Chase Private Client Branch Manager Vice President resume example

• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
• Actively coach employees to achieve sales results, source new customer business and provide superior customer service
• Ability to manage the Performance Level and teach concepts of score card to develop staff knowledge
• Achieve a positive employee experience and build a high performing team that prioritizes controls and drives business results
• Improve revenues and expenses and grow the business, while exceeding customer expectations
• Set employees up for success by setting clear objectives for the branch and for each employee, and monitor progress and track results
• Create a strong sales, service and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve goals

Accomplishments

Growing Deposit & Investments from a - 2.9 % to 5.1 % YTD, Currently over 270MM in book of Business

Increasing First Time Investment Customers by 10 YTD from prior year 2016

Achieving above national average in OSAT customer experience for three consecutive Quarters Qtr 4 2016 Bronze 77% , Qtr 1 2017 Gold 87% , Qtr 2 2017 Bronze 81%. Prior to my placement Sunnyside branch had never achieved Medal status in customer experience.

Achieving 1st Quarter 2017 campaign by 11.9%

Achieving 2nd Quarter 2017 campaign with 98.4 %

Receiving a Satisfactory 93% on Branch Review Audit. (Prior audit was in 2014)