BRENDALYS CRUZADO
Indianapolis
Summary
Experienced in the banking industry, bringing a strong background in sales, service, and operational leadership. Expertise lies in delivering results-oriented customer service, ensuring a seamless experience from initial contact to closing and follow-up. Focus on client retention consistently achieves excellent results. Possess exceptional skills in managing both internal and external business relationships for mutual benefit. Committed to building brand awareness and fostering a positive company culture with an entrepreneurial attitude.
Overview
16
16
years of professional experience
Work History
Vice President, Private Client Branch Manager
JP Morgan Chase
09.2016 - Current
- Responsible for managing a team of bankers and Associate Bankers who strive to provide a first class client experience while working to increase profitability in all segments of the business
- Accurately forecast annual, quarterly and monthly revenue streams
- Develop a specific plans to ensure revenue growth in all company's products
- Accountable for all controllable contributions for the financial center
- Continuous coaching and development of the staff
- Maintain sound operational procedures in order to protect the bank against unnecessary risk
Relationship Banker
JP Morgan Chase
11.2011 - 07.2016
- Build lasting relationships with affluent clients with a net worth of $500,000 or greater
- Acquire, retain and expand new and existing relationships
- Proactively meet with clients face to face or over the phone, to discover their financial needs and provide product recommendations, contributing directly to the success of the firm
- Partner with Sales Specialists in product areas
- Work as a team to create an outstanding client experience
Personal Banker-Manager On Duty
JP Morgan Chase
09.2010 - 11.2011
- Selected amongst Top Performers to be a member of a New Build opening branch
- An integral member of a successful team that consistently meets quarterly Campaign goals
- Greeting and Assisting clients when they walk into the banking center
- Helping build relationships with clients by connecting them to the appropriate team member who can address them with their financial needs
- Ensuring financial transactions are completed accurately and effectively while complying with all banking policies, procedures, regulatory and banking requirements
Sale & Service Associate
JP Morgan Chase
10.2008 - 09.2010
Education
Associate Degree - Business Administration
Indiana River State College
05.2008
Skills
Client Relationship Management
Sales & Revenue Growth
Team Leadership & Coaching
Credit & Loan Processing
Banking Compliance & Regulations
Business Development
Languages
Spanish
Native or Bilingual
Timeline
Vice President, Private Client Branch Manager
JP Morgan Chase
09.2016 - Current
Relationship Banker
JP Morgan Chase
11.2011 - 07.2016
Personal Banker-Manager On Duty
JP Morgan Chase
09.2010 - 11.2011
Sale & Service Associate
JP Morgan Chase
10.2008 - 09.2010
Associate Degree - Business Administration
Indiana River State College
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