Summary
Overview
Work History
Skills
Timeline
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Steven Wald

South Burlington,VT

Summary

Highly driven and resourceful leader dedicated to cultivating teams with a collaborative spirit, implementing goal-based strategies, and fostering essential habits for success.

Overview

7
7
years of professional experience

Work History

Vice President Branch Manager

JPMorgan Chase
Burlington, VT
02.2021 - Current
  • Transferred to Vermont to oversee the recruitment, training, and successful launch of the Burlington Chase branch within our projected timeline.
  • Sustained a Performance Level 1 by leveraging resources, reports, and branch manager involvement to coach bankers in adopting effective habits.
  • Demonstrates a strong focus on controls, resulting in multiple effective audits and recognition from senior leadership for maintaining fortress controls.
  • Utilizes branch partnerships through collaborative efforts with bankers. Conducts pipeline reviews and regular One Chase Partner meetings to ensure consistency to drive ongoing success.
  • Developed numerous relationships with local nonprofits and other organizations, prioritizing community outreach and engagement initiatives.
  • Works collaboratively with various JPMorgan facilities to foster an inclusive work environment, focusing on BRGs, recruitment, and career mobility.
  • Facilitates monthly banker calls for my market to identify successful practices and pinpoint areas for improvement.

Private Client Banker

JPMorgan Chase
Boston, MA
11.2018 - 02.2021
  • Relocated from New York to Boston to contribute to market expansion efforts and support the opening of a new branch as their Private Client Banker.
  • Consistently surpassed monthly incentive targets through proactive engagement with my book of business, collaboration with advisors and partners, and active involvement in community outreach initiatives.
  • Operated within a high-volume New York branch serving affluent clients, delivering top-tier service to meet their needs, retain clients, and deepen relationships.
  • Maintained an organized book of business by leveraging Salesforce and other resources provided by the company.

Relationship Banker

JPMorgan Chase
Port Washington, NY
05.2017 - 11.2018
  • Successfully obtained all necessary licensing within the expected timeframe to perform effectively in my role.
  • Consistently met monthly incentives by identifying opportunities and effectively referring clients to my branch partners.
  • Collaborated closely with my team to ensure that I contributed to the high functionality and success of our branch by providing maximum support and assistance.

Skills

  • Leadership
  • Community Outreach
  • Effective Communication
  • Hiring And Coaching
  • Training And Mentoring
  • Relationship Building

Timeline

Vice President Branch Manager

JPMorgan Chase
02.2021 - Current

Private Client Banker

JPMorgan Chase
11.2018 - 02.2021

Relationship Banker

JPMorgan Chase
05.2017 - 11.2018

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Steven Wald