MARC E. BEAUVOIS

*** **** *** * *** ***, St. Petersburg, FL, 33712 · 617-***-****

ad1s9v@r.postjobfree.com

To obtain a sales or business management position with the opportunity for growth. For me, it is important that I work closely with the clients to manage and build that relationship. I have a proven track record of success in sales as I listen intently to the needs of the client. I work extremely well with others and can be an asset to any team I am part of. EXPERIENCE

09/2019 – PRESENT

AVP PRIVATE CLIENT BANKER – MANAGER ON DUTY & SMALL BUSINESS SPECIALIST, J.P. MORGAN CHASE & CO

• Consistently conduct calls to clients and prospective clients in order to create and/or maintain a financial relationship by identifying and pursuing new opportunities.

• Provide leadership support by stepping in when issues arrive and being able to escalate or handle accordingly.

• Balance the needs of clients with the integrity of financial procedures by understanding the core products while simultaneously being aware of risk.

• Established relationships with complex business clients and partnering up with the Business Relationship Manager through the onboarding process.

• Closed and maintain a portfolio of 50 million in business relationships and 20 million in personal relationships. 02/2019 – 08/2019

LOGISTICAL SUPPORT, U.S. ARMY

• Staff supporting US army soldiers and families stationed in Germany by coordinating and organizing arrangements for a smoother transition.

• Maintained quality control and evaluate inventory on entire base’s food supply.

• Completed Food Handler certification and training IAW Air Force Standards.

• First Aid and CPR certified.

• Trained in Cyber threat awareness including (PII & PHI). 03/2017 – 07/2018

LICENSED RELATIONSHIP BANKER, SANTANDER BANK

• Plan and manage individual sales and service behaviors and activities, while developing and maintaining relationships with business partners to increase cross sell and referral opportunities.

• Deepen relationships with customers by utilizing the Explore process.

• Make outbound calls daily to set appointments with clients to achieve Revenue and Portfolio growth targets on a Quarterly and Annual basis.

• Consistently makes each customer interaction the best experience by delivering and executing branch Security and Compliance policies and procedures to minimize bank exposure. 2

03/2007 – 12/2010

FUND ACCOUNTANT, J.P. MORGAN CHASE & CO.

• Analytical review of investment funds to determine and validate the position of trades; assist with annual audit queries; worked closely with fund managers and clients regarding the restructuring and reporting of cash positions.

• Verified accuracy in monthly and year end reporting of net asset value of investments accounts; fund restructuring and detailed review of cash reconciliation with forecasts. EDUCATION

B.S. BUSINESS MANAGEMENT, FISHER COLLEGE

FINANCIAL LICENSES: FINRA SERIES 6, NASAA SERIES 63, LIFE & HEALTH INSURANCE AGENT SKILLS

• Proficient in MS Office Tools (Outlook, Excel, Word & PowerPoint)

• Able to navigate the Salesforce platform

• Languages: French, Haitian Creole, Deutsch and

English

• Multi-tasking

• Team building/Leadership

• Networking/Communication • Organizational

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