Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Steve Beatty

Waterman

Summary

Dynamic leader with a proven track record at Chase Bank, excelling in branch operations management and fostering robust customer relationships. Spearheaded initiatives to surpass performance targets and elevate customer satisfaction, demonstrating exceptional coaching abilities and strategic planning acumen. Expert in client relationship management and effective communication, consistently achieving and exceeding sales goals.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Branch Manager

Chase Bank
01.2018 - 12.2024
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.

Relationship Banker

Chase Bank
04.2011 - 01.2018
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.

Education

Associate In Fine Arts - Business Administration And Management

Elgin Community College
Elgin, IL
06.2003

Skills

  • Branch operations management
  • Customer service
  • Customer relationships
  • Excellent time management skills
  • Coaching and mentoring
  • Client relationship management
  • Strong team-builder
  • Verbal/written communication

Certification

Current Registrations:

Notary Public (Illinois)

NMLS


Previous Licenses:

Series 6

Series 63

Timeline

Branch Manager

Chase Bank
01.2018 - 12.2024

Relationship Banker

Chase Bank
04.2011 - 01.2018

Associate In Fine Arts - Business Administration And Management

Elgin Community College

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Steve Beatty