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CHASE BANK - Business Relationship Manager Resume Example

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Audrey Patterson
XXX XXXX XXXXXXX XXXX, Northport, NY 11768
Positive, energetic, banking professional with a passion for delivering world-class service to business clients, face-to-face or by phone.  Skilled in coaching and training.  Expertise in standard business banking products and cash management solutions.  Motivated by solving difficult problems efficiently.
  • Excellent verbal and written communication skills 
  • Problem resolution and customer service proficiency
  • Highly qualified in classroom facilitation & one-on-one coaching
  • History of being promoted to trainer, team lead or supervisor
  • Understanding of financial statements/ underwriting guidelines
  • Mastery of standard small business products and services
  • Proficient in Word, PowerPoint and Excel
  • Previously held Series 6/63 and NY Life Insurance License (since expired)
Business Relationship Manager Apr 2013Present CHASE BANK Northport, NY
  • Manage a portfolio of 150+ business clients, providing deposit, credit and cash management solutions. Understand their operations in order to protect the bank, deepen our relationship and increase client satisfaction
  • Leverage other branch partners like financial advisor and mortgage banker for client referrals and to increase client wallet share
  • Use bank applications, statements, image archives and public databases to understand cash flow, identify risks and find opportunities to add client value
  • Acquired over $9MM in new deposits, $900,000 in credit, and $90,000+ in cash management revenue in 18-month period
Training Specialist Jan 2011Apr 2013 CHASE BANK New York, NY
  • Trained over 1,000 managers and bankers on Chase's retail products and processes for consumer lending and small business
  • Coached skills such as profiling customers through understanding business cash flow and making product and service recommendations
  • Communicated with managers regarding their employees' training progress and gave tips for additional support and coaching
Sales Wholesaler Dec 2009Jan 2011 CHASE BANK Southwest Nassau, NY
  • Assisted branches in acquiring new customers and deepening existing relationships by partnering with district managers to coach & demonstrate proven sales behaviors in their branches
  • Helped branches cumulatively achieve 103% or higher in their quarterly checking account acquisition campaigns throughout 2010
  • Worked with District Managers to identify opportunities for improvement in branches and sustain positive changes
Personal Banker Mar 2006Dec 2009 CHASE BANK Wantagh, Plainview, & Carle Place, NY
  • Acquired new business accounts and increased loan balances
  • Worked with branch partners to deepen client relationships: Business Banker, Loan Officer, Financial Advisor, Merchant Services, ADP, & Commercial Lending
  • Coached heritage Bank of NY and Washington Mutual colleagues on Chase products, procedures and systems
Customer Retention Unit Supervisor Oct 2001Mar 2006 CHASE AUTO FINANCE Garden City, NY
  • Managed a team of 18 employees who increased total dollars retained at Chase Auto from $300,000 to $3,000,000 in one year (2005)
  • Experience with interviewing, hiring, terminating, coaching and promoting employees. Conducted performance evaluations.
  • Improved average team quality score from 93% to 96% in one year
  • Designed, wrote and facilitated training program
  • Managed reporting of all customer retention data through Excel and web-based applications (dollars saved; revenue; identifying payoff trends; consumer behavior; top competitors, etc.)
Customer Service Training Coordinator May 1999Oct 2001 CHASE AUTO FINANCE Garden City, NY
  • Facilitated three-week new hire training classes for auto retail & lease products; trained 300 staff in over two years
  • Updated training program as needed based on surveys and changing business needs
  • Administered Business Needs Analysis of Customer Service Department interviewing managers, supervisors and staff on business' needs
  • Designed and wrote one-week lease training program
Customer Service Representative Feb 1998May 1999 CHASE AUTO FINANCE Garden City, NY
  • Analyzed customer problems and found solutions in a timely manner regarding automobile loans and leases
  • Aided supervisor in resolving difficult customer inquiries
  • Consistently exceeded department quality standards
Elementary Education and French Jan 1993 State University of New York at Fredonia Fredonia, NY, US
Music composition, performance and recording, running
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Resume Details

This is a real resume for a Business Relationship Manager in Northport, New York with experience working for such companies as Chase Bank, Chase Auto Finance. This is one of the hundreds of Business Relationship Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Business Relationship Manager resume.

Previous Companies:


Previous Job Positions:

  • Business Relationship Manager
  • Training Specialist
  • Sales Wholesaler
  • Personal Banker
  • Customer Retention Unit Supervisor


  • State University of New York at Fredonia

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