Elma Gregorio- Villaroman
Private Client Banker at Jpmorgan Chase Bank National Association- Claim this Profile
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Topline Score
Bio
LinkedIn User
Elma was one of our best bank managers - she consistently recommended and implemented great banking solutions in a timely manner. Her enthusiasm and efficiency made us retain and develop our relationship with the bank.
SHEENA LICUDINE
Maam Elma is my greatest mentor. I started with the bank as Rank and File, she was the one who groomed me and trained me. She is driven and result oriented. No wonder why our clients stayed with the bank is because she was able to deliver the banking needs of the clients. I recommend her for being an awesome boss, no wonder the people that she handled will also be successful.
LinkedIn User
Elma was one of our best bank managers - she consistently recommended and implemented great banking solutions in a timely manner. Her enthusiasm and efficiency made us retain and develop our relationship with the bank.
SHEENA LICUDINE
Maam Elma is my greatest mentor. I started with the bank as Rank and File, she was the one who groomed me and trained me. She is driven and result oriented. No wonder why our clients stayed with the bank is because she was able to deliver the banking needs of the clients. I recommend her for being an awesome boss, no wonder the people that she handled will also be successful.
LinkedIn User
Elma was one of our best bank managers - she consistently recommended and implemented great banking solutions in a timely manner. Her enthusiasm and efficiency made us retain and develop our relationship with the bank.
SHEENA LICUDINE
Maam Elma is my greatest mentor. I started with the bank as Rank and File, she was the one who groomed me and trained me. She is driven and result oriented. No wonder why our clients stayed with the bank is because she was able to deliver the banking needs of the clients. I recommend her for being an awesome boss, no wonder the people that she handled will also be successful.
LinkedIn User
Elma was one of our best bank managers - she consistently recommended and implemented great banking solutions in a timely manner. Her enthusiasm and efficiency made us retain and develop our relationship with the bank.
SHEENA LICUDINE
Maam Elma is my greatest mentor. I started with the bank as Rank and File, she was the one who groomed me and trained me. She is driven and result oriented. No wonder why our clients stayed with the bank is because she was able to deliver the banking needs of the clients. I recommend her for being an awesome boss, no wonder the people that she handled will also be successful.
Credentials
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FINRA SIE, SERIES 6, SERIES 63
FINRAFeb, 2019- Oct, 2024 -
LIFE INSURANCE
California Life Insurance AgencyFeb, 2019- Oct, 2024
Experience
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Jpmorgan Chase Bank National Association
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Brazil
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Banking
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200 - 300 Employee
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Private Client Banker
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Aug 2021 - Present
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Registered Representative
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Aug 2018 - Present
Passed FINRA Licenses exams : Securities Industry Essentials ( SIE ), Series 6, Series 63 & Life Insurance License
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Chase
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United States
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Financial Services
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700 & Above Employee
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Relationship Banker II OFFICER
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Aug 2018 - Aug 2021
Passed FINRA SIE, Series 6, Series 63 & Life Insurance as of 2018 Passed FINRA SIE, Series 6, Series 63 & Life Insurance as of 2018
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Security Bank Corporation
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Philippines
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Banking
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700 & Above Employee
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CLUSTER HEAD / Senior Assistant Vice President
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Apr 2014 - Oct 2017
Oversaw branches’ year end goal for effective financial planning & analysis. Set, scheduled & conducted regular meetings to various branch managers for effective implementation of their business development & marketing strategies. Conducted joint call meetings with the branch managers & with their chosen / selected corporate / high profile clients.
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Senior Assistant Vice President
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Dec 2011 - Oct 2017
Had various roles which headed & led the following functions such as:Cluster Head Business Development Marketing & Sales ManagerBranch Head Relationship / Customer Service HeadCredit Officer Head in Commercial & Consumer LoansFinancial Consultant & Advisor for BancassuranceInvestment / Retirement Plan Financial Advisor & AnalystCompliance Officer Head for AMLA & FATCACash Management & Corporate Online Banking AdvisorSales & Better Banking Business Trainor
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Business Development Manager
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Dec 2011 - Oct 2017
Built & strengthened market position by identifying, developing & closing new potential business deals. Developed best people for best practices to enhance the organization reputation in the industry.Led people in meeting their goals in most efficient & fastest given time. Developed & led marketing plans & strategies to goal achievement. Kept information in high confidentiality.Get involved in trainings, seminars, economic forums & different organizational meetings for continuous job enhancement towards excellence.
