SHEENA HEILBRUN
Firestone,CO
Summary
Results-driven banking and relationship management professional with 15+ years of experience driving portfolio growth, strengthening client relationships, and delivering customized financial solutions to business owners and affluent clients. Proven expertise in commercial lending, treasury management, cash management, deposits, and business development within highly competitive banking environments. Recognized nationally for top-tier sales production and client relationship growth, including multiple National Achiever awards and ranking as the #1 sales performer in Colorado statewide among Chase branches. Skilled in consultative selling, portfolio management, business development, and cross-functional collaboration with a strong focus on client experience, profitability, and risk management.
Overview
19
19
years of professional experience
Work History
Business Banker II | Private Client Banker | Management
JPMorgan Chase & Co.
01.2011 - Current
- Manage and deepen relationships with a portfolio of business owners and affluent clients, delivering customized banking, lending, treasury, and cash management solutions. Partner with clients ranging from approximately $1MM–$15MM in annual revenue to support growth initiatives, optimize cash flow, and strengthen long-term primary banking relationships. Current book size is 90,000,000.
- Serve as a trusted advisor by providing consultative financial guidance, identifying opportunities for deposit growth, credit solutions, treasury management, merchant services, and overall relationship expansion while maintaining a strong focus on client experience, risk management, and profitability.
- Key Responsibilities & Achievements:
- Manage a portfolio of business and affluent clients with complex banking, lending, and cash management needs.
- Consistently exceed performance goals in deposits, business lending, treasury services, credit card production, and new relationship acquisition.
- Conduct proactive in-person and virtual client meetings to deepen relationships, uncover financial needs, and deliver customized banking solutions.
- Develop new business opportunities through strategic prospecting, COI partnerships, community networking, and Chamber of Commerce engagement.
- Partner cross-functionally with Treasury Management, Commercial Banking, Private Bank, and Wealth Management teams to deliver comprehensive financial solutions.
- Support clients with business credit opportunities, operational banking strategies, cash flow management, and deposit optimization.
- Maintain strong risk management discipline by adhering to regulatory and compliance standards while balancing client needs with firm objectives.
- Ranked as the #1 sales performer in Colorado statewide among Chase branches.
- Earned National Achiever recognition four times and Outstanding Achiever recognition twice for top sales production and client relationship growth.
- Achieved rapid career advancement through three promotions based on consistent high performance and leadership contributions.
Banker
Community Banks of Colorado
01.2009 - 01.2010
- Supported universal banking operations including personal banking, account management, auditing, compliance, and online banking support while delivering a high-quality client experience.
Sales Professional | Senior Credit Manager
Wells Fargo
01.2007 - 01.2009
- Generated revenue growth through outbound business development, financial consultations, and relationship management. Worked closely with clients to identify financial needs and recommend customized banking and lending solutions.
Education
Bachelor of Science - Business & Marketing
University of Northern Colorado
2007
Skills
- Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
- CRM & Relationship Management Platforms
- Treasury & Cash Management Solutions
- Commercial Lending & Credit Analysis
- Business Banking Technology Platforms
Timeline
Business Banker II | Private Client Banker | Management
JPMorgan Chase & Co.
01.2011 - Current
Banker
Community Banks of Colorado
01.2009 - 01.2010
Sales Professional | Senior Credit Manager
Wells Fargo
01.2007 - 01.2009
Bachelor of Science - Business & Marketing
University of Northern Colorado
AWARDS & RECOGNITION
National Achiever Award – 4-Time Recipient, Outstanding Achiever Award – 2-Time Recipient, #1 Sales Performer in Colorado Statewide, Regional MVP Award Recipient, District Employee of the Month
CORE COMPETENCIES
- Commercial Lending
- Business Relationship Management
- Treasury & Cash Management
- Portfolio Management
- Business Development
- Deposit Growth Strategies
- Credit Solutions
- Consultative Selling
- Client Retention & Expansion
- Financial Advisory
- Merchant Services
- Commercial Deposits
- Risk Management & Compliance
- Community Networking & COI Development
- Cross-Functional Collaboration
- Sales Strategy & Prospecting