Manager, Private Client Group

• Mar 2023 - Present

Private Bank Specialist

• Jan 2020 - Mar 2023

Provide consultative solutions for High Net Worth clients' liquidity needs and manage the onboarding and training of 15 junior team members while ensuring performance outcomes meet goals and career benchmarks.• Proactively prospect and present lending solutions inclusive of mortgage, securities-based loans, and cash management services to wealth management clients across the firm, including stock plan participants and E*TRADE subset.• Work cross-functionally with product, operations, credit, legal, and underwriting to facilitate the efficiency of deal flow.• Assisted with the business development process for engaging E*TRADE clientele with the Private Bank’s lending platform.• Present consultative solutions to challenging and unexpected issues that arise throughout the lending process while managing internal and external expectations to ensure loans are booked in a timely manner while maintaining a positive client experience.• Coordinate payoff process of contra firm security-based lines of credit across multiple internal and external stakeholders for newly recruited Financial Advisors, resulting in an expedited turnaround time for the transfer of the collateralized assets. Show less

Associate Private Banker

• Sep 2015 - Jan 2020

Served as subject matter expert for private banking products such as mortgage, securities-based lending, and cash management solutions.• Recognized as top-performing salesperson by consistently achieving and exceeding quarterly sales targets resulting in over $100M in new loan production.• Conduct Private Bank training sessions for newly hired financial advisors comprised of 70+ participants to educate them on the overall product offering to better serve the needs of clients and deepen relationships. Show less

Assistant Vice President, Private Client Banker

• Sep 2011 - Sep 2015

Served as main point of contact for high net-worth clients with an average net worth of $2.5M.• Ranked in the top 10% of the country as a National Achiever based on annual sales performance. • Managed banking relationships of 200+ clients with more than $40M in deposits and $50M in investments to ensure clients received the best products, services, and rates.• Developed relationships with clients by demonstrating a team-based approach in conjunction with a JPM Private Client Investment Advisor to deliver the investment capabilities of the Private Bank.• Generated growth within JP Morgan Chase by encouraging clients to transfer balances that were held away.• Worked with internal business partners to cross-market and promote Chase Private Client financial services and products such as home equity, mortgage, and small business. Show less

Assistant Vice President, Sales Manager

• Jan 2010 - Aug 2011

Managed and trained 12 Personal Bankers to increase sales production, which included helping bankers acquire, deepen, and retain client relationships.• Boosted branch relationship ratio by 50 basis points while maintaining a Performance Level 1 ranking for branch P&L.• Recruited and trained new employees by show coaching different selling methods to increase production.