● Continuously built. developed, and executed on deepening clients relationships
● Worked directly with staff and customers in compliance and business development while offering quality service
● Designed and conducted training programs for teams
● Partnered with other departments on projects to set high standards and gained competitive advantage in the industry
● Demostrated a precise alignment commitment to performance and awareness to customers as directed by JPMorgan Chase
● Team player inspired confidence with innate personal ability to succeed in the organization
● Managed relationships with internal and external stakeholders
● Communicated clear and effectively with all stakeholders
compliance regulations
● Partnered with Consumers, and Commercial Banks on issues that influence the banks’ performance such as Know-Your-Customers; Anti-Money Laundry; Bank Secrecy Act, The Patriot Act; Dodd-Frank Act that resulted in the efficiency of 90% increase in clients relationships and business growth.
● Worked collaboratively with the principal decision-makers at prospective and active companies in establishing sales meetings to present to the Chase at Work Program Team. Coordinate event types for organizations based on specific needs, size, and location of company New Hire Orientations, Staff Meetings, Tabletop events, and Seminars. o Coordinate with retail branches for staff onsite activities; work with District Managers to determine appropriate staffing and ensure Personal Bankers preparations for events o Attend onsite activities to ensure smooth execution, meet with company contacts and assist in customer acquisition
● Managed a portfolio of existing businesses in the Chase at Work Program.
● Created business growth by working with decision makers to gain access to more locations by conducting a variety of event types, providing direct feedback, and adjusting the program to suit the needs of the employer and employees
● Recognized and Awarded by management as top employee in client's relations, and new business productivity