Work History

Work History
Jul 2014 - Present

Officer, Assistant Manager

Bank of America

- Co-manager of a Top 200 banking center (out of ~5,500 branches) located in affluent North Scottsdale. #1 Branch in terms of US Trust/GWIM traffic in Arizona. Over $200MM in total assets ($131MM in deposits).

-  At the time of new management arrival, the banking center was not meeting expectations in multiple metrics such as client experience, teller engagement, and sales/referrals per customer visit. Only 74% of revenue goal in July, increased to 97% in August, 108% in September, and 115% currently in October!

- Achieved improvements in teller engagement by leveraging process improvements I developed in previous role. Increased sales/referral productivity by shifting a dual teller/seller employee to full-time sales role. Deployed differentiated client experience to recognize affluent clients and increase satisfaction scores.

- Faced staffing challenges due to market-wide lack of talent "on the bench". Took initiative in recruiting, hiring, and training self-sourced talent. Helped other branches resolve staffing issues whenever possible.

- October Employee of the Month due to peer and customer recognition. Score of Exceed Expectations (highest rating) on most recent performance review. Recommended for promotion by branch manager.

Jun 2013 - Jun 2014

AMLDP Associate

Bank of America

- Participated in a highly-selective leadership development program focused on developing top performing managers within the banking center channel through experience, education, and exposure.

- Hands-on experiential learning model exposed me to various management styles across 17 banking centers, including chronic under-performers, many of which I lead as a result of management changes.

- High level learning through exposure to senior leaders such as the Consumer Market Manager and Area Executive through in-person meetings as well as Region Executives through the Leadership Summit.

- Successfully executed Market-wide Improvement Project focused on identifying greatest performance gap by using a pilot group of banking centers to test and implement proposed process improvements. Increased CER metric by over 50% within the pilot group and shared recommendations with senior leadership.

- Elected by my peers to a 3-person Committee which organized and lead the program's Community Volunteer efforts. Achieved our target of 1000 volunteer hours from our 54-member 2013 AMLDP class.

Aug 2012 - Jun 2013

Registered Representative

J.P. Morgan

- Concurrent with Relationship Banker role. Recommended by District leader to obtain investment licenses through a 2 month company-paid training program. Provided with bonus for completing the program.

- Selected as MVP of the required post-licensing Investment Sales Fundamentals training seminar.

- Leveraged investment licenses to achieve even greater success in the Relationship Banker role by enrolling clients in Chase Private Client; an exclusive banking, lending, and investment solution for affluent clients.

Sep 2011 - Jun 2013

Relationship Banker-SBS

JPMorgan Chase

- Individual contributor role where I consistently exceeded goals for selling financial products and services, making referrals to other lines of business, and growing credit/deposit balances for my book of customers. Ranked in the top 25% of bankers in the entire company; top 20 overall in my district; top 10 for my job role.

- Began as a Personal Banker, focused only on consumer/mass market clients. Nominated after 4 months to become a Licensed Banker (to sell investment products) and subsequently became a Relationship Banker now focused on mass affluent/preferred clients and, later on, small business clients as well (see below)

- Named MVP 3 times during company sales seminars, including during the Small Business seminar after which I became an SBS (Small Business Specialist) in addition to my Relationship Banker role.


Aug 2010 - Aug 2013

Bachelor's degree

Fordham University

- Graduated 1-year early to join management development program at Bank of America.

- Achieved Dean's List award in my last two (2011-2012 and 2012-2013) school years.

Aug 2006 - May 2010

High School Diploma

Brophy College Prep






Social Networking

Policy Analysis


Data Entry


Time Management

Customer Service

Community Outreach

Sales Management



Project Management



Team Leadership

Strategic Planning

Event Planning

Social Media

Financial Reporting

Data Analysis



Public Speaking



Microsoft Word

Microsoft Office


Financial Analysis

Microsoft Excel