022 - Current
  • Develop and manage a diverse portfolio of commercial clients, tailoring financial solutions to meet their individual and intricate requirements.
  • Lead strategic initiatives to expand client relationships, resulting in significant revenue growth and client retention
  • Collaborate with cross-functional teams to seamlessly deliver integrated banking solutions, enhancing the client experience
  • Drive diversity, equity, and inclusion efforts by focusing on serving minority-owned businesses and underrepresented communities.
  • Lead and mentor a team of junior analysts, overseeing their professional development, performance, and project assignments. Achieved a high-performing team, leading to a 20% improvement in annual performance ratings and a 15% increase in employee satisfaction scores

Vice President, Institutional Relations

The Harbor Bank of Maryland
11.2021 - 10.2022
  • Spearheaded direct sales and marketing strategies, successfully contributing to the goal of growing Institutional Partnerships by $1.8 billion in 2022
  • Managed a diverse Private Banking Client Portfolio, offering tailored financial solutions
  • Championed the development and execution of a new consumer mortgage initiative in collaboration with executive leadership, driving a strategic shift that significantly increased market share
  • Provided strategic recommendations to mitigate risks, enhancing project completion efficiency.

Business Banking Relationship Manager

M&T Bank
08.2019 - 10.2021
  • Cultivated and managed banking relationships with business clients, specializing in serving minority and women business owners
  • Delivered tailored financial solutions by leveraging internal partnerships, significantly enhancing client satisfaction and retention
  • Engaged with community partners to advocate for and support entrepreneurs from underrepresented backgrounds through education and access to capital
  • Expanded network by developing relationships with key community influencers and referral sources.

Private Banking Client Service Specialist

Wilmington Trust
07.2017 - 08.2019
  • Efficiently handled daily client transactions and inquiries, ensuring compliance with FINRA and federal regulations
  • Advised clients on banking needs, identifying and capitalizing on cross-selling opportunities across the wealth management spectrum.

Project Administrator

Wilmington Trust
08.2014 - 07.2017
  • Managed cross-functional projects, ensuring timely and successful completion while adhering to budget constraints
  • Developed and disseminated financial reports for senior management, providing insights that informed strategic decisions.

Relationship Banker

M&T Bank
03.2013 - 08.2014
  • Managed a portfolio of over 200 clients, leading sales within the branch for four consecutive quarters through targeted relationship management.

Education

MBA -

University of Maryland
Baltimore, MD
05.2024

BBA - Marketing

Howard University
Washington, DC
12.2013

Skills

  • Effective Communication (Written & Verbal)
  • Diversity, Equity & Inclusion Advocacy
  • Financial Analysis & Underwriting
  • Leadership & Team Management
  • Portfolio & Relationship Management
  • Project Management
  • Strategic Partnerships Development
  • Risk evaluation

Websites

Professional Development & Associations

  • JPMorganChase Leadership Edge Program
  • M&T Management Development Program
  • M&T Relationship Manager Sales Program
  • Baltimore Symphony Orchestra Planned Giving Advisory Council Member
  • Penn North Board Treasurer
  • Stocks in the Future Board Member

Awardsrecognition

  • M&T Bank: 2020 Commercial Bank President’s Council
  • The Daily Record: 2021 Leading Women

Accomplishments

    - M&T Bank: 2020 Commercial Bank President’s Council

    - The Daily Record: 2021 Leading Women

Professional Development & Associations

- M&T Management Development Program
- M&T Relationship Manager Sales Program
- Baltimore Symphony Orchestra Planned Giving Advisory Council Member
- Penn North Board Treasurer
- Stocks in the Future Board Chair

Timeline

Commercial Banker

JPMorgan Chase
05.2022 - Current

Vice President, Institutional Relations

The Harbor Bank of Maryland
11.2021 - 10.2022

Business Banking Relationship Manager

M&T Bank
08.2019 - 10.2021

Private Banking Client Service Specialist

Wilmington Trust
07.2017 - 08.2019

Project Administrator

Wilmington Trust
08.2014 - 07.2017

Relationship Banker

M&T Bank
03.2013 - 08.2014

MBA -

University of Maryland

BBA - Marketing

Howard University

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Melody McCrea