Relationship management, consultative and sales experience. Also, coached, managed, and supervised sales teams. Collaborated with colleagues to develop and implement best practices. Indentified methods to acquire, retain, and grow high net worth and affluent clients. |
infin_2003@yahoo.com
Education Bachelor of Business Administration
Howard University, Washington D.C.
Finance Major
Employment
7/2003 - 8/2004 JPMorganChase
Texas Market Team Leader
Coached and instructed affluent bankers on acquiring, retention, and growing high-net-worth clients
Diagnosed challenges which prevented affluent bankers from delivering client-specific strategies to their clients
Supported state-wide Team Leaders in market initiatives to acquire, retain, and grow high-net-worth clients
Developed and promoted relationship and collaborative approaches to strengthen affluent segment among branch and investment partners
Responsible for directing and monitoring Know Your Customer procedures and other compliance functions for the Texas region
Developed and consolidated regional and banker weekly activity reports to determine deposit, credit, and investment revenue production
Houston, TX
7/2002 - 7/2003 Personal Financial Services Team Leader
Operated New York and Texas business lines with approximate assets under management of $500 million
Developed staff and drove first half new sales revenue for 2003 to 108% over goal
Conceived and implemented a partnership with customer service area in order to identify new sales opportunities
Collaborated and leveraged best practices from other team members
Structured and negotiated salary and bonus increases based on banker performance
8/2000 - 7/2002 Small Business Team Leader
Managed multi-segment regional platforms with approximate assets under management of $778 million
Drove consumer portfolio growth for period ending 2002 for Texas at 100%, New York 105%, and Small Business Direct 109%
Established sales culture and incentives that promoted team work and individual achievement
Formulated partnership with business and segment partners
10/1999 - 8/2000 Chase Bank of Texas, N.A.
Small Business Relationship Manager
Proactively advised clients on financial products and services for their business and personal accounts
Developed and implemented methods of retaining and developing client relationships
Coordinated partnerships with other business lines to deliver upon the brand promise
Houston, TX
8/1998 - 10/1999 Chase Bank of Texas, N.A.
Select Relationship Manager
Profiled high-end clients through needs-based selling
Recommended appropriate depository, credit, and investment products and services
Obtained applicable banking and investment sales goals Houston, TX
10/1997 - 8/1998 Bank One N.A.
Financial Sales Unit Lead
Proactively sought new banking and investment business through outbound telephone efforts
Assessed financial needs of high-end clients through profiling
Cross-sold and up-sold banking and investment products
Directed the workflow of the sales unit Houston, TX
1/1997 - 10/1997 Financial Services Specialist
Produced total sales over $4.5 million
Achieved comprehensive understanding of deposit, credit, and investment products
Resolved routine to moderately complex transaction issues
Licenses and
Certification
NASD Series 7, 63, and 24
Texas Group 1 Life and Health
Candidate for Certified Financial Planner certification
Relevant Training and Skills
Cannon Wealth Management Sales Training
Kaset International Sales Training
Advanced Credit Sales Training
Managing and Leading for Results
S.P.I.N. selling |
