Private Banking Relationship Manager Resume Chicago, Illinois - Hire IT People

PROFESSIONAL SUMMARY:

14 years of proven success in management across mulriple lines of business in Retail/consumer Banking, Investments, Wealth Management, Sales & Community Development.
Active in community outreach programs as well as board member for multiple non - profit organizations developing partnerships through community involvement which drives successful international business relationships.

PROFESSIONAL EXPERIENCE:

Confidential, Chicago, Illinois

Private Banking Relationship Manager

Responsibilities:

Managed a portfolio of 175 million in deposits and 65 million in investments and a team of 12 private bankers * associates
Sourced new business through COI contacts, community involvement and developing a strong partnership with other USB business lines
Roll out team manager and implementation director of new strategy initiatives nationally
Formal credit underwriting and lending experience working with complex income clients & providing a holistic approach to getting our clients credit needs met.
Strong partnerships with other line of business partners to create a full range of options to our client while providing them a custom designed plan individualized to their financial goals.
Represented the bank in 2013 with legislator meeting with State Senator Heather Steans and Congresswoman Kelly Cassidy.
Annual Pinnacle Award winner 2012, 2014, 2015, 2016 (top 10% performer in the company)
Platinum, Gold, Silver and (2) Bronze Shield award winner for leadership, customer service, teamwork and collaboration.
Run the national initiative for volunteer project with the Ronald McDonald House and “Meals from the Heart” program.

Confidential, Chicago, Illinois

Preferred Financial Center Manager

Responsibilities:

Manage a portfolio of consumer and commercial clients total 85 million deposits & 45 million in outstanding loans. With a team of 65 associates
Generated over 18,000 in investment revenue for the Financial Center in 2009.
Top investments for the Midwest Region in 2009.
2010 sales at 106% to goal and 118% revenue per household.
Philanthropic Chair for the Chicago Affiliate organizing monthly service projects with the Ronald McDonald House and the Chicago Food Depository, Midwest Workers Association, Bear Necessities, Habitat for Humanity, Dreams for Kids, AIDS Legal Counsel, and the American Heart Association.
Highest Q12 surveys for employee engagement in 2010 in the Downtown Region.
Assisted in finding board seats for FCM in the Downtown Denovo Region as well as the Chicago Affiliate.
Established new community matters entities and resource for other offices on the program.

Confidential, San Francisco, California

Senior Commercial Relationship Manager

Responsibilities:

Built relationships with our Middle Market, Commercial and Over Seas Department.
Created new marketing collateral for external and internal department growth.
Established and maintained a portfolio of 485 million in deposits and 110 million in loans.
Publicly spoke at multiple charity events and conferences on the bank’s behalf.
Established international trade and business clients throughout the Pacific Rim.
Generated 20 million in new business lines and loans in 2007.
Drove our CRA score by publicly speaking & volunteering at second chance housing & drug rehabilitation clinics.
Participated on multiple boards including the Glaucoma Research foundation, San Francisco AIDS Project & the Human Rights Campaign.
Bank Representative for “Bank on San Francisco Project” & community outreach program.

Confidential, Orlando, Florida

Senior Financial Center Manager

Responsibilities:

Managed and maintained over 90 million in deposits and loans for the downtown financial office.
Maintained strong knowledge of all products and services,
Coach the team on sales objectives & the art of relationship banking & quality service programs.
Resolved customer complaints and provided direction to associates.
Represented SunTrust at various civic and community functions.
Managed, led & coached all sales in the banking center; including mortgages, lending, deposit & Investment growth
Exercised managerial authority concerning staffing, performance appraisals, operations & sales objectives

Confidential, Chicago, Illinois

Teller Sales Manager and Training Officer

Responsibilities:

Managed the Daily Operations, Sales and Staff of the Banking Center.
Established the sales goals and operations standards for the New Chicago Market
Designed programs for new & existing employee performance and sales productivity.
Exceeded monthly and quarterly sales goals on average by 125%
Organized and ran offsite sales campaign and both corporate and collegiate events.
Successfully opened and established multiple banking centers (DeNovos) in the Chicago expansion.