Stephanie Mackay
Brockport,NY
Summary
Highly motivated and innovative executive with experience identifying, initiating and growing new customer relationships. Seasoned ace at leading prospecting activities, developing proposals and managing customer acquisition processes. Additional expertise working hand-in-hand with sales and marketing teams for seamless customer experiences.
Overview
17
17
years of professional experience
Work History
VICE PRESIDENT, BUSINESS DEVELOPMENT OFFICER & BUSINESS RESOURCE MANAGER
JPMorgan Chase
10.2018 - Current
- Successfully cultivated relationships with potential clients, resulting in a consistent flow of qualified referrals for middle market bankers handling annual revenues ranging from $20MM to $500MM.
- Provided subject matter expertise in business development to middle market bankers, analysts, and officers.
- Cultivated and fostered positive connections with internal stakeholders and leadership.
- Implemented innovative and strategic business development strategies in various coverage territories.
- Conducted thorough research on prospects to determine the most effective points of contact, continuously monitored key events that influenced banking needs, and devised a strategic and efficient plan to secure new relationships for the Commercial Bank.
- Engaged with firm-wide partners to identify key opportunities, disseminate successful methods, leverage competitive analysis, and modify approaches accordingly.
- Proactively enhance knowledge about a wide array of offerings within Commercial Banking including treasury, credit, retirement planning and investment banking to ensure up-to-date understanding.
- Effectively delivered the Associate to VP Program and provided training support to BDG Group Associates.
VICE PRESIDENT, BRANCH MANAGER
JPMORGAN CHASE
06.2012 - 10.2018
- Established and maintained a world-class standard for customer satisfaction at Chase.
- Assist with customer relationship management for bankers and partners.
- Educated clients about the flexibility of our digital platforms to bank and invest according to their preferences.
- Increased brand visibility within the local market by fostering relationships and actively participating in community events alongside partnering with local businesses.
- Exhibited exceptional leadership abilities by training and motivating staff to actively interact with customers.
- Ensured the effectiveness and growth of branch employees through strategic hiring and ongoing training programs.
- Empowered branch employees to achieve their full potential through effective training, coaching, and motivation.
- Ensure adherence to risk/control expectations, procedures, and processes by establishing a strong control environment for evaluating, managing and conducting new and current business.
- Provided thorough and constructive feedback in mid-year and year-end performance evaluations for all branch employees.
- Achieved growth in deposits and investments for the branch.
- Implemented customized plans to expand business operations at branch level.
- Utilized reporting to identify customers with high potential and those at risk.
- Developed productive partnerships with financial advisors and home lending advisors, driving business expansion.
- Successfully grew the business by surpassing customer expectations through improved revenue generation and expense management.
- Successfully exceeded financial objectives by effectively managing P&L in highly competitive industries.
RELATIONSHIP BANKER, SMALL BUSINESS SPECIALIST
02.2007 - 06.2012
- Showcased proficiency in executing Personal Banker duties, prioritizing exceptional service to small business clients.
- Achieved success in both identifying potential business prospects within the branch and effectively managing relationships with existing Premier Business clients, resulting in surpassing production goals.
Education
BACHELORS DEGREE IN BUSINESS ADMINISTRATION - Business Administration And Economics
SUNY BROCKPORT
Brockport, NY12.2001
Skills
- Strategic Planning & Execution
- Growth Strategies
- Leadership
- Partnership
- Financial Industry
- Team Management
- Financial Management
- Customer Prospecting
- Sales Leadership
- Client Relationship Building
- Business Development
- Lead Generation
- Coaching and Mentoring
- Account Management
Volunteering
- Junior Achievement
- Habitat for Humanity
Timeline
VICE PRESIDENT, BUSINESS DEVELOPMENT OFFICER & BUSINESS RESOURCE MANAGER
JPMorgan Chase
10.2018 - Current
VICE PRESIDENT, BRANCH MANAGER
JPMORGAN CHASE
06.2012 - 10.2018
RELATIONSHIP BANKER, SMALL BUSINESS SPECIALIST
02.2007 - 06.2012
BACHELORS DEGREE IN BUSINESS ADMINISTRATION - Business Administration And Economics
SUNY BROCKPORT
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