Summary
Overview
Work History
Education
Skills
Timeline

Quincy Brann

Dayton,OH

Summary

Proven achiever in banking, adept at Portfolio Management and Relationship Management, with a track record of enhancing customer satisfaction at J.P. Morgan Chase. Excelled in developing strong client relationships, leveraging analytical thinking for wealth management, and surpassing sales goals. Demonstrated compliance expertise and a commitment to operational excellence, significantly contributing to branch success.

Overview

26
26
years of professional experience

Work History

Private Client Licensed Banker

J.P. Morgan Chase
05.2009 - Current
  • Increased customer satisfaction by providing personalized banking solutions tailored to individual needs.
  • Coordinated with other departments to resolve customer inquiries efficiently, ensuring seamless communication throughout the organization.
  • Ensured compliance with all federal and state regulations, maintaining meticulous records for auditing purposes.
  • Led training sessions for new hires, sharing industry knowledge and expertise while preparing them for success in their roles as licensed bankers.
  • Contributed to the overall success of the bank by participating in special projects and collaborating with colleagues on strategic initiatives.
  • Actively participated in community events as a representative of the bank, fostering strong relationships with local businesses and organizations.
  • Maintained open lines of communication with supervisors regarding branch activities, providing regular updates on performance metrics and client feedback.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Processed applications for new accounts.
  • Referred customers to other banking departments for specialized services.

Universal Banker

US Bank NA
08.2007 - 03.2009
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.

Professional Athlete

European Basketball League
08.1998 - 07.1999
  • Promoted the importance of sportsmanship, discipline, and teamwork both on and off the field to uphold the reputation of the organization.
  • Served as a mentor to younger players, providing guidance on skill development, technique refinement, and overall improvement.
  • Improved team performance by consistently demonstrating leadership and strong work ethic during practices and games.
  • Collaborated with coaches to develop personalized training programs tailored to individual strengths and areas for growth.

Education

Bachelor of Science - Sociology

Wright State University, Dayton, OH
  • Elected Captain of Mens Basketball
  • Extracurricular Activities: Shift Manager of an Arcade, Volunteered Sports Referee for Church Youth Groups.

Skills

  • Insurance sales
  • Relationship Management
  • Portfolio Management
  • Analytical Thinking
  • Investment Advisory
  • Operations Management
  • National Sales Achiever Award
  • Branch management
  • Meeting Sales Goals
  • Consumer Banking
  • Small Business Banking
  • Wealth Management

Timeline

Private Client Licensed Banker - J.P. Morgan Chase
05.2009 - Current
Universal Banker - US Bank NA
08.2007 - 03.2009
Professional Athlete - European Basketball League
08.1998 - 07.1999
Wright State University - Bachelor of Science, Sociology

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Quincy Brann