Assistant Vice President - Chase Business Banking
As a Business Relationship Manager at Chase, my primary responsibility was acquiring and maintaining the relationship of key business accounts, defined by annual revenue and deposit size. Companies I work with generate multi-million dollars in revenue and have minimum cash deposits in the high six figures. I was also responsible for being an advisor to clients and prospects. Successfully able to communicate industry trends, opportunities, present product strategies, and complete implementation of deposit, credit, and cash management products. It was also critical to maintain a high level of client satisfaction while generating, managing, and growing a portfolio of clients.Key Outcomes• High level of client contact, outbound calling, internal marketing campaigns led to client satisfaction per customer surveys and portfolio profit growth. • Grew a profitable portfolio with low attrition rates and numerous referrals. • Able to perform financial analysis and recommendations based on tax returns, financial statements, and other related information.• Utilized industry intelligence reports, internal research tools, and current events to enhance proposals and presentations with product guide and solutions.• Used sales forecasting, key performance indicators, and CRM software (Chase, Salesforce, etc.) to continually meet and exceed production goals. • Well versed in card, commercial card, ACH, wires, processing and cash management recommendations. • National Sales Achiever in the years 2015 and 2017. • Bankers I worked with were consistently top performers and promoted to higher positions.