Driven Relationship Manager focused on acquiring & deepening client relationships by providing efficient and appropriate customer support. Outgoing and professional with 20 years' sales and management experience in the financial industry.
Overview
22
22
years of professional experience
Work History
Business Relationship Manager II
JPMorgan Chase
09.2021 - Current
Managed Client portfolio of 100-125 clients with revenue $1mm-$20mm
Built relationships with customers, prospects, and centers of influence to achieve long term business growth.
Built rapport with prospective clients through effective networking events, conferences, and industry gatherings.
Grow revenue by reviewing existing clients current services and identifying new sales opportunities.
Increased sales with execution of full sales cycle from initial lead prospecting through conversion and customer onboarding.
Grew and maintained loan portfolio with conventional and SBA lending products.
Branch Manager- Multisite
JPMorgan Chase
11.2006 - 09.2021
3 time national achieving Branch Manger.
Managed 3 new build branches from pre-opening project management through 3rd year graduation to same store status.
Engaged employees across 3 branch locations in business processes with positive motivational techniques.
Drove cross-selling efforts by collaborating with various lines of business within the organization to maximize revenue
Maintained branch audit controls
Improved customer satisfaction ratings by enhancing service quality and resolving client issues effectively and efficiently.
Sales and Leasing Manager
DTN Property Management Company
05.2002 - 11.2006
Recruited, interviewed, and hired sales staff and implemented training program to promote employee growth and retention.
Set aggressive targets for employees to drive company success and ensure full unit occupancy
Evaluated employee performance and conveyed constructive feedback to improve skills.
Acted as project manager at student properties when 1500 units vacated and repopulated in a 5 day span.
Education
1999-2004 - Political Science And International Relations
Michigan State University
East Lansing, MI
Skills
Product expertise
Team Leadership
Regulatory Compliance
New business generation
Customer Portfolio Management
Client acquisition
Timeline
Business Relationship Manager II
JPMorgan Chase
09.2021 - Current
Branch Manager- Multisite
JPMorgan Chase
11.2006 - 09.2021
Sales and Leasing Manager
DTN Property Management Company
05.2002 - 11.2006
1999-2004 - Political Science And International Relations