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BANK BRANCH HEAD
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Dec 2011 - Oct 2017
Oversaw & administered the whole Banking operation in an assigned branch. Relationship Banker / Customer Service Head; required the continuous proper maintenance & development of customer / client’s business relationship. Had always been result-oriented, proactive & detailed-oriented. Had well-coordinated, well communicated & great business relationship with the heads & people from the bank support groups like BBG, Trust & Investment which includes Retirement, Escrow; IT, Marketing, Consumer Loans ( Auto l Home l Personal loans ), Commercial Loans ( Corporate Accounts , Small Business Entrepreneurs, Corporate Employee Salary Loans), Transaction Banking Group ( Online Corporate Banking facility ), Insurance ( Life for FWD & Non-Life like Auto, Home & property ), Credit Card ( Corporate & Personal ), FOREX ( FX Exchange, Hedging, Derivatives). People career development & advancement had been one of my priorities.
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Financial Advisor
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Dec 2011 - Oct 2017
• INVESTMENT IN TRUST, TREASURY, GOVERNMENT SECURITIES, CORPORATE BONDS• RETIREMENT PLAN / LIFE & NON-LIFE INSURANCE PLAN / ESTATE PLANNING PLANHave done the customers’ / clients’ FP & A. Advise the best option based on their corporate, individual & their employees need, requirement & risk appetite. Best clients’ interest had always been my priority in compliance with the company value & policies. • POINT PERSON OFFICER OF COMMERCIAL LOANS / CONSUMER LOANS (HOME & CAR) / PERSONAL LOANS Cross-sold, offered, presented, packaged, reviewed, analyzed, processed, recommended & approved commercial & consumer loans. Assisted clients in proper debt management & liquidity cash flow.• POINT PERSON OFFICER OF CASH MANAGEMENT SERVICES / CORPORATE ONLINE BANKING FACILITIESCross-sold, offered, presented packaged & provided corporate clients options to simplifying, organizing & accurately manage, monitor, balance their collection/payment facilities such as: Account receivables & Accounts payables, payroll, gov’t bills payments (Taxes, Utility, Customs fees, Insurances & other fees).
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SALES & BETTER BANKING BUSINESS TRAINOR
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Jan 2014 - Dec 2015
Conducted training to bank’s new & existing employees for knowledge enhancement on proper office decorum & sales presentation / rapport, marketing & sales strategies from planning to closing the deal.• S E C U R E SELLING TRAINERConducted training to Sales people for proper & professional marketing strategies. DOs & DONTs in Marketing & Sales.
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PERSONAL
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Philippines
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Special Events Coordinator
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Jul 2008 - Sep 2017
MARKETING & SPECIAL EVENTS COORDINATOR Consultancy Job only for ocassional requested events MARKETING & SPECIAL EVENTS COORDINATOR Consultancy Job only for ocassional requested events
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China Bank PH
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Philippines
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Banking
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700 & Above Employee
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Deputy Senior Manager
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Apr 1997 - Oct 2011
BRANCH ADMINISTRATOR. Managed overall Marketing & Sales for business development. Headed & handled Customer Service, Loans (Commercial & Consumer), Finance & Accounting monitoring & reporting, Investment, New Accounts, Cash Operations of the Bank. Led the proper communication & coordination with the bank support groups. Acted as Bancassurance & Non-life Insurance representative officer in the Branch. Had been responsible in the branch profitability, finance planning & analysis, proper management & overall operations continuous improvement & maintenance.Enhancement, empowerment & career growth of branch people were my great priorities as well.Led by example.
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BRANCH COMPLIANCE OFFICER HEAD
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Apr 1997 - Oct 2011
Worked as liason between the bank & regulatory agencies regarding compliance matters monitoring, implementation & investigations.Generally responsible for strict compliance of branch-wide programs, policies, procedures and plans with gov’t regulations. Administered matters relating to code of conduct, the Bank Secrecy Act, AML Anti-Money Laundering & terrorist- financing activities.Get updated regulations & communicate the same to bank staff.Monitored, evaluated & reported regular suspicious-activity reports.
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Education
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University of Santo Tomas
MBA - UNDERGRADUATE, FINANCE / MANAGEMENT -
University of Santo Tomas
BSC IN BANKING & FINANCE, BANKING / FINANCE /MANAGEMENT