Joselito Gerena
Business Relationship Manager
Burr Ridge,IL
Summary
Experienced with relationship management, driving client engagement and satisfaction. Utilizes negotiation and conflict resolution skills to create lasting business partnerships. Knowledge of strategic planning and collaboration to meet and exceed business goals.
Overview
15
15
years of professional experience
Work History
Business Relationship Manager
BMO Bank
Burr Ridge, Illinois
06.2023 - Current
- Managed a portfolio of key accounts, ensuring consistent revenue generation and account retention.
- Implemented robust risk management strategies to protect the organization from potential losses or reputational damage.
- Conducted thorough market research to identify emerging trends and inform business development efforts.
- Maintained open lines of communication with stakeholders at all levels of the organization, fostering a culture of transparency and accountability.
- Strengthened client relationships by consistently delivering high-quality service and support.
- Built rapport with prospective clients through effective networking events, conferences, and industry gatherings.
- Boosted customer satisfaction through timely resolution of issues and proactive communication.
- Championed corporate social responsibility initiatives that aligned with company values and positively impacted the community.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Business Relationship Manager
JP Morgan Chase Bank
01.2022 - 06.2023
- Managed book of business with 100+ commercial clients.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell products and services.
- Achieved goals for sale of bank products and services to clients through commercial lending offering, lines of credit, merchant processing services, business 401k options along with fraud protection services.
- Exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Worked with business partners to expand on additional product offerings to clients such as financial investment products and home lending.
Branch Manager
JP Morgan Chase Bank
03.2017 - 01.2022
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Coached and engaged employees in business processes with positive and collaborative techniques.
- Created strategies with bankers as well as branch partners to expand and grow customer sales, resulting in increase in investment balances by 23%, home loans by 12% and business lending by 8% year over year.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Resolved various issues impacting sales management and business operations.
- Complied with regulatory guidelines and requirements.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
Sales Manager
JP Morgan Chase Bank
06.2016 - 03.2017
- Conducted one-on one and team meetings to set sales goals and objectives and set clear expectations about company policies and procedures.
- Worked with management team to assist with hiring and onboarding of 4 new employees.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Built relationships with customers and community to establish long-term business growth.
Relationship Banker
JP Morgan Chase Bank
07.2010 - 06.2016
- Managed book of 200 clients.
- Cultivated strong client relationships by providing tailored advice and services to suit changing financial circumstances.
- Activated new accounts and facilitated customer transactions.
- Offered available services such as deposit accounts, bonds, and securities.
- Continually boosted branch production and revenue by 13% by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by 4% by upselling banking products and financial services to clients.
- Worked with branch partners including financial and home lending advisors, as well as business relationship managers to help consumer and business clients achieve financial goals and objectives.
Skills
Revenue generation
Time management
Team leadership
Client relationship management
Problem-solving skills
Team leadership
National Achieving Branch Manager
Top Ranked leader for 3 consecutive years.
Timeline
Business Relationship Manager
BMO Bank
06.2023 - Current
Business Relationship Manager
JP Morgan Chase Bank
01.2022 - 06.2023
Branch Manager
JP Morgan Chase Bank
03.2017 - 01.2022
Sales Manager
JP Morgan Chase Bank
06.2016 - 03.2017
Relationship Banker
JP Morgan Chase Bank
07.2010 - 06.2016
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