Wealth Management Advisor

I work with families to build, preserve and manage their finances. I tune in to all aspects of a client’s balance sheet. I customize investment advice, solutions and strategies for individual clients, based on their particular preferences and investment goals.

Fast-track progressive growth and longevity through a series of roles with ever-increasing responsibility.Bottom line accountability for business portfolio growth and profitability of deposits, loan volume and fees. Ensure a consistent revenue stream generating from cash management sales. Collaborate with channel business partners to identify new opportunities and generate referrals. Develop, manage and provide ongoing mentorship to a staff of fifteen employees in a branch with $300 million in assets to provide world-class customer experiences.• Achieve record deposit and investment balance growth through mentoring staff on developing strong client relationships through effectively executing strategies against detailed action plans.• Oversee all aspects of branch operations including staffing and growth of deposit and investment balances; ensure branch compliance by collaborating with human resources and following branch policies and procedures.• Successfully manage branch profit/loss and instilled P&L concepts to develop staff knowledge; demonstrated sales leadership by monitoring specific key behaviors and sales practices to drive results.• Collaborated with advisors with Private Client Services to ensure clients remain lifelong customers and generate increased revenues.• Effectively educate clients on the use of digital banking and investment digital platforms; address complex client issues while providing exceptional customer service.Accomplishments• Successfully opened a new branch to performance level one in the one of the most affluent communities in Illinois.• Improved branch P&L performance from bottom 20% to top 10% in its respected category.• Recognized as a pillar in the community by building effective relationships with clients and business partners through strong community involvement by volunteering, organizing and event planning in the local market.

Provided assistance to the Branch Manager in overseeing the daily operations of the branch with a focus on sales management and sales activities with bankers.• Supervised and mentored personal bankers and service assistants elevating them to top talent in the company.• Conducted daily check-ins and debriefs with bankers to track individual performance; regularly communicated branch performance metrics and priorities to branch staff.• Participated in the recruitment and hiring of staff for various positions.Accomplishment• Personally ensured entire branch staff complied with policies, procedures and regulatory banking requirements in absence of the Branch Manager.

• Assumed the role of clients’ personal advocate; conducted in-depth customer needs assessments to ensure complete and true value of their banking relationships.• Actively managed a select base of high-value client banking relationships through a consultative approach and ensured each received the most appropriate products and superior services.• Consistently scheduled appointments for prospects to acquire new business relationships; shared the value proposition of Chase Private Client banking products and services and upgraded existing client relationships.• Partnered with Private Client Advisors and referred qualified clients to Home Lending Advisors, and Business Relationship Managers to connect clients with experts who assisted with specialized financial needs.• Planned and directed an assigned book of 300 clients; fortified relationships and communicated shared self-service options to access their accounts 24/7.• Proactively targeted and qualified prospects about Chase Private Client services via emil and outbound telephone calls.• Succeeded in developing a substantial client base as well as establishing trust and rapport within that designated client base; solidified client loyalty.Accomplishment• Substantially grew deposits, investment and mortgage balances to fulfill corporate goals and commitments.

• Provided new clients bank accounts and related services; proactively serviced existing clients by providing information on the latest products.• Held responsibility for comprehending and resolving customer issues; provided transaction support and overrides to the teller line when applicable.• Consistently adhered to policies, procedures, updates and regulatory banking requirements.