Professional Summary

Fifteen years of professional experience in retail banking, account managing, retail sales, direct and indirect sales including: business sales, cold and warm calling, project management and the implementation of new ideas and concepts to meet or exceed monthly goals. Particular strengths include:

Building relationship with clients with monthly to quarterly follow ups.

Establishing a strong network with my existing clients who provide a referral stream.

Probing skills to find a resolution to everyday customer inquiries while providing superior customer service, and a strong knowledge of banking regulations.

Bilingual in Spanish and English (Proficient in reading and writing in Spanish)

Technical Skills

MS Office, MS Project, MS Visio, Oracle Express 11g, Oracle SQL Developer, Visual Studio, SAS Enterprise Miner, Aris Express

Education

University of Illinois-Springfield, Springfield, IL 2013-2016

Masters in Management of Information Systems (part-time status since 2013) G.P.A 3.5/4.0

Certificates: IT Project Management, Business Process Management, and Business Intelligence

Projects

Using Visual Basic code, I created a functional employee timecard that recorded employee information such as name, id #, position, etc. saved it, and would bring it up on a separate form if searched for.

Using SAS Enterprise Miner, I ran Multiple Regression, Memory Based Reasoning, and Cluster Analysis on a dataset that contained Male and Female data on how much time in their day they spent on activities such as work, chores, hobbies, etc. to predict future behavior and to find correlations in the data.

Using MS Project, I created a Gant Chart displaying work breakdown with sequencing and dependencies, multiple timelines, and a financial report.

Using MS Visio, I modeled several enterprise activities with a Use Case diagram, Workflow diagram, and several UML static structure diagrams.

Using Oracle Express 11g and Oracle SQL Developer I administered a database by creating tables, imported and exported data, ran queries and SQL scripts, and generated reports.

Using Aris Express I created a BPMN diagram, a Business Process diagram, and an Organizational chart.

For my Capstone Project I created ten questions to interview eight IS/IT professionals to gain further knowledge about defense in depth strategies used in the real world today. Before creating the questions I researched defense in depth best practices and challenges. I hypothesized that defense in depth itself is a best practice and that the technologies used would be the biggest challenge to implement a successful strategy. After conducting the interviews my first hypothesis was proved correct but my second was not as “people” proved to be the biggest challenge in implementing a successful strategy.

Robert Morris University 2000-2003

Bachelors in Business Administration concentration in Management G.P.A 3.5/4.0

Professional Experience

J.P. Morgan Chase Bank, N.A

Small Business Specialist/Relationship Banker/Account Manager August 2011-Present

Sales, customer service, and leadership position whose primary goal is to acquire, retain and deepen personal and business customer relationships for the banking center.

Manage branches existing book of business for both personal and small business clients.

Retain existing relationships by calling and introducing myself, mailing out customer greeting letters with personal business card and ultimately inviting these clients to come in for a financial analysis to discover financial goals and recommend best bank products and services to meet individualized goals.

Utilize bank tools such as electronic calendar to create 10, 30, 60, 90 day follow up calls with clients to stay in touch.

Co-lead and participate in daily huddles to talk about previous days account acquisition and any successes with customer or partner referrals including other bankers, tellers, loan officers, investment advisors.

Assist branch manager in coaching team and partners in strategies to generate more business.

Serve as Key partner in helping branch achieve higher revenues by growing business customers’ balances.

Contribute to branch achieving top tier in P&L report for first quarter of 2012, 2013, and 2014.

Develop extensive relationships with, tax preparers, CPA’s, and attorneys in the community to create more referral opportunities and acquire new business.

Personal Banker/Account Manager September 2006-August 2011

Sales position whose primary goal is to acquire, retain, and deepen customer relationships. Play lead role in creating outstanding customer experiences while helping branch meet sales objectives contributing to firm success.

Managed part of branches existing book of business by calling and following up with personally assigned clients. Services included follow up calls to inform of new services or promotions on loan rates or deposit rates, mailing out customer greeting letters with business card.

Served as key partner in helping branch achieve higher tier level in sales and operations by exceeding or meeting monthly goals for 2010.

Ranked in top third in sales district for 2010.

Developed extensive relationships within community providing financial education seminars to community groups, schools, businesses (profit and non-profit).

Sales and Service Associate/Teller 2002-2006

Sales and service position whose primary goal was to assist the personal bankers acquire, retain and deepen customer relationships. Assisted in service issues, checkbook balancing, loan document preparation and other inquires.

Achieved a promotion to this position within 12 months of being hired by firm from teller position.

Aided bankers in becoming top salespeople by taking initiative with all service requests.

Professional Licenses:

Series 6, Series 63, State Life and Health (IL) All current and in good standing

NMLS ID:

444979

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