Results-driven individual with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
7
7
years of professional experience
Work History
Vice President, Branch Manager
JP Morgan Chase Bank NA
04.2021 - Current
Managed a new build within North Georgia’s Northwest Market and focused on driving deposits and investments by providing excellent service to both new and existing clients
Assisted in growing branch D&I growth by approximately 35 Million USD since August 2021.
Observed, coached, and reviewed results with employees on a consistent basis to ensure they are improving in each of their skillsets.
Follows business management cycle to ensure team has a strong framework with controls, sales, and client experience.
Cultivated strong partnerships with One Chase Team including Private Client Advisor, Business Relationship Manager, and Home Lending Advisor
Used reporting to identify opportunities in terms of growing clientele and increasing deposits while educating clients on financial health and resources.
Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
Promoted high employee engagement and retention compared to other locations while constantly advocating for their needs and growth.
100% Branch Review Audit Score in November 2022.
Assistant Vice President, Private Client Banker
JP Morgan Chase Bank NA
08.2019 - 04.2021
Assisted in opening a new build within Chase’s Market Expansion by making contact with existing Chase clients and creating a pipeline for personal deposits, small business deposits, consumer lending, and wealth management.
Provided appropriate banking solutions to clients by thoroughly engaging them to learn about their financial concerns and financial goals.
Worked with Chase’s affluent clients to share the value of its Chase Private Client program and how it will help clients achieve a peace of mind when it comes to their financial future.
Worked with my Private Client Advisor, Home Lending Advisor, and Business Relationship Manager to ensure that we are providing clients with a high level of service and connecting them to the appropriate channels.
Served as a Manager on Duty whenever Branch Manager is out of the office and handles all escalations, overrides, and procedural questions.
Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
Mentored junior staff members, helping them develop their skills and advance their careers within the organization.
Licensed Assistant Branch Manager
TD Bank NA
08.2017 - 07.2019
Assisted in opening a New Build that started out with $0 in deposits by creating a pipeline for personal deposit accounts, small business accounts, and consumer lending.
Has contributed in bringing approximately $12 million in deposits to new store
Helped open accounts for new and existing customers while answering questions about convenience services and other products offered by the bank
Maintained daily operations in the store and educated staff on how ensure the safety of our customers, the bank, and employees by being diligent.
Coached team members on how to identify additional sales opportunities and how to send referrals to myself or our designated business partners in the area.
Assisted customers in applying for loans and collected the proper documentation in order to help consumer loans close in a timely manner.
Provided high quality retirement solutions to individuals preparing themselves for the retirement stages of their life.
#1 Quarterly Audit score in Region of 24 locations for FY 2019 Q1
Closed approximately $500k in annuity contracts
Q3 2018 Top EARN Producer Award Winner
Accounting Intern
Waltham Public Schools
10.2016 - 12.2016
Assisted the Business Office Accountant in preparing a number of documents for the end of FY 2016
Helped prepare the FY 2016 Transportation Budget by recording invoices into Excel
Examined public school’s bank statements, bank reconciliations, and reimbursement forms to determine school’s readiness for next FY Audit
Created a list of tasks each of the schools must complete in order to be prepared for their next audit.
Used Excel to help create a new accounting system for the elementary schools that keeps a running total of school’s cash flow during the year
Education
No Degree - Accounting
Massasoit Community College
Brockton, MA
MBA - Business Administration
Southern New Hampshire University
Hooksett, NH
11.2024
Bachelor of Science - Corporate Finance And Accounting
Bentley University
Waltham, MA
02.2018
Skills
Metrics Tracking
Client Relationship Building
Operations Management
Customer Service
Sales Leadership
Process Improvement
Human Resources
Results-Driven
Presentations
Performance Management
Timeline
Vice President, Branch Manager
JP Morgan Chase Bank NA
04.2021 - Current
Assistant Vice President, Private Client Banker
JP Morgan Chase Bank NA
08.2019 - 04.2021
Licensed Assistant Branch Manager
TD Bank NA
08.2017 - 07.2019
Accounting Intern
Waltham Public Schools
10.2016 - 12.2016
No Degree - Accounting
Massasoit Community College
MBA - Business Administration
Southern New Hampshire University
Bachelor of Science - Corporate Finance And Accounting