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Relationship Banker - Business Specialist Resume Example

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RELATIONSHIP BANKER - BUSINESS SPECIALIST
Accomplishments
J.P. Morgan Securities, LLC - Wealth Management - Strategic Planning Process, Developing Action Plans for Strategic Initiatives that Support the Company's Strategy, Executing Action Plans, 2013.
Experience
10/2015 to CurrentCompany NameCity, State
  • Managed book of $55 million of investments and deposit balances, with over 200 high net worth clients Achieved revenue and customer retention goals while increasing client profitability trough relationship building, outstanding service delivery, cross selling and referral development.
  • Analyzed and advised high net worth clients overall complex investment positions, deposit balances, loans, and future recommendations in correlation with suitability objectives.
  • Grew over $12 million deposit portfolio by building solid client's relationship.
  • Delivered a customized, objective advisory relationship to help clients to achieve their financial goals.
  • Partnered with a team Financial Planner in defining and driving account reviews, to ensure broad and deep relationships are developed, valued and retained in the company.
  • Provided superior relationship management and client retention for JPMorgan Management's clients.
  • Coached new licensed bankers in the sales process and educated them on financial products, services and opportunities.
Relationship Banker - Business Specialist07/2011 to 10/2015Company NameCity, State
  • Managed an investment portfolio of larger businesses provided financial solutions (including loans, deposits and recommendation of cash management products) for customers with accounts up to $3 million in annual revenue.
  • Responsible for acquisition of new clients and relationship management of business clients of small to medium size businesses with a 110% revenue goal for the San Diego market.
  • Collaborated and strategized with partners (Mortgage Bankers, Financial Advisors, Relationship Managers, Chase Private Client Bakers) and corporate executives to generate deposit as well as credit driven revenue.
  • Generated over 48% of deposits with new business and current premier customers (households over $15K daily balances in deposits and investments).
  • Highest quota achievement for qualified business/personal checking accounts (top 3 Banker in consecutive months in 2013, 2014 and 2015).
Area Sales & Marketing Coordinator09/2006 to 06/2010Company NameCity, State
  • Built loyal customers and maintain relationships with excellent sales ability and high performance.
  • Prepared presentations for managers and directors to demonstrate incentives to choose Marriott services for conferences and seminars.
  • Worked closely with management to generate over $20 million dollars in sales for a variety of additional services (banquet, beverage, weddings, and conferences).
  • Assisted general manager in planning and developing effective quarterly sales strategies.
  • Successfully organized large functions for specific events (NFL team events, soccer and golf tournament groups).
  • Achieved group revenue goals with the sales team, by closing on business and new contracts.
Education
Master of Business Administration: International BusinessSeptember, 2016National UniversityCity, StateInternational Business
Accounting Fundamentals, Finance Fundamentals, Economics for Managerial Decision, Managerial Accounting, Statistics for Business, Seminar in Financial Management, Managerial Support Systems, Organization Management & Leadership, Marketing Management, Business Strategy and Policy, Global Context of Business, Global Business & Strategic Planning, Comparative International Management, Global Business, Topics in International Business.FESPCity, Brazil
Bachelor of Science: Business Administration Marketing January2001Business Administration Marketing January
Financial Accounting, Managerial Accounting, Finance Management, Introduction to Information System, Introduction to Law, Operations and Technology Management, Strategy, Innovation and Global Competition, Entrepreneurship, General Management, International Management, Marketing Management, Managing Behavior in Organizations, International Marketing, Marketing Insights, Marketing Channels, Marketing Research and Analysis, Marketing Strategy. Harvard Business Publishing San Diego, CA Strategy Execution, Management July, 2014
Strategy Execution: Management2014Harvard BusinessCity, State, USARelevant Coursework: Strategic Planning Process, Developing Action Plans for Strategic Initiatives that Support the Company's Strategy, Executing Action Plans, Evaluate and Reward Excellence
Interests
WIN - Women's Interactive Network (Career Development Roadmap) - JPMorgan Chase Women on the Move (Women's Economic Empowerment)- JPMorgan Chase Interests: Travel (Europe, Central America, and Asia), Bikram Yoga, Volunteer Activities through JPMorgan Good Works' programs.
Languages
Fluent in Portuguese and conversational proficiency in Spanish
Skills
Business Strategy, conferences, clients, Finance, Financial, Financial Management, Harvard, Innovation, International Business, International Marketing, Investment Banking, Marketing Research, Marketing Strategy, Marketing Management, presentations, relationship management, sales, seminars, Strategic Planning, Wealth Management
Additional Information
  • Holding active Investment License Series 6, 63, and life insurance.
  • CFP candidate
  • Licensed Public Notary - State of California
  • Activities: WIN - Women's Interactive Network (Career Development Roadmap)
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Resume Overview

School Attended

  • National University
  • FESP
  • Harvard Business

Job Titles Held:

  • Relationship Banker - Business Specialist
  • Area Sales & Marketing Coordinator

Degrees

  • Master of Business Administration : International Business September, 2016
    Accounting Fundamentals, Finance Fundamentals, Economics for Managerial Decision, Managerial Accounting, Statistics for Business, Seminar in Financial Management, Managerial Support Systems, Organization Management & Leadership, Marketing Management, Business Strategy and Policy, Global Context of Business, Global Business & Strategic Planning, Comparative International Management, Global Business, Topics in International Business.
    Bachelor of Science : Business Administration Marketing January 2001
    Financial Accounting, Managerial Accounting, Finance Management, Introduction to Information System, Introduction to Law, Operations and Technology Management, Strategy, Innovation and Global Competition, Entrepreneurship, General Management, International Management, Marketing Management, Managing Behavior in Organizations, International Marketing, Marketing Insights, Marketing Channels, Marketing Research and Analysis, Marketing Strategy. Harvard Business Publishing San Diego, CA Strategy Execution, Management July, 2014
    Strategy Execution : Management 2014

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