Customer Service Bank Teller

Jean Rene Tchocksi

**** ****** ***** **, ****** GA 30011 678-***-**** ********@*****.***

Banking & Financial Relations Executive

Polished and driven banking professional providing financial product and services, and small business solutions to drive annual revenue and ensure exceptional customer service.

Areas of Expertise

Sales Strategies

Revenue Growth Initiatives

Quality Customer Service

Cross Selling Programs

Innovative Financial Solutions

Community Commitments

Diverse Relationships

Market Channel Development

Account Management

Professional Experience

Capital One Bank-Metro Atlanta

VP-Business Development Relationship Manager: Oct 2019-Present

Focus on business with annual revenue $2MM-$75MM

Focus: SBA 7A, Conventional, Practice Solutions, Deposit generation, Fee Income

Current loan pipeline $17,500MM SBA, Fee Income $219M, Deposit $25MM

PNC BANK- JOHNS CREEK/Suwanee/Hall/Barrow/Dekalb GA 2017-2019

VP-Practice Solution Healthcare Business Banking Relationship Manager

Focus is on medical professional doctors, dentist and vets. Revenue size $0-$10MM

$9,250,000 YTD Current Loan Pipeline SBA, Dentistry practice buy-in, Conventional Loan

Close deals SBA, Medical Practice acquisition, Start-up and working capital closed 2018 $7,450,000,

6 SBA 504/7A $4,300,000 and $875,000 working capital

5 start-up practice YTD internal Medicine and personal concierge ($475k each).

BANK OF AMERICA – Buford GA 2011 to 2017

VP - Small Business Banking 2011 to Present

Focus is on commercial lending opportunities, but also pursues, develops, and services a wide variety of financial products. Meets and exceeds sales goals in deposits, loans, fee income and referrals, coach branch manager and serve as the primary point of contact for the business customer serving as commercial banking expert for a branch or a group of branches

Establish core small business accounts, and cultivated partnerships and networks to capture new small business opportunities. Complete in-depth reviews of current customer products and services to upsell additional items to increase existing accounts. Serve as bank representative in attendance of civic and community group meetings, volunteer projects, and local events.

Develop and present comprehensive financial solutions to small businesses with annual revenues ranging from $500,000 to $10,000,000

Achieve and exceed new money deposit objectives of $46M 2016, $36M 2015, $24M in 2014, and $20MM in 2013 to recognize year over-year expansion.

Exceed loan goals of $6M in term loans, $4.5M in LOC and $560k in treasurer management to date, and identify over 130 new prospects of $15M for business generation in 2017.

VP - Banking Center Sales Manager 2003 to 2011

Engaged branch associates in positive, diverse, and efficient operational and customer relationships with branch partners and back office support groups. Assessed individual business inquiries and concerns throughout appropriate bank channels.

Maintained consistent top 5% manager ranking within SE region to earn ninth position of 54 managers within first quarter of 2011, and small business sales achievement of 155%.

Owned 100% of small business specialties and personal banking through diligent expenses management reflecting balance performance for eight years.

Captured significant deposit small business of 185%, first mortgages to reach 175%, recognized 160% in credit cards, and grew 230% in loans year over year.

Bank Teller/Small Business Specialist 2000 to 2003

Led substantial cross-sales of bank products and services to new and existing customers to drive revenue growth.

Employed successful business and development strategies to capture 150% SBA, 210% of deposit money, and 150% in credit card sales to earn recognition as a million-dollar club member.

Education

Bachelor's in Accounting and Finance University of Maryland, College Park, College Park, MD

Training & Certifications

Continuous Education Conferences in Dental and Medical Specialty Quarterly 2017 to date

A day in the life of a successful Healthcare Business banker 2017

Global Underwriting Solution Training: Experience as a credit analyst, demonstrate credit/underwriting skills 2016

Spins Training Small Business Banking Training 2015

Completion of Commercial Management Program & Treasury Management Training 2014

Leadership & Team Building Training 2014

Neighborhood Lending Certified 2012

Certificate of Completion - Green Belt Improvement Coach Orientation 2012

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