Relationship Banker Financial Solutions

Allen Kendrick

Mancia

Relationship Banker

***** ******* **** *******, ********** 91040, Sunland, US, 91040 213-***-****

**************@*****.***

Sr. Relationship Banker with over 13 years of extensive expertise in financial analysis and relationship building, known for driving substantial portfolio growth through tailored financial solutions. Utilizes advanced negotiation skills and marketing strategies to consistently exceed revenue targets while fostering long-term client relationships. Committed to delivering innovative financial planning solutions that enhance client satisfaction and leverage collaborative team efforts for optimal outcomes. Employment history

Sr Relationship Banker,

City National Bank,

May 2024 - Present

Chatsworth, California

Relationship Banker,

Chase, Oct 2022 - May

2024

Cultivate client relationships, delivering tailored financial solutions for portfolio growth. Surpass revenue goals, achieving notable portfolio expansion with strategic client engagement.

Analyze market trends to enhance client retention, driving measurable growth in satisfaction.

Collaborate with teams to refine lending processes, reducing approval times and boosting conversions.

Build partnerships with wealth teams, expanding client base through strategic referrals. Spearhead portfolio growth through tailored financial solutions, leveraging data-driven strategies to boost market share and client retention rates. Foster strategic partnerships with wealth management teams, creating comprehensive financial plans and expanding client base through effective referral networks. Orchestrate cross-functional teams to streamline lending processes, significantly reducing approval times and improving loan conversion rates. Conduct in-depth market analysis to identify emerging trends, developing strategies that lead to measurable growth in market share and client satisfaction. Drive innovation in financial services, implementing cutting-edge solutions that address complex client challenges and set new industry benchmarks. Pioneered data-driven financial solutions, enhancing client portfolio growth and market share. Implemented cutting-edge strategies to address complex financial challenges. Guide clients in financial planning, building trust, boosting satisfaction with digital solutions.

Collaborate with specialists, addressing diverse needs, achieving branch targets through engagement.

Promote self-service options, enhancing customer satisfaction and improving financial management skills.

Spearhead digital banking adoption, revolutionizing customer experience and significantly enhancing accessibility to Chase's comprehensive financial services. Orchestrate seamless partnerships with specialists, delivering tailored solutions that address diverse financial needs and exceed client expectations. Drive branch performance through proactive client engagement, consistently surpassing targets and contributing to measurable growth in customer satisfaction. Pioneer innovative approaches to financial education, empowering clients with advanced management skills and fostering long-term financial well-being. Optimise client financial strategies, fostering trust and satisfaction. Collaborate with specialists to meet diverse needs, surpassing branch targets through proactive engagement.

Employment history

Loan Officer, Glendale

Federal Credit Union,

Oct 2021 - Mar 2022

Personal Banker, Wells

Fargo, Oct 2018 - Sep

2021

Assessed financial status for loans, improving approval precision and reducing risk. Educated members on financial options, leading to higher product adoption. Underwrote loans, ensuring compliance and effective risk management. Opened accounts, contributing to growth in credit product usage. Referred members to services, enhancing client relationships. Executed meticulous loan underwriting across diverse portfolios, ensuring strict compliance with regulations and effective risk management. Spearheaded account opening initiatives, directly contributing to substantial growth in credit product utilization and membership base.

Facilitated seamless referrals to specialized services, strengthening cross-departmental relationships and enhancing overall member satisfaction. Conducted thorough financial assessments for loan applications, enhancing approval accuracy and mitigating risk exposure for the credit union. Drove product adoption through targeted member education, resulting in increased uptake of financial services and improved portfolio diversity. Executed meticulous loan underwriting across diverse portfolios, ensuring strict regulatory compliance and effective risk management protocols. Advised clients on financial decisions, boosting satisfaction and loyalty with tailored solutions.

Processed loan products efficiently, enhancing service delivery and achieving branch goals.

Built strong client relationships through proactive follow-ups, fostering trust and repeat business.

Ensured compliance with ethical standards, maintaining customer trust and integrity. Promoted inclusivity by leading with integrity and supporting team collaboration. Cultivated lasting client relationships through personalized financial guidance, enhancing trust and loyalty. Implemented proactive follow-up strategies. Analyzed client financial profiles to recommend tailored solutions, optimizing their financial health and increasing product adoption rates. Employment history

Loan

Processor/Member

Representative, Credit

Union of Southern

California, Oct 2016 -

Aug 2018

Loan Processor,

SkyOne Federal Credit

Union, Jan 2016 - Sep

2016

Managed diverse loans, enhancing client trust and satisfaction, resolving discrepancies. Processed vehicle titles, ensuring regulatory compliance, improving operational efficiency.

Collaborated with partners to streamline service delivery, facilitating smooth transactions.

Handled loan funding, maintaining policy adherence, significantly boosting revenue growth.

Utilized automated systems for DMV paperwork, resolving issues efficiently, enhancing accuracy.

Fostered strong partnerships with insurance companies, dealerships, and financial institutions to resolve complex customer inquiries and facilitate seamless transactions. Leveraged online banking tools to enhance member experience, implementing automated solutions that significantly improved operational efficiency in loan processing. Conducted thorough credit report analyses, resolving discrepancies to bolster client trust and ensure financial accuracy across diverse loan types. Analysed credit reports, resolving discrepancies to enhance client trust. Streamlined loan processing, improving operational efficiency and accuracy in DMV paperwork handling. Managed diverse loan portfolios, significantly boosting revenue growth. Implemented automated solutions, enhancing member experience and operational efficiency in loan processing.

Fostered partnerships with insurance companies and dealerships, facilitating seamless transactions. Collaborated with partners to optimise service delivery and resolve complex enquiries.

Managed high-volume loan calls, improving satisfaction and team efficiency. Facilitated loan applications, ensuring accurate documentation and compliance. Educated customers on loan protection, boosting product adoption and security. Processed loan applications, maintaining accuracy and regulatory compliance. Collaborated with teams to streamline workflows, enhancing operational efficiency. Partnered with cross-functional teams to optimize loan processing procedures, resulting in measurable improvements in processing times and error reduction. Provided comprehensive customer support, guiding clients through complex loan processes and addressing inquiries to ensure a positive borrowing experience. Optimised loan processing workflows, resulting in significant reduction of processing times and error rates, while maintaining strict regulatory compliance. Streamlined high-volume loan call management, enhancing customer satisfaction and team efficiency through improved communication strategies. Guided clients through complex loan processes, providing comprehensive support and addressing inquiries to ensure positive borrowing experiences. Meticulously processed loan applications, ensuring accurate documentation and adherence to regulatory standards, contributing to the organisation's compliance record. Employment history

Personal Banker, Wells

Fargo, Dec 2014 - Dec

2015

Telephone

Representative,

Kinecta Federal Credit

Union, Aug 2012 - Nov

2014

Education

National University, Online, Present

Bachelor Business Management

Alexander Hamilton High School

High School Diploma

Advised clients on financial products, enhancing satisfaction and trust with ethical service.

Processed loans and credit, ensuring compliance and improving client satisfaction. Developed personalized financial solutions, aligning with client goals for long-term loyalty.

Led client discussions, achieving financial goals with integrity and professionalism. Promoted inclusivity, setting standards and engaging clients effectively. Anticipated future financial trends, positioning clients for long-term success. Pioneered customer-centric conversation techniques, driving meaningful discussions. Promoted an inclusive work environment, setting professional standards. Engaged customers in meaningful financial discussions, aligning with their goals and aspirations. Optimised financial product offerings, resulting in enhanced client satisfaction and trust. Conducted thorough analyses to develop tailored solutions aligned with client objectives. Streamlined loan and credit processing, ensuring regulatory compliance while boosting client satisfaction. Implemented efficient workflows to expedite approvals and reduce processing times.

Forecasted financial trends, positioning clients for long-term success. Developed innovative strategies to capitalise on emerging market opportunities and mitigate potential risks.

Fostered an inclusive work environment