Manager Customer Service

Ann Daniel

*** ******* **** ***** 914-***-****

Florida, New York 10921 ******@*********.***

PROFILE

Dynamic, results driven Financial Services Executive with diverse, progressive experience in banking and

financial services sector. Expertise in client relationship management. Analytical thinker with strategic

planning skills, capable of developing innovative approaches to driving client acquisition and retention.

Motivating leader with demonstrated history of building high performing teams. Effective and articulate

communicator with ability to establish rapport with individuals at all levels. Adept with:

Consultative Selling Investment Management Project Management

Personnel Development Process Improvement Stakeholder Relationships

Portfolio Management C Level Presentations Team Leadership

SELECT ACCOMPLISHMENTS

JPMORGAN CHASE

Established 2 new branch locations, interfacing with maintenance and information technology

departments to facilitate smooth transition from their previous locations.

Consistently achieved quarterly sales campaign goals from 2Q 2008 to present.

Ensured customer reported satisfaction levels of over 90% by driving provision of exceptional

customer service through implementation of client focused personnel training.

Led team to achieve largest profit and loss (P&L) growth year over year, gaining corporate

recognition.

CHASE MANHATTAN

Generated 270% growth of FSC’s assets under management, expanding from $5 million to $14

million by driving customer acquisition and retention.

PROFESSIONAL EXPERIENCE

JP Morgan Chase Investment Services, Suffern, New York 2010 Present

Financial Advisor Associate / Vice President

Build and maintain client bases, keeping current client plans up to date and recruiting new clients on an

ongoing basis.

ANN DANIEL PAGE TWO

PROFESSIONAL EXPERIENCE (Continued)

Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes,

or financial performance indicate a need for plan reassessment.

Recommend strategies clients can use to achieve their financial goals and objectives, including specific

recommendations in such areas as cash management, insurance coverage, and investment planning.

JPMORGAN CHASE, Pomona, New York 2001 – 2004 & 2007 – 2010

Branch Manager/ Vice President (2007 – Present)

Directs day to day operations of highly productive branch, leading sales and service teams to

exceed objectives relevant to revenue growth, customer satisfaction, and operational efficiency.

Manages deposit, loan and investment portfolio of $75 million, driving client acquisition and

retention.

Spearheads definition, analysis, and strategizing pertinent to new opportunities and challenges,

working with internal stakeholders to craft business solutions with present and future viability.

Leads cross functional team, holding weekly meetings to develop and carry out action plans.

Oversees personal banking staff, providing effective coaching and professional development.

JPMORGAN CHASE

Personal Banker/Assistant Treasurer (2003 – 2004)

Drove new business generation by designing and implementing multiple motivational initiatives for

use branch wide encompassing profiling, consulting, networking, and cold calling functions.

Maintained solid relationships with new and existing customer accounts, spearheading acquisition

and retention efforts while executing needs assessments and recommending appropriate solutions.

Led customer acquisition initiatives, identifying and fostering relationships with targeted clients.

Ensured client retention by cross selling products and services to fully meet clients’ requirements;

interfaced with multiple service channels to fulfill client needs and optimize revenues.

Expanded customer account profitability, collaborating with retail lending, small business,

investment/wealth management, and other departments to ensure positive consumer experience.

Provided effective training to cross functional teams, offering insight into corporate policies and

programs as well as techniques designed to maximize client acquisition and satisfaction.

ANN DANIEL PAGE THREE

Personal Financial Services Banker/Assistant Treasurer (2002 – 2003)

Led multi site portfolio management of $46 million for clients with liquid net worth of up to $10

million, identifying and achieving clients’ financial objectives through active profiling.

Drove client retention, attentively managing relationships at all stages in account lifecycle.

Cross sold products and services encompassing banking, investment, wealth management, and

insurance focuses; interfaced interdepartmentally to secure newly ordered products and services.

Relationship Manager (2001 – 2002)

Maintained comprehensive responsibility for health of portfolio totaling $36 million, exceeding

client expectations by leveraging effective, hands on approach to account management.

CHASE MANHATTAN BANK, Garnerville & Pomona, New York

1998 – 2001

Assistant Branch Manager (2000 – 2001)

Directed daily branch operations, facilitating generation of branch revenue and achievement of sales

and service goals.

Financial Service Representative/Head Teller (1998 – 2001)

EDUCATION

MASTER OF GLOBAL MANAGEMENT, University of Phoenix

~ GPA: 3.82

BACHELOR OF BUSINESS ADMINISTRATION, Concordia College

~ GPA: 3.75

ASSOCIATE OF BUSINESS ADMINISTRATION, Rockland Community College

LICENSURE

Series 6, 7, 63 and New York State Life Insurance & Notary Public License

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