Angelic Ramirez

• Leads, mentors and coaches sales techniques to bankers in assigned branches
• Responsible for business sales in assigned territory
• Provide clients advice and service while developing relationships to ensure seamless client experience throughout Chase
• Acquire, manage, and retain a portfolio of 90+ business clients with annual revenue of $1 - $5 million for assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting assigned five branches
• Coach team members sales and cross selling techniques
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements
• Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as needed
• Built and strengthened relationships with new and existing accounts to drive revenue growth.

• Effectively onboard business prospects for new relationships
• Manage, and retain a portfolio of 50 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Collected Financials from clients to prepare loan packages to send to underwriter

• Establishes relationships with individual and small business clients
• Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs
• Collaborates with partners in order to meet clients' financial needs
• Manages schedule to meet client demands
• Executes the bank's risk culture and strives for operational excellence

• Coach team members sales and cross selling techniques

• Highest Sales revenue in the entire Eastern market

• Received top performer awards

• Promoted business via social media to generate leads and maximize brand identity.
• Advertised products and services online, social media and through traditional campaigns to target ideal consumers.
• Interviewed and hired ideal candidates to assist with logistics and tasks of business.
• Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
• Conducted feasibility studies to weigh pros and cons of developing business and ways to achieve success.
• Negotiated price and service with customers and vendors to decrease expenses and increase profit.
• Trained clients during strength training, cardio vascular exercise, and stretching.
• Demonstrated proper technique for exercises to avoid injuries.
• Motivated clients to stay on track with fitness goals with positive and friendly approach.
• Assisted clients with personal fitness goals through realistic objectives.
• Designed specific workout systems for individual clients based on performance ability.

• Identified, hired, onboarded and trained highly-qualified staff of eleven by teaching best practices, procedures, and sales strategies.
• Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
• Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
• Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
• Established and cultivated solid business relationships with new or existing customers.
• Maintained ethical and positive working environment to reduce turnover and promote high retention rates.

• Remained current with training and sought new training opportunities to further personal growth.
• Handled administrative requirements, maintained records and submitted operational reports.
• Coordinated activities of subordinate personnel to support mission success.
• Led team in developing strategic plans to meet operational objectives.
• Trained and mentored personnel in combat operations and tactics.
• Prepared and delivered investigative reports and briefings.
• Balanced workloads and assigned specific tasks to team members in order to accomplish objectives.
• Developed and managed document tracking procedures and data gathering processes.
• Integrated warehouse operations with existing and new business processes.