Todd McDonnell
Vallejo,CA
Summary
Banking professional with a strong foundation in delivering personalized financial advice and managing customer accounts. Expertise in financial planning and customer service, with a focus on achieving optimal client satisfaction. Proven ability to identify and implement effective strategies for asset enhancement while ensuring compliance with regulatory standards. Strong collaboration skills, consistent achievement of results, and fostering trust and client satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Banker
JPMorgan Securities LLC
05.2023 - Current
- Collaborated closely with cross-functional teams to devise effective strategies and action plans for clients' financial goals
- Managed acquisition processes by using procurement strategies and refer accordingly to necessary investment partners
Assistant Vice President - Manager On Duty
JPMorgan Chase & Co.
05.2023 - Current
- Collaborated closely with executive leadership to align team goals with overall company objectives, resulting in stronger organizational cohesion.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.
Private Client Banker - Small Business Specialist
JPMorgan Chase & Co.
05.2023 - Current
- Serve as the primary point of contact for high-net-worth clients, offering personalized banking solutions tailored to their financial goals and needs
- Manage a portfolio of client accounts, including deposits, investments, loans, and credit products, ensuring alignment with clients' wealth management objectives
- Conduct comprehensive financial reviews with clients to assess their current financial situation, identify opportunities for growth, and provide strategic recommendations
- Proactively prospect and acquire new clients through networking, referrals, and targeted marketing efforts, expanding the client base and driving revenue growth
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients' requests.
- Developed a thorough understanding of clients' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
Director of Donor Acquisition & Retention
NorthgateCF
11.2021 - 05.2022
- Main objective is developing and maintaining relationships with members, specifically new members, to ensure satisfaction and retention
- Have a deep understanding of the organizations target audience and trends to develop and implement initiatives that drive community engagement with organization
- Have excellent leadership, communication, and collaboration skills
- Be able to manage multiple projects, meet deadlines, and work under pressure in a fast-paced environment
- This role requires an understanding of marketing and communication principles, as well as experience in managing and developing teams
- Work with other teams to facilitate the best first impression of the organization at each turn
- This involves combining facilities, operations, outreach, and finance departments to produce the best results for objective growth
- Overall, this role is critical in shaping the organization's image, driving membership growth, and creating a positive internal culture
Financial Service Representative
Travis Credit Union
02.2020 - 11.2021
- Highly motivated and results-driven Financial Service Representative
- Proficient in providing personalized financial solutions and excellent customer service to meet clients' financial goals
- Skilled in analyzing financial data and identifying opportunities to increase revenue and profitability
- Adept at building strong relationships with clients and delivering exceptional customer experience
- Reduced delinquencies with proactive borrower communication and tailored payment plans.
- Enhanced customer satisfaction by addressing and resolving loan servicing inquiries in a timely manner.
- Analyzed credit reports and financial statements for accurate risk assessment, resulting in lower default rates.
- Proactively identified solutions for customers experiencing credit issues.
Sales Lead
Pawsibilities INC
08.2014 - 01.2020
- Provide friendly and efficient customer service
- Adequately sustain a balanced cash vault
- Trained, coached, and mentored new sales associates for maximum performance.
- Provided ongoing coaching to team members, fostering a supportive environment that encouraged professional growth and skill development.
- Used POS system to process sales, returns, online orders, and gift card activations.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Up-sold and cross-sold products effectively, driving sales and increasing revenue.
- Lead team of servers, hosts, bussers, and expos to meet customer needs and management requirements to ultimately minimize costs/outflows and maximize revenue/inflows
Education
Associate of Science - Psychology
Napa Valley College
Napa, CA01.2020
Skills
- "White Glove" Customer service
- Critical Thinking/Problem Solving
- Leadership
- Wealth Management
- Relationship Management
- Sales and Business Development
- Credit and Lending Services
- Regulatory Compliance
- Communication Skills
- Team Collaboration
- Portfolio management
- Retirement planning
Certification
- Securities Industry Essentials
- Series 6
- Series 63
- CA Health & Life Insurance
Professionalreferences
- Jerrold Dominic Mina, Branch Manager/VP - JPMorgan Chase Bank, (510)877-2195
- Tiffany Jane Paragas, Compliance Loss Investigator – Golden 1 Credit Union, (707)980-9320
- Vanessa Zimmerman, Executive Director of Operations – Northgate, (925)305-1640
- Francis Arrostuto, Oakland Police Department Officer, (707)310-2422
Timeline
Licensed Banker
JPMorgan Securities LLC
05.2023 - Current
Assistant Vice President - Manager On Duty
JPMorgan Chase & Co.
05.2023 - Current
Private Client Banker - Small Business Specialist
JPMorgan Chase & Co.
05.2023 - Current
Director of Donor Acquisition & Retention
NorthgateCF
11.2021 - 05.2022
Financial Service Representative
Travis Credit Union
02.2020 - 11.2021
Sales Lead
Pawsibilities INC
08.2014 - 01.2020
- Securities Industry Essentials
- Series 6
- Series 63
- CA Health & Life Insurance
Associate of Science - Psychology
Napa Valley College
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