Rob Dodridge
Queen Creek,AZ
Summary
An accomplished Private Client Banker offering customers a banking relationship consistent with honorable and responsive business practices. Dedicated to using 20 years of experience in relationship banking to identify customer opportunities with the desire and knowledge to tackle their financial challenges. Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills.
Overview
21
21
years of professional experience
Work History
Senior Relationship Banker
BMO Bank of Montreal
Chandler, AZ
02.2022 - Current
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Identified financial needs of customers and presented appropriate product and service options.
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
Private Client Banker
JPMorgan Chase
Sun Lakes, AZ
02.2011 - 10.2020
- Personally manage a large portfolio of customers, in excess of $63 million, and review relationships regularly.
- Develop lasting relationships with customers that allow for confident recommendations to their banking and financial well being.
- Promote and support strong relationships with local community organizations in surrounding area.
- Counsel clients on financial matters and provide recommendations on investment opportunities based on client needs and asset availability.
- Demonstrate professional expertise and resourcefulness to gain trust and confidence of clients in partnership with Private Client Advisor and team.
Relationship Banker
JPMorgan Chase
Chandler, AZ
02.2011 - 02.2015
- Delivered high standards of relationship management while working with business partners on product offerings presented to our customers.
- Retained existing customers by executing flawless follow up and offering solutions that would benefit their individual needs
- Assist the branch and the team by stepping up and managing the branch in the absence of the Branch Manager.
- Motivated and coached other team members to promote additional sales opportunities
- Recognized as a National Achiever for being within the top 5% of all Relationship Bankers throughout the Bank.
Insurance Agent
Aflac
Queen Creek, AZ
09.2009 - 02.2011
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Business Development Officer
Towne Bank of AZ
Mesa, AZ
03.2007 - 07.2009
- Designed and packaged new product offerings in order to fit the unique needs of small business owners
- Instrumental in developing a fee schedule for the initial offering of treasury management products and services
- Successfully transitioned over 150 new banking relationships from competitors by offering solutions to benefit the various needs of customers in a community banking style approach
- Management responsibilities for banking center support staff
Education
Some College (No Degree) - Criminal Justice
Northern Arizona University
Flagstaff, AZSkills
- Series 6 and 63 investment licenses
- NMLS License/Registration
- Life and Health Insurance Licenses
- Business development
- Creative thinking
- Money handling
- Loss prevention
- Security understanding
- Financial processes understanding
Timeline
Senior Relationship Banker
BMO Bank of Montreal
02.2022 - Current
Private Client Banker
JPMorgan Chase
02.2011 - 10.2020
Relationship Banker
JPMorgan Chase
02.2011 - 02.2015
Insurance Agent
Aflac
09.2009 - 02.2011
Business Development Officer
Towne Bank of AZ
03.2007 - 07.2009
Some College (No Degree) - Criminal Justice
Northern Arizona University
Similar Profiles
Omar Vega Jr.Omar Vega Jr.
Retail Relationship Banker at BMO Bank of MontrealRetail Relationship Banker at BMO Bank of Montreal
Peter WuPeter Wu
PBA (Personal Banker Assistant) at BMO Bank of MontrealPBA (Personal Banker Assistant) at BMO Bank of Montreal
Samantha NguyenSamantha Nguyen
Bilingual Customer Service Representative at BMO Bank of MontrealBilingual Customer Service Representative at BMO Bank of Montreal
Amber StokesAmber Stokes
Customer Service Representative at BMO Bank of MontrealCustomer Service Representative at BMO Bank of Montreal
Elena CandiloroElena Candiloro
Brand Associate at Old Navy, GapBrand Associate at Old Navy, Gap