Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Associate Relationship Manager

  • Apr 2021 - Present

• Associate Relationship Manager

  • Apr 2021 - Apr 2021



KeyBank

• United States
• Banking
• 700 & Above Employee

• Branch Manager

  • Dec 2018 - Apr 2021

• Licensed Relationship Manager

  • Apr 2018 - Dec 2018



J.P. Morgan Chase Bank NA

• New York, New York

• Private Client Banker

  • Mar 2012 - Nov 2017

  Designated as Manager on Duty effectively supervising a team of 10 employees in absence of branch manager. Mentored and motivated a team to drive individual performance and deepening customers banking relationships. Build a rapport with the community to attract business and assisted with customer relations. Participated in hiring and training of new staff. Provided personal financial counseling, assisted with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention. Oversaw $74M in client deposits and investments with consistent YOY results and solid sales performance in new business opportunities. Managed and grew a branch-based portfolio of over 100 small business clients in assigned branch and booking credit opportunities up to approximately $250,000. Collaborated with the entire Private Banking team including the Private Client Advisor in researching financial information in order to make the best investment decisions for clients. Acted as a role model for companies core values on creating a customer focused environment. Show less



TD

• Canada
• Banking
• 700 & Above Employee

• Financial Services Representative

  • Nov 2009 - Mar 2012

  Developed and maintained positive consumer relationships with customers to fully understand their banking needs. Promoted to the role of small business specialist servicing the needs of all small business owners. Partnered with specialist ensuring customers received access to experts who could help them with specialized financial needs. Refered larger Small Business and Commercial opportunities as identified during profiling to Branch Business Manager or Branch Manager. Developed and maintained positive consumer relationships with customers to fully understand their banking needs. Promoted to the role of small business specialist servicing the needs of all small business owners. Partnered with specialist ensuring customers received access to experts who could help them with specialized financial needs. Refered larger Small Business and Commercial opportunities as identified during profiling to Branch Business Manager or Branch Manager.



Signature Bank

• United States
• Banking
• 400 - 500 Employee

• Senior Client Associate/Operations Manager

  • Aug 2006 - Dec 2008

  Oversaw the teller function, ATM balancing, night depository processing, Brinks processing and customer service duties. Managed a team of 5 employees and supported the branches Private Client team. Hired and trained staff fostering a positive environment and ensuring customer satisfaction and proper branch operation. Oversaw the teller function, ATM balancing, night depository processing, Brinks processing and customer service duties. Managed a team of 5 employees and supported the branches Private Client team. Hired and trained staff fostering a positive environment and ensuring customer satisfaction and proper branch operation.



Independence Community Bank

• Banking
• 1 - 100 Employee

• Assistant Branch Manager

  • Mar 2003 - Aug 2006