Darrell Crist, Mba Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

1. Client Relationship Management: Building and maintaining strong, ongoing relationships with commercial clients revenues up to 100 million. Acting as the main point of contact for clients, understanding their business needs, and offering tailored solutions. 2. Business Development: Identifying and pursuing opportunities for expanding relationships, upselling, and cross-selling additional products or services to existing clients. 3. Financial Analysis & Risk Assessment: Evaluating the financial health and risk profile of clients to ensure sustainable business partnerships. This may involve analyzing balance sheets, credit histories, and other financial documents to assess creditworthiness. 4. Tailored Solutions & Consultative Selling: Working closely with clients to understand their unique challenges and offer customized financial or business solutions that align with their goals. 5. Contract Negotiation & Review: Overseeing contract discussions with clients, ensuring mutually beneficial terms, and managing renewals and amendments to contracts. 6. Client Retention & Satisfaction: Ensuring a high level of client satisfaction through timely service delivery, resolving any issues, and maintaining regular communication. 7. Market & Industry Analysis: Staying informed about market trends, competitive offerings, and industry regulations to provide clients with up-to-date advice and insights. 8. Collaboration with Internal Teams: Coordinating with internal departments like finance, legal, operations, and customer service to meet client expectations and ensure smooth delivery of services.

Katy, Texas, United States

Houston, Texas Area

-Manage and grow business portfolio of clients -Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients-Build relationships by calling on existing clients in assigned branches-Budgeting, credit and investment analyzing -Identify and pursue potential new clients, looking for ways to cultivate a long-term relationships

1111 Fannin St Houston Tx

-Provide phone based consultation with referral prospects and clients to offer appropriate product for loans less than or equal to $250k-Provide initial review and analysis of applicant's cash flow and strength of financial statement in order to consult on appropriate financing recommendations-Work directly with client to complete application and fulfillment process, ensuring all necessary documents are included and complete. Submit complete loan application to credit service center-Clearly communicate credit decisions and terms, including declinations and counter-offers, to clients and prospects, with the goal of booking the loan; keep internal partners informed of loan status and decisions-Support deposit account opening process for new-to-chase credit clients as required by Risk Management-Underwriting • Pre-package underwriting deals • Spread financial statements • Calculate cash flow and provide mitigation strategies • Process decisions based on credit and risk analysis -Deliver an excellent client experience throughout the credit application and fulfillment process: solution-based consultation, complete & accurate application, effective coordination with credit service center for credit decision, and timely closing/funding

VITA/TCE CERTIFICATION Volunteer Tax Preparation for local communities

Houston, Texas Area

Build relationships with high balance customers Work with Chase Private Client partners Upgrade and open accounts Work with startup and existing business clients balances totaling up to 1 million in revenue ADP, Merchant services and business lending experience Earned promotion following superior performance and demonstrated ability to quickly learn and master complex concepts

Houston, Texas Area

Provide excellent customer service experience Financial management Uncover needs and offer benefits Lending and investment analyzingOpen accounts Top banker in Houston South Market

Houston, Texas Area

Sales and offering solutions Assist with account status and resolving issues Online assistance Handle high volume of escalated calls Repeatedly recognized as top performing telephone banker in call center

Master Of Business Administration - Mba, Business Administration And Management, General

Activities and Societies: Nu Boule Mentorship

Bachelor Of Business Administration (Bba), Finance, General

Contributed and involved in business/finance department associations and organizations Obtained MBA in Business Administration Nu Boule.

Education record

Education record