Lajuan Wright, Crpc ® Email & Phone Number

United States

Alpharetta, Georgia

• Developed new business with current small business assigned portfolio and prospects, participated in call programs and outside sales opportunities as assigned by Sales Manager.
• Sold small business solutions/services such as deposits, treasury management, credit cards, payment and credit solutions.
• Maintained and expanded a good working relationship with small business customers; resolved small business customer account issues in assigned portfolio.
• Achieved and exceeded assigned service and sales goals by effectively matching customers with the products and services that best suited their needs.
• Developed and forged relationships with Chase partners to maximize sales opportunities and achieve minimum sales standards.
• Worked with managers and branch partners to ensure customer experience was exceptional.

• Acquired and built client relationships to discover their unique financial needs and provided recommendations to help enhance their banking experience.
• Worked collaboratively with financial advisers, loan officers, and business bankers to best serve the client while enhancing profitability for the company.
• Managed customer portfolios, serviced relationships and cross-sold all products and services.
• Provided broad based financial and credit services with the goal of acquiring 100% of the customers' business.
• Proactively met with customers-face to face and over the phone- to discover their financial needs and provided products and service recommendations.
• Worked with branch manager to develop action plans to ensure branch achievements in order to meet quarterly goals.

• Contributed to branch profitability by promoting the organizations positive image through professional conduct and proficient application of products and services.
• Provided customers with all aspects of product openings, servicing, and maintenance and problem resolution.
• Proactively sought need based sales/referral opportunities of the organizations financial products through relationship building with the branches customer base.
• Opened new accounts for new and existing customers; assisted customers in the completion of product applications/forms.
• Facilitated the fulfillment of customer banking requests by assessing needs, counseling/advising and applying the appropriate product/service matches.
• Under supervision, operated as the front-line sales force using various sales methods including cross/relationship selling, in-and out-bound calling and supporting product marketing and promotion techniques/campaigns.

West Haven, CT

• Responsible for the coaching and guidance of staff of 4 to ensure attainment of branch’s sales goals
• Responsible for following the opening and closing proceduresof the branch
• Provided a comfortable atmosphere suitable to gain client trust and necessary for building a financial relationship.
• Assessed the client’s needs and formed financial plans to address all or most of the client’s needs accordingly.
• Guided and assisted in the advancement of financial awareness (credit scores, lifestyle adjustments, budgeting, etc.).
• Guided the client through a pre-qualification period necessary for loans.

Bachelor Of Arts - Ba, Digital Communication And Media/Multimedia

B.A. Graphic Design, Marketing & Illustration