Rafal Prokop
Arlington Heights,IL
Summary
Results-driven Client Relationship Manager known for productivity and efficiency in task completion. Specialize in strategic planning, customer satisfaction enhancement, and relationship building. Excel in communication, problem-solving, and adaptability, ensuring seamless client interactions and long-term loyalty.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Vice President Premier Relationship Manager
BMO Bank
01.2022 - 07.2024
- Primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies
- Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience
- Originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E
- Act)
- Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs
- Proactively builds and manages an assigned portfolio valued at 150 million in assets of mass affluent clients across multiple branch locations
- Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures
- Identifies risks and takes appropriate actions to maintain operational integrity, including all documentation and other regulatory requirements
- Liaises between clients and various departments across the organization to provide product support and diagnose and solve problems within given rules
- Review credit applications to ensure sound credit-granting principles; recommend remedies to maintain acceptable asset and credit quality
- Recruited, trained, mentored, and evaluated staff members in order to optimize their effectiveness.
Senior Vice President Private Client Banker
JP Morgan Chase
06.2019 - 12.2022
- Sustain success in driving business results and acquiring new assets, both from existing client base and new client acquisition
- Current portfolio responsibility of 100 Million
- Asset Management growth by an average of 20% YoY
- Collaborated with colleagues to ensure the optimal portfolio and offers by expertise by consulting with clients across all lines of business
- Provide lending solutions to both small business and personal lending needs
- Identified solutions to meet clients needs and objectives for short and long-term goals
- Actively managing their banking relationship through an advice-based approach, ensuring each client receives the best products, services
- Responsible for managing clients complete banking relationships across the company utilizing a proactive and disciplined approach to generate growth in their balances
- Acquire new clients by actively soliciting referrals and developing internal and external sources by sharing the value of Chase Private Client
Relationship Banker/Personal Banker
JP Morgan Chase
03.2014 - 06.2019
- Held a lead role in delivering an outstanding experience to customers
- Acquire, manage, and retain meaningful relationships with customers while using financial knowledge to offer thoughtful solutions to help address their financial goals
- Collaborate with specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- JP Morgan Chase National Achiever Recipient 2015 & 2017
Private Client Sales and Service Associate
JP Morgan Chase
05.2005 - 03.2014
- Primary point of contact for all service-related needs of a Private Banking client
- Highly productive and successful in a fast-paced environment that requires accuracy while multi-tasking and communicating effectively
- Consulted and Collaborated with advisors, product partners, and operations to deliver a seamless and integrated approach across all Private Banking Products
- Created rapport with clients by building credibility by knowledge of products by leveraging available sales tools and identified opportunities to cross-sell and up-sell
Education
Bachelor of Arts - Communication
Columbia College
Skills
- Leadership Experience
- Public speaking
- Skilled Negotiation Strategies
- Portfolio Management Expertise
- Customer Relationship Management
- Financial Planning
- COI Management
- Strategic goals
- Corporate communications
- Financial management
- Process improvements
- Organizational development
- Human resources
Certification
- Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity, Illinois
- Series 63, FINRA
- Series 6, FINRA
Honors and Awards
- JPMorgan Chase National Achiever, 2017, JPMorganChase
- JPMorgan Chase National Achiever, 2015, JPMorganChase
Affiliations
Chairman of BMO Parents which serves as an Employee Resource Group to assist professional parents of BMO and their families.
Timeline
Senior Vice President Premier Relationship Manager
BMO Bank
01.2022 - 07.2024
Senior Vice President Private Client Banker
JP Morgan Chase
06.2019 - 12.2022
Relationship Banker/Personal Banker
JP Morgan Chase
03.2014 - 06.2019
Private Client Sales and Service Associate
JP Morgan Chase
05.2005 - 03.2014
Bachelor of Arts - Communication
Columbia College
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