Business Banking Relationship Manager

GINGER HUGHES

**** **** ***** ****, ******, AZ **383 Mobile: 602-***-**** • **************@******.***

Relationship Manager

Branch Manager

Excellent customer service and communication skills with an extensive background and knowledge of bank policies and procedures.

Excellent at identifying client needs and sales opportunities to grow, expand and retain relationships.

Strong knowledge in KYC, BSA, FINCIN, and Beneficial Ownership.

High energy and motivated individual that works well with others.

20+ years of banking experience, with a focus on retail banking, business and consumer lending, business and consumer relationship management.

NMLS LICENSE

Excellent organizational skills, motivated, able to prioritize and complete tasks on time.

JP Morgan Chase, Phoenix, AZ 2023 – 2025

Business Relationship Manager

Managing a portfolio of approximately 110 clients with an annual revenue of 1-5 million. Providing cash management solutions, 401k solutions, commercial credit cards and managing commercial credit opportunities. Originated new banking relationships and grew existing clients. Conducted in person meetings with clients every 90 days to identify needs and build the relationship. Primary point of contact for my client’s needs.

Integro Bank, Phoenix, AZ

Assistant Vice President – Private Client Banker 2022-2023

Responsible for interacting with clients, developing new relationships, expanding relationships, opening new accounts, processing client transactions, managing cash vault operations, assisting with wires, ACH, treasury management set up, home equity loan applications, setting up online banking and credit card applications. Also worked with business partners for referrals to commercial lending and wealth management.

Scottsdale Community Bank, Scottsdale, AZ 2022-2022

Assistant Vice President – Concierge Banker

I assisted in getting the bank open for business; this included assisting in writing policies and implementing procedures, working with vendors such as Jack Henry, FIS and Zelle, getting these systems up and running. Performed day to day branch operations including opening new accounts, wires, ACH, treasury management, setting up online banking, cash vault functions, pulling daily reports and performing audits.

First Fidelity Bank, Glendale, AZ. 2011-2021

Branch Manager - Vice President.

Managed a portfolio of business and personal accounts. Responsible for growing relationships by thoroughly getting to know my clients and networking activities. Managed both the retail and operations in the office; this included drawer audits, vault audits, monthly reports, new accounts and meeting loan goals for the year. Managed and coached a team of tellers and personal bankers to achieve their goals and be their very best. Worked with business partners for referrals to Treasury Management, Commercial Lending and Wealth Management.

M&I BANK, Phoenix, AZ 2010–2011

Business Development / Assistant Vice President

Managed a portfolio of client relationships, acting as their primary resource for all financial products and services. Strengthen existing client relationships through effective use of profiling and relationship building techniques. Additional responsibilities include developing new client relationships from referrals and making referrals to Financial Advisors, Business Bankers and Mortgage Bankers.

FIRST COMMUNITY BANK, Phoenix, AZ 2008–2010

Assistant Vice President / Business Development Officer

Managed portfolio of business and personal accounts, maintaining relationships and assisting clients with services. Conducted business development activities including networking and soliciting referrals. Charged with driving new business for four key locations. Collaborated with Marketing to create and package new products customized for specific targets. Organized bank-sponsored fund-raising events.

Key Accomplishments

Realized 90% retention of portfolio during FDIC changes through conducting regular in-person client meetings to ensure all were covered by regulations.

Increased existing customer base by introducing additional business partners & products to customers who had a small or limited relationship with the bank.

ALLIANCE BANK OF ARIZONA, Phoenix, AZ 2003–2008

Assistant Vice President – Private Client Banker

As primary liaison between clients and senior vice president and bank president, assisted in daily transactions and customer relationship maintenance. Sought new clients via networking events and existing client base and coordinated networking events for customers. Submitted loan packages and opened both business and personal accounts. Integral to developing FDIC-compliant policies and procedures. Cross-trained tellers on new-account opening process, products, and policies.

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