Joelle Cooke
Relationship Manager at Key Private Bank- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
Topline Score
Bio
Monica Zwipf
Joelle is delightful to work with. She has exceptional expertise in sales, coaching, client experience, and motivation. She always brings new and insightful ideas to the team and confidently adapts to new working environments. She is reliable, self-motivated, and extremely methodical in all that she does. Working with her over the years has been nothing but a pleasure and I look forward to the collaboration we will have in the future.
Monica Zwipf
Joelle is delightful to work with. She has exceptional expertise in sales, coaching, client experience, and motivation. She always brings new and insightful ideas to the team and confidently adapts to new working environments. She is reliable, self-motivated, and extremely methodical in all that she does. Working with her over the years has been nothing but a pleasure and I look forward to the collaboration we will have in the future.
Monica Zwipf
Joelle is delightful to work with. She has exceptional expertise in sales, coaching, client experience, and motivation. She always brings new and insightful ideas to the team and confidently adapts to new working environments. She is reliable, self-motivated, and extremely methodical in all that she does. Working with her over the years has been nothing but a pleasure and I look forward to the collaboration we will have in the future.
Monica Zwipf
Joelle is delightful to work with. She has exceptional expertise in sales, coaching, client experience, and motivation. She always brings new and insightful ideas to the team and confidently adapts to new working environments. She is reliable, self-motivated, and extremely methodical in all that she does. Working with her over the years has been nothing but a pleasure and I look forward to the collaboration we will have in the future.
Experience
-
Key Private Bank
-
United States
-
Banking
-
200 - 300 Employee
-
Relationship Manager
-
Jun 2023 - Present
-
-
Associate Relationship Manager, AVP
-
Jan 2021 - Jun 2023
Actively listen to client concerns which allows me to present a clear concise picture and provide the client with targeted solutions to help achieve financial goals. Effectively collaborate with field experts and other lines of business to problem solve complex client situations.
-
-
Wealth Development Partner
-
Dec 2019 - Jan 2021
Effectively coached retail team members in the branch on Key Bank's wealth management services which lead to achieving a sales goal of 169%. Developed a targeted and systematic sales activity: Wealth Call Labs which have been implemented nationwide to increase wealth management referrals. Successfully increase collaboration between retail branches, mortgage loan officers and wealth management.
-
-
-
KeyBank
-
United States
-
Banking
-
700 & Above Employee
-
Select Licensed Relationship Manager
-
Feb 2019 - Dec 2019
Managed and established a profitable book of business to achieve individual and team goals. Created a strong collaboration with retail financial advisor to achieve investment sales by 239%. Developed strong relationships with Mortgage Advisor, Operation Leader, and Business Colleagues to deepen client relationships.
-
-
Licensed Relationship Manager
-
Apr 2017 - Feb 2019
Grew branch investment book to hit yearly target by July in 2018 Driving sales through excellent customer service; key player in driving branch sales to the top 15% of the company in 2018 Creating partnerships with local business to drive Key@Work program and grew household business to reach the top 33 of bankers in 2018Assisted in training new bankers on sales, metrics and operational standardsSuccessfully hit a revenue target of $60,000 in twelve months for a promotion to a Select Licensed Relationship Manager Show less
-
-
-
Citizens
-
United States
-
Banking
-
700 & Above Employee
-
Associate Licensed Banker
-
Dec 2014 - Apr 2017
Consistently recommended customers to venture into new financial avenues directly increasing branch loans, investments and deposits Exceeded sales goals by 150% for the 2015 and 2016 year Created partnerships with local businesses and a college to discuss financial opportunities which led to an increase in Citizens financial footprint. Assumed operational responsibilities which led to a state audit rated excellent Assisted in training new bankers on sales, metrics and operational standards Achieved high customer services scores above 85% in 2016 Assumed management responsibilities during restructure of branch FINRA Series 6, Series 63 Show less
-
-
-
Forever 21
-
United States
-
Retail Apparel and Fashion
-
700 & Above Employee
-
Store Manager
-
Aug 2013 - Dec 2014
-
-
-
Sears
-
United States
-
Retail
-
700 & Above Employee
-
Assistant Store Manager- Softlines
-
Aug 2011 - Aug 2013
-
-
Education
-
2021 - 2023
DePaul University
Certificate of Financial Planning -
2007 - 2011
The University of Toledo
Bachelor of Arts - BA, Marketing/Communications
Community
