I specialize in relationship management, financial advising, and credit solutions, tailoring strategies to meet diverse client needs. My expertise includes supporting small businesses with innovative banking solutions, conducting detailed credit analyses, and optimizing financial outcomes.A skilled problem-solver with strong analytical and interpersonal communication abilities, I excel at increasing productivity and fostering trust. Fluent in Mandarin Chinese, I connect with a diverse client base to deliver tailored financial solutions. As a collaborative team player, I am dedicated to driving success through resourceful and results-focused strategies.
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Relationship BankerM&T Bank Sep 2014 - Jun 2015Suffern, New York, United States• Provided exceptional customer service and tailored banking solutions to support clients in achieving financial objectives.• Engaged in proactive client outreach to identify financial needs and build strong client relationships.• Assisted with account management, lending, and cross-selling additional services to drive revenue growth and enhance client satisfaction. -
Premier ManagerBank Of America Jul 2006 - Jan 201059Th & 5Th Gm Building, New York Ny• Collaborated with cross-functional teams including financial advisors and client assistants to deliver tailored banking, credit, and investment solutions. • Served as a main point of contact for premier clients, enhancing service quality and building long-term relationships. • Developed strategies to deepen client relationships by conducting detailed financial profiling and identifying client needs.
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Financial Advisor--Commercial Lending SpecialistMerrill Lynch Apr 2004 - Jul 2006One World Trade Center, Sd Office New York Ny• Created and led customized presentations for prospective small business clients. • Assessed client portfolios, goals, and investment timelines. • Advised clients on investment opportunities and executed transactions. • Networked to source new client relationships and attended community events. • Expanded client engagements to include additional financial products (e.g., 401(k), credit lines). • Coordinated with underwriters to efficiently manage loan processing timelines -
Small Business BankerWells Fargo Aug 2002 - Apr 2004Spring Valley Ny; Fair Lawn; Woodcliff Lake; Park Ridge Nj• Focused on business client acquisition and development through targeted networking and strategic partnerships with industry professionals. • Conducted thorough financial analyses to present viable banking solutions, enhancing client satisfaction and retention. • Developed referral systems with external partners, strengthening business opportunities and promoting integrated service delivery. -
Business Banking OfficerBank Of Hawaii Jan 2001 - Aug 2002Lihue, Hawaii, United States• Managed a diverse client portfolio, nurturing client relationships to grow business accounts. • Attended industry events to expand network visibility, contributing to business development initiatives. • Implemented educational outreach programs to inform clients about financial solutions and service offerings.
Jennie Wright Education Details
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International Business -
Food Science
Frequently Asked Questions about Jennie Wright
What is Jennie Wright's role at the current company?
Jennie Wright's current role is Financial Professional | Wealth Management | Credit Solutions.
What schools did Jennie Wright attend?
Jennie Wright attended University Of Hawaii At Manoa, University Of Hawaii At Manoa.
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