Pedro Matos

Experience

• 

  JPMorgan Chase & Co.

  Aug 2007 - now

  Oversee a branch team of 42; The branch consists of Relationship Bankers, Private Client Bankers, Financial Advisors, and home lending specialists, Business relationship managers, and assistant managers. Ensure compliance with regulatory requirements including but not limited to Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act, and CRA.Recruit skilled and talented employees, coach and develop existing talent and retain them by creating loyalty to the firm, oversee the transition of recruits. Establish and leverage viable relationships internally across firm, and externally in order to support the overall success of branch network.Responsible for the results of the branch network , and a proven track record for exceeding and leading many different goals. Manage and resolve issues; including those that are financial, reputational, compliance, supervisory, operational and HR Governance risks.Ensured that solutions implemented around client’s needs and concerns are managed in alignment with client’s goals.Manage branch network with an average of approximately 3 billion in deposits and investments. Show less Established and implemented workshops in sales related behaviors and relationship building seminars in order to increase productivity in the Manhattan District.Observed various branch networks to find opportunities, recommending their respective branch managers an action plan and timeframe to improve on them, while still highlighting and leveraging strengths.Analyzed statistical data; including historic trends and forecasting data to monitor current branch trends and P&L performance levels. Made appropriate changes to ensure that branches in the Manhattan District met and exceeded their goal.Ranked Number 5 out of 60 wholesalers in the country based on achieving one of the highest cross sale ratios and reaching over 140% over target in number of households acquired. Show less

  • Vice President Sr Branch Manager

    Aug 2013 - now

  • Wholesaler

    Feb 2011 - Jul 2013

  • Relationship Banker

    Aug 2007 - Jan 2011