• Manage and retain a portfolio of 200-300 high value branch based Business clients; identify and manage credit opportunities.• Deliver an outstanding experience to Chase Business Banking clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of the businesses. Use knowledge of banking, risk management, and industry trends to identify, recommend, and promote solutions that best serve the client while still working… Show more • Manage and retain a portfolio of 200-300 high value branch based Business clients; identify and manage credit opportunities.• Deliver an outstanding experience to Chase Business Banking clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of the businesses. Use knowledge of banking, risk management, and industry trends to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio.• Conduct regularly-scheduled, agenda-based meetings with each client to profile client needs and goals. Identify their organizational needs, analyze current product usage, and pinpoint service growth opportunities primarily through virtual contact (phone and video conferences).• Understand how Chase Cash Management, Card, and Merchant Services solutions can work within the clients’ technical capabilities and resolve gaps. Develop and present proposals for Cash Management solutions, partnering with Chase Cash Management team on more unique solutions.• Own client experience survey results for all assigned clients. Escalate those that require additional assistance or resolution.• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, and Branch Teams) to connect clients with specialists who can help meet their financial needs.• Protect the firm by following sound risk management protocols and adhering to regulatory requirements. Show less

• Primary responsibilities include acquiring and developing deposit and investment relationships with high-net-worth clients with $250,000 or more in deposit-based relationships. • Daily activities include excellent follow-up and follow through processes for all service and maintenance request, prospecting and vetting of new potential clients and training branch level bankers to identify potential prospects.• Extensively trained in goal-based analysis and comprehensive financial… Show more • Primary responsibilities include acquiring and developing deposit and investment relationships with high-net-worth clients with $250,000 or more in deposit-based relationships. • Daily activities include excellent follow-up and follow through processes for all service and maintenance request, prospecting and vetting of new potential clients and training branch level bankers to identify potential prospects.• Extensively trained in goal-based analysis and comprehensive financial planning with clients’ financials. Show less

Responsible for daily operations including management of the Tellers and Customer Service staff. Responsible for keeping branch in compliance with all bank's policy and procedure's and prepare branch for internal audits.Provide sales leadership to ensure franchise growth through personal example and regular monitoring of team sales results. Also monitors branch customer service quality levels.Ranked within top three bankers in Detroit East Market.

-Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations-Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week-Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help… Show more -Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations-Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week-Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs-Adhering to policies, procedures, and regulatory banking requirements Show less

Developed and maintained branch operational plan as well as P&L statementsReview and analyze branch reports, financial statements and billing in relevance to branch's operational plan3 time award winner for leading Wayne County in Best AncillaryTrained in training now the number one Ancillary Sales Employee in Wayne County