Experience

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  Chase

  Oct 2007 - Apr 2014

  Generate growth in balances through my sales; discover clients’ financial needs and provide appropriate product and service recommendations; Partner with others such as Mortgage Officer to Solicit residential first mortgages/Refinances through contacts with realtors, builders and developers, Relationship Manager to serve small businesses with annual revenues from $250k up to $5 million, and Financial Advisor, to ensure our customers have access to experts who can help them with specialized financial needs. Show less

  • Licensed Banker/Small Business Specialist

    Apr 2012 - Apr 2014

  • Personal Banker

    Oct 2009 - Apr 2012

  • Senior Teller

    Oct 2007 - Oct 2009
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  Us bank

  Apr 2014 - Nov 2014

  Assistant manager

  Leads sales and service delivery for branch employees through sales production and sales coaching. Provides effective customer service and participates in the achievement of branch sales goals and activities. Ensures operational compliance of the branch location and oversees branch operations in the absence of the branch manager.

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  Bank of america

  Nov 2014 - now

  Senior small business relationship manager

  Established as primary points of contact within banking centers for small business customers and the resident expert for Small Business products, services, and strategies. Spends the majority of time meeting the sales and service needs of small business customers. Responsible for uncovering small business customers lending and cash management banking needs to deepen their relationship. Prospects and build relationships by making outbound calls to targeted banking center Small Business customers and perform site visits with small business customers to deepen relationships. Show less