Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brian West

Baton Rouge

Summary

Banking professional with extensive experience at JPMorgan Chase, specializing in client retention and relationship management. Demonstrated success in cross-selling financial products and enhancing client satisfaction. Proven ability to lead teams in achieving business objectives while delivering comprehensive financial solutions to clients.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
Baton Rouge
03.2024 - Current
  • Identified opportunities for cross selling additional products and services based on customer needs analysis.
  • Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
  • Provided financial education and advice to clients, enhancing their understanding of banking options.
  • Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.

Branch Manager

JPMorgan Chase
Baton Rouge
01.2013 - 03.2024
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Helped employees with career development within the firm, including coaching to improve performance.
  • Monitored financial performance of the branch on a monthly basis.
  • Developed strategies to increase customer satisfaction and loyalty.
  • Identified opportunities for process improvement initiatives within the branch.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.

Relationship Banker

JP Morgan Chase
Baton Rouge
01.2009 - 01.2013
  • Built long-term relationships with customers by providing personalized service and support.
  • Educated clients about various banking products available at the institution.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.

Assistant Manager

JP Morgan Chase
Baton Rouge
06.2003 - 01.2009
  • Established processes for monitoring customer satisfaction levels.
  • Supervised daily operations including scheduling shifts, assigning duties.
  • Managed customer service inquiries and complaints in a timely manner.
  • Collaborated with management on developing strategic plans for achieving business goals.
  • Assigned work and monitored performance of branch employees.
  • Implemented quality control measures to uphold company standards.

Customer Service Representative

JPMorgan Chase
Baton Rouge
01.1995 - 06.2003
  • Provided exceptional customer service to ensure customer satisfaction.
  • Maintained a high level of professionalism when dealing with difficult customers.
  • Provided accurate information about products and services to customers.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Open new account relationships, including loan, deposit accounts, and credit cards.

Teller

JPMorgan Chase
Baton Rouge
11.1993 - 01.1995
  • Performed daily reconciliation of teller drawer within established limits.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Balanced cash drawers on a daily basis.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.

Education

Bachelor of Arts - Business Administration

Southeastern Louisiana University
Hammond, LA
05-2003

Skills

  • Client retention
  • Cross-selling techniques
  • Regulatory compliance
  • Sales strategy
  • Team leadership
  • Coaching and mentoring
  • Effective communication
  • Problem solving
  • Employee motivation
  • Decision-making
  • Team building
  • Client acquisition
  • Relationship building and management

Certification

  • Series 6
  • Louisiana Life License

Timeline

Private Client Banker

JPMorgan Chase
03.2024 - Current

Branch Manager

JPMorgan Chase
01.2013 - 03.2024

Relationship Banker

JP Morgan Chase
01.2009 - 01.2013

Assistant Manager

JP Morgan Chase
06.2003 - 01.2009

Customer Service Representative

JPMorgan Chase
01.1995 - 06.2003

Teller

JPMorgan Chase
11.1993 - 01.1995

Bachelor of Arts - Business Administration

Southeastern Louisiana University

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Brian West