Sr. Financials Sales Consultant
Bank One/Chase Bank
SCOPE OF RESPONSIBILITES: Responsible for managing all aspects of a banking center including personal banking, financial planning and day to day operations in relation to new and existing accounts. Report daily, weekly, and monthly production to upper management. Contributed campaign goals in two separate branches. Both branches met campaign and received recognition.Successfully completed all training required by Chase; including, Platform training, Lending, New Accounts and Sales… Show more SCOPE OF RESPONSIBILITES: Responsible for managing all aspects of a banking center including personal banking, financial planning and day to day operations in relation to new and existing accounts. Report daily, weekly, and monthly production to upper management. Contributed campaign goals in two separate branches. Both branches met campaign and received recognition.Successfully completed all training required by Chase; including, Platform training, Lending, New Accounts and Sales and Service.Actively participated the corporate change from Bank One to Chase.Production:Produce 3+ Home Equity Applications Weekly. With approximately $200K booked.Generate 15-20 approved Credit Cards a month.Minimum $100K in booked investments per month.Open on average 45 Consumer and 5 Business accounts per month.Refer 3 businesses to the Small Business Relationship Manager a month.Close approximately 2 mortgages per month.National Training Award recipient Show less