Sold clients personal deposit accounts, credit cards, home equities, mutual funds, life insurance, fixed annuities, consumer loans.
Implemented new needs-based cross-selling techniques and retention strategies to significantly grow sales results across our retail team.
Led Chase Bank by achieving the prominent recognition of being one of the top 350 consumer loan producing bankers in the nation.
Trained, coached, implemented, and initiated incentives which helped grow the mortgage production level from <$8mm r.="" to="" over="">$8mm>
Worked alongside area and regional managers in the development and implementation of incentive models that assimilate mortgage and retail bankers to one another.
Built and executed new customer service initiatives which helped us achieve a 350 top in the country for client retention among mortgage officers.
vSold and underwrote Fannie Mae, Freddie Mac, FHA, VA and RHA mortgage loans.
vBuilt recommendations and provided small businesses with cash flow modeling and treasury solutions.
vCreated new communication paths across division lines which integrated retail, mortgage, and small business.This was the first time this had been done in our division.Its successful effort brought much needed trust between banking segments, created deeper client relationships, and aligned corporate goals.
vManaged an annual $260k+, net revenue producing portfolio- approximately $22MM in size.
vUnderwrote and funded many small business loans.
vAggressively prospected and fostered new business relationships.Focus was on small businesses from $250k sole proprietors to $20MM C-corporations.
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