Kyle Sanchez Email & Phone Number

New York, New York, United States

• Given current COVID environment, was asked by Senior Management to lead high-profile branch operating model initiatives which include: o Enabling phone transactions for branch bankers: Stood up a working group with members of Legal, Compliance, Risk, Controls, Sales Practices, Operations, etc. to re-examine current policies and enable more transactions to be done over the phone; since March 2020, 25 new transactions were enabled over the phone for branch bankerso Associate Bankers and tablets: Developed the new sales behaviors and operating model for our Associate Bankers to leverage using Tablets • Program manager responsibilities include developing presentations outlining the key points/decisions and then presenting to Senior Management

New York, New York, United States

• Responsible for developing, managing and executing financial health strategies, initiatives and products to the entire Chase retail branch network which include Autosave, Credit Journey, Secure Banking, Your Financial Journey, etc. • Partnered with an external Financial Health Expert to develop a Financial Wellness curriculum titled Your Financial Journey that focuses on the importance Spending, Savings and Credit education; leveraged the curriculum internally for our own employees as well as externally with non-profit partners and local businesses

Greater New York City Area

• Report directly to the Head of National Sales-Strategy • Responsible for developing, managing and executing sales strategy that the entire network of Chase Bank branches adhere to. • As a project manager on the National Sales team, I partner with different areas of the bank (Marketing, Product, Credit Card, Branch Administration, Training, Legal and Compliance, Senior Management, etc.) to take projects from original concept through final implementation. • Expertise in Marketing, Product and Credit Card- consult and help those lines of business deliver their initiatives to the entire branch network.

Greater New York City Area

• Report directly to the Head of National Sales-Strategy • Responsible for developing, managing and executing sales strategy that the entire network of Chase Bank branches adhere to. • As a project manager on the National Sales team, I partner with different areas of the bank (Marketing, Product, Credit Card, Branch Administration, Training, Legal and Compliance, Senior Management, etc.) to take projects from original concept through final implementation. • Expertise in Marketing, Product and Credit Card- consult and help those lines of business deliver their initiatives to the entire branch network.

Greater New York City Area

• Hire, train, coach and manage a team of branch bankers. Superior expertise in all bank products, specialized sales techniques, client relations, needs assessment and financial management.• Proactive leader with refined business insight and exemplary people skills. Facilitate a team sales approach in the branch to achieve objectives, increase productivity and enhance customer experience and employee morale.• Maximize sales performance of the entire branch staff by mentoring, motivating, show coaching and public recognition. • Effectively grew the branch's balance sheets into one of the most top performing branches in the entire country. Branch surpassed $1 billion dollars in Deposits and Investments.

Greater New York City Area

• Superior expertise in all bank products and specialized sales techniques, client relations and needs assessment, financial management, and staff motivation, mentoring, and coaching.• Serve as a liaison between Chase National Sales and my geographic territory and successfully ensure that any National changes in the sales process, systems, policies and protocols are adopted immediately throughout the Retail Branch. • Support sales training and provide exemplary feedback to Chase National Sales on how strategies are being implemented first hand in the field. • Present and facilitate sales behavior workshops/seminars for large groups of bankers amongst the Manhattan East Market.

Greater New York City Area

• Top Performing Banker and National Achiever. Ranked 205 amongst over 20,000 bankers throughout all of Chase.• An innovative professional that utilizes professional skills to acquire new customers, drive business growth and capitalize on new revenue potential.• One of the Top Bankers amongst Chase, as measured by Relationship Ratio, which calculates how deep a relationship extends once it’s established. • Promoted from the title, Officer of the bank to, Assistant Vice President.• Selected as a Platform Partner to assist in the conversion from Washington Mutual to Chase in Los Angeles, California in October 2009.