Rochna Jean-Jacques
Dallas,TX
Summary
Talented Senior Banking Sales Consultant offering nearly 9 years of experience. Proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
8
8
years of professional experience
Work History
Sr. Solutions Consultant
PNC Bank
04.2023 - Current
- Cultivated strong customer relationships by consistently providing tailored advice and service.
- Maximized revenue opportunities by encouraging upsells and promoting optional services, boosting overall sales 80%.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Sr. Banker
Citizens Bank
01.2022 - 04.2023
- Consistently ranked in top 10 for sales in district of over 40 bankers.
- Increased branch production and revenue by 80% consistently meeting all monthly and quarterly sales goals.
Planning and Allocations Analyst (Internship)
TJX Companies
07.2021 - 09.2021
- Evaluated SKU's, individual store performance, and inventory levels to ensure product deployments are consistent with sales volumes and business needs.
- Collaborated with senior planning leaders and buying team to evaluate OTB, potential opportunities, and threats within business during weekly business review meetings.
- Prepared and presented trend & forecasting presentations to cross-functional business partners and senior merchandising leaders.
Associate Banker
Citizens Bank, NA
02.2020 - 07.2021
- Pursued 125+ high value contacts per week, obtaining leads from diverse pipelines and maintaining strong conversion rates.
- Identified and referred clients and prospects to appropriate business partners resulting in expanded relationships in additional lines of business.
- Advised consumer and small business clients to help select deposit accounts, loans, and other products and financial services.
- Opened, closed, and updated accounts for customers.
Securities Valuation Pricing Analyst (Internship)
State Street
11.2019 - 02.2020
- Researched all security price movements and fluctuations, for current events affecting price/rate movement.
- Monitored and identified halted/suspended domestic and international securities and notified manager, internal teams and client appropriately with detailed information.
Personal Banker
Santander Bank
01.2019 - 10.2019
- Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on ongoing basis.
- Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate need for plan reassessment.
Universal Operations Specialist/Manager
Santander Bank
06.2018 - 12.2018
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
Teller Associate
Santander Bank
05.2017 - 05.2018
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Education
Bachelor of Science - Business Management
Northeastern University
BostonCFP® -Certified Financial Planner® - Financial Planning Coursework
The American College of Financial Services
Prussia, Pennsylvania05-2026
High School Diploma -
Boston Preparatory Charter Public
Boston, MA05-2015
Skills
- Customer Relationship Management (CRM)
- Cross-Selling and Partner Referrals
- Analyzing investment opportunities
- Financial analysis
- Presentation skills
- Data analytics
- Quantitative analysis
- Cross-functional collaboration
Accomplishments
Awarded PNC I-LEAD HERO Award Q3 '23:
- 80% Sales Conversation rate
- 9.92 CXI Score & 10/10 NPS Score
Languages
English
Native or Bilingual
Haitian Creole
Native or Bilingual
French
Elementary
Volunteer
Invest in Girls (A Program of CEE): Guest Speaker/Volunteer
Jan 2023 - Mar 2023, Jan 2024 - Present
Guest Speaker for "CFO of Your Life: Banking 101" in-person and virtual course. This course is an introductory lesson on savings. Students learn the different ways to save and compare banks and credit unions.
Timeline
Sr. Solutions Consultant
PNC Bank
04.2023 - Current
Sr. Banker
Citizens Bank
01.2022 - 04.2023
Planning and Allocations Analyst (Internship)
TJX Companies
07.2021 - 09.2021
Associate Banker
Citizens Bank, NA
02.2020 - 07.2021
Securities Valuation Pricing Analyst (Internship)
State Street
11.2019 - 02.2020
Personal Banker
Santander Bank
01.2019 - 10.2019
Universal Operations Specialist/Manager
Santander Bank
06.2018 - 12.2018
Teller Associate
Santander Bank
05.2017 - 05.2018
Bachelor of Science - Business Management
Northeastern University
CFP® -Certified Financial Planner® - Financial Planning Coursework
The American College of Financial Services
High School Diploma -
Boston Preparatory Charter Public
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