Client and Company-focused Professional able to implement Leadership while balancing a strong focus on Policies, Controls, and Sales Strategies. With a continuous effort to protect and grow the Clients, Company, and Employees.
Overview
7
7
years of professional experience
1
1
year of post-secondary education
Work History
Business Relationship Manager
Chase Bank
Leawood, KS
06.2021 - Current
Develop and cultivate lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills for business revenue's 1mm to 50mm
Mentor Bankers and Leadership across Consumer and Business Banking Channels for seven states
Communicate regularly with clients to understand needs, evaluate current product use, and cross-sell new products
Private Client Banker Small Business Specialist VP
Chase Bank
Kansas City, MO
05.2020 - 06.2021
Awarded First National Sales Achiever and Culture Carrier for Central Expansion Market
Leveraged tenure to skill up Bankers around Multiple Products and Lines of Business across three states
Identified issues, analyzed information, and provided solutions to problems
Private Client Banker Small Business Specialist VP
Chase Bank
Leawood, KS
09.2019 - 05.2020
Partnered with Business Bank to uncover large revenue opportunities ranging from 1mm to 20mm
Acted as point of contact for Branch and Market to assist with understanding policies, regulations, and firm culture across three states
Private Client Team collaborations with Business Banking, JP Morgan, and Home Lending to achieve Top Performing Banker in Market
Relationship Banker Small Business Specialist
Chase Bank
Dallas, TX
10.2018 - 09.2019
Opened First Express Branch in Downtown Dallas creating plans for client communication, brand awareness, and uncovering solutions for financial picture
Leveraged value of ATM and Digital Solutions
Drove initiatives such as Client Experience, Chase Chats, Client Central (Salesforce), and partnerships across multiple Lines of Business
Relationship Banker
Chase Bank
Cedar Hill, TX
12.2016 - 10.2018
Focused on growing relationships by leveraging value statement to instill trust and confidence to allow clients to open up about their financial picture
Uncovered opportunities for referral to Private Client Banking along with Business Banking
Top Banker 2018 in call volume and client outreach
Personal Banker
Chase Bank
DeSoto, TX
05.2015 - 12.2016
Effectively partnered with Relationship Bankers to uncover opportunities for referral
First Banker to promote to Licensed Banker due to robust referral to multiple Lines of Business
Answered client questions and explained available services offered by firm
Education
High School Diploma -
FL Schlagle
Kansas City, KS
05.2008
Cornell University
01.2022 - Current
Skills
Advanced Problem Solving
Analytical and Critical Thinking
Training and Development
Organization and Time Management
Interpersonal Communication
Policy Interpretation and Implementation
Self-Motivated
Attention to Detail
CRM (Salesforce)
Strategic selling
Product knowledge
Relationship building and management
Customer portfolio management
Banking
New business generation
Accomplishments
National Sales Achiever & Culture Carrier
Opened First Branches in Kansas, Missouri, and Downtown Dallas
Partnering with local organizations and the Chamber of Commerce to help bridge the Financial Literacy gap for Minority & Women-owned businesses
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Cornell University
01.2022 - Current
Business Relationship Manager
Chase Bank
06.2021 - Current
Private Client Banker Small Business Specialist VP
Chase Bank
05.2020 - 06.2021
Private Client Banker Small Business Specialist VP