James Leclair Email & Phone Number

San Diego, Ca, Us

Wyomissing, Pa, Us

Laid off due to company closure

La Jolla, Ca, Us

• Provide ongoing relationship management and service to banks top 5% high profile clients• Responsible for assisting in the retention and expansion of existing customer relationships through the provision of excellent customer service and communication• Maintain knowledge of all documentation required to open a business account for commercial customers, including auxiliary products• Support the Bank’s initiatives for maintaining client relationships, increasing deposits, and fee revenue.• Apply strong critical thinking and problem-solving skills to meet client needs while collaborating with management and BSA to mitigate risk and ensure clients activity is consistent with bank policy and all applicable laws and regulations.

Minneapolis, Mn, Us

• Demonstrates and ensures all branch employees provide excellent customer service in accordance with banks’ core values.• Involved primarily with the management and administration of the branch to ensure that budget goals are met and to ensure compliance with all banking laws and regulations.• Regularly and customarily directs the work of the staff to effectively identify the financial needs of our customers.• Provides on-site leadership, motivation and direction for the branch staff.• Expands the customer base and branch profitability.• Develops and implements a program for consumer small business development and sales for the North Park 92104 market area.• Organizes and directs the sales efforts through goal setting, motivating, coaching, and training.• Represents the bank in the community to further enhance its image and to develop and promote additional business.

Licensed Real Estate Realtor

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