Small Business Banking Specialist
Urbana-Champaign, Illinois Area
• Engaged existing and prospective clients in a proactive relationship that provided targeted financial analysis and sold recommended solutions for all financial needs.• Utilized and led a team of financial specialists, ranging from such disciplines as asset and investment management, farm management, trust services, commercial credit and cash management, and mortgage lending to allow for a more complete range of analysis and complex solutions for mass affluent clients.• Promoted to the position of Business Banking Specialist after demonstrating expertise in bank policy, procedures, and regulations, while consistently being nationally ranked in the top 25% of all retail and financial services bankers in production and cross-selling metrics.• Spearheaded the growth of business banking production by leading and training a team in industry and firm best practices by recognizing key client prospects and referring their business, increasing new client acquisitions by 225% and Business Banking P&L net revenue by 379% in my branch.• Appointed to JPMorgan Chase Bank’s conversion team following the acquisition of Washington Mutual and assigned the Los Angeles, West Hollywood and Burbank market in California. Responsible for the training of staff and the implementation of branch banking operations, products, and services, ensuring a successful transition.