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chase private client branch manager vice president resume example with 11+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Motivated Leader with over 16 years of Leadership, Sales and Customer Service experience with a track record of driving sales and boosting company morale. A Hands-on professional who creates a great work environment while providing a world class customer service.

Skills
  • Excellent communication skills
  • Energetic
  • People-oriented
  • Fluent in Spanish
  • Excels in team leadership
Experience
03/2016 to 03/2018 Chase Private Client Branch Manager / Vice President JP Morgan Chase | City, STATE,
  • 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)

02/2014 to 03/2016 Branch Manager / Vice President / 2015 National Achiever JP Morgan Chase | City, STATE,
  • 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 assist in managing the Performance Level and teach concepts of P&L to develop staff knowledge
  • Create a strong sales, service and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve goals
  • 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
  Accomplishments Grow Deposit & Investments from a 7.1 % to 29.7 % YTD  Medal OSAT four consecutive Quarters ​Moved branch from Performance level 6 296 of 300 to a Performance level 1 9 of 300 in 2015 to become a National Achiever. 
05/2012 to 03/2014 Sales Manager / Assistant Vice President JP Morgan Chase | City, STATE,
  • Run Daily Huddles with Bankers and Partners
  • Daily one on one and debriefs
  • Communicate and Coach best sales practices 
  • Motivate and track with sales targets
  • Create a Great employee experience to lead to a Great Customer experience      
 Accomplishments
Moving branch from a Performance level 6 to a Performance level 2 (2012) Maintain Branch in a Performance level 2 throughout (2013)  Led the region in Credit Card sales in (2013) Satisfactory Audit in 2012 & 2013
08/2006 to 05/2012 Personal Banker / Buisness Specialist / Assistant Vice President Washginton Mutual / JP Morgan Chase | City, STATE,
  • Manage full-service banking relationships with a portfolio of affluent business and personal clientele through personalized customer service leading to improved retention and a growing book of business.
  • Cross sell products and services often by originating HELOCs and Business LOCs as well as by partnering with specialists such as Mortgage Bankers, Business Bankers, Relationship Managers and Financial Advisors.
  • Created an outstanding customer experience by resolving customer service issues from start to finish, opening new accounts and offering convenience services such as credit cards and loans.
  • Coach Bankers on how to procure business by means of making phone calls for appointments and how to properly recommend products and services pertaining to Business customers.
   Accomplishments  Led the district in new Business acquisition Led the district in new Consumer acquisition Traveled to California during Washington Mutual merger to Coach Bankers the Chase way 1,2,3 Drill , utilize  Contact Manager , New Account Opening. 
Education and Training
Expected in 2006 to to Associate of Science | Airport Management/ Air Traffic Control Vaughn College Of Aeronautics, East Elmhurst, NY GPA:
Activities and Honors

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Resume Overview

School Attended

  • Vaughn College Of Aeronautics

Job Titles Held:

  • Chase Private Client Branch Manager / Vice President
  • Branch Manager / Vice President / 2015 National Achiever
  • Sales Manager / Assistant Vice President
  • Personal Banker / Buisness Specialist / Assistant Vice President

Degrees

  • Associate of Science

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