Demonstrated knowledge of branch financial products, including loans and lines of credit. Built rapport with account holders by reaching out with product recommendations and account updates. Reviewed credit applications for risk factors and credit worthiness. Supervised team of 9 branch employees and made recommendations regarding performance evaluations. Coach and develop branch staff by offering constructive feedback and training opportunities. Developed and managed employee schedules, balancing individual requests and requirements with business needs. Responded to customers concerns, working with manager to raise customer satisfaction ratings.
Lead role in delivering an outstanding experience to Chase customers. Acquire, manage, retain meaningful
relationships with customers, using financial knowledge to offer thoughtful solutions to help address their
financial needs. Contribute to the success of the branch by: Managing assigned customers and proactively
meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and
tailor product and service recommendations. Making lives of customers easier by sharing and setting up
self-service options to access their accounts 24 hours a day/7 days a week. Partnering with Specialists
(Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts
who can help them with specialized financial needs. Adhering to policies, procedures and regulatory banking
requirements