Chris Malone
Vice President, Relationship Manager at Key Private Bank- Claim this Profile
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Bio
Drew McCormick
Chris was a dynamic member of my team of Men's Sportswear/Designer salespeople at Nordstrom Easton. From day one it was evident that he was passionate about fashion, customer experience, and learning as much about the business as possible. He was a great pick for the company's internship program. He excelled at the leadership development training he undertook by being an active participant in lectures and exercises. On the sales floor he was very patient with customers and made sure they left with smiles and the right merchandise for their build and occasions they were shopping for. Chris' positive attitude, genuine kindness, and desire to produce great results make him the kind of person any company would be lucky to have.
Drew McCormick
Chris was a dynamic member of my team of Men's Sportswear/Designer salespeople at Nordstrom Easton. From day one it was evident that he was passionate about fashion, customer experience, and learning as much about the business as possible. He was a great pick for the company's internship program. He excelled at the leadership development training he undertook by being an active participant in lectures and exercises. On the sales floor he was very patient with customers and made sure they left with smiles and the right merchandise for their build and occasions they were shopping for. Chris' positive attitude, genuine kindness, and desire to produce great results make him the kind of person any company would be lucky to have.
Drew McCormick
Chris was a dynamic member of my team of Men's Sportswear/Designer salespeople at Nordstrom Easton. From day one it was evident that he was passionate about fashion, customer experience, and learning as much about the business as possible. He was a great pick for the company's internship program. He excelled at the leadership development training he undertook by being an active participant in lectures and exercises. On the sales floor he was very patient with customers and made sure they left with smiles and the right merchandise for their build and occasions they were shopping for. Chris' positive attitude, genuine kindness, and desire to produce great results make him the kind of person any company would be lucky to have.
Drew McCormick
Chris was a dynamic member of my team of Men's Sportswear/Designer salespeople at Nordstrom Easton. From day one it was evident that he was passionate about fashion, customer experience, and learning as much about the business as possible. He was a great pick for the company's internship program. He excelled at the leadership development training he undertook by being an active participant in lectures and exercises. On the sales floor he was very patient with customers and made sure they left with smiles and the right merchandise for their build and occasions they were shopping for. Chris' positive attitude, genuine kindness, and desire to produce great results make him the kind of person any company would be lucky to have.
Credentials
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Nationwide Mortgage Licensing System
Key Private BankAug, 2022- Oct, 2024
Experience
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Key Private Bank
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United States
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Banking
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200 - 300 Employee
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Vice President, Relationship Manager
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Aug 2022 - Present
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PNC
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United States
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Financial Services
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700 & Above Employee
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Assistant Vice President, Relationship Strategist
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Aug 2019 - Aug 2022
• Coordinate with team members to develop action plans through the discovery of client goals and objectives to deliver an exceptional client experience• Responsible for growing my book of business through client expansion and new client acquisition through development and execution strategies to proactively source new relationships for the bank• Owns communication and contact strategies in addition to the execution of team processes to ensure client expansion opportunities are captured. Maintain sufficient knowledge of partner offerings to make business-appropriate introductions Show less
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Senior Investment Analyst
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Apr 2017 - Aug 2019
• Assist our Investment Advisors in providing portfolio and relationship management services to high-net-worth clients. Manage these accounts in accordance with the client's goals and objectives by incorporating PNC's integrated investment approach, philosophy, and platform.• Responsible for delivering the PNC investment experience, providing actionable advice, market insight, and reporting on investment results.• Assists in maintaining and growing assets under management and is an active participant in the sales efforts of the business through the introduction and expansion of financial services to both prospects and clients. Show less
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Asset Management Analyst
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Feb 2016 - Apr 2017
• Identify and appropriately mitigate different types of risk associated with clients' banking, investments, fiduciary and wealth strategy needs, such as regulatory, reputational, operational and credit. Manage risk and help ensure quality for new and existing clients.• Participate in and support new client acquisition and sales growth strategies to develop skills needed to independently generate new business and revenue. Support the sales process by preparing sales presentations, investment materials and recommendations, etc• Analyze information and apply critical thinking skills to design and execute client solutions including developing and implementing client retention strategies or identifying, monitoring, and addressing at-risk client situations. Show less
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Financial Sales Consultant
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Aug 2014 - Feb 2016
• Assess and recommend tailored financial solutions for both individuals and small businesses• Proactively approach new and existing clients to deliver a broad range of deposit, cash management, investment, and lending products to assist clients in achieving their goals and objectives• Collaborate with respective teams and centers of influence to cross sell the appropriate financial products
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Education
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2009 - 2014
The Ohio State University
Bachelor of Science - BS, Consumer and Family Financial Services/Business -
2017 - 2018
Kaplan University
CFP® Certification: Education Program, Financial Planning and Services
Community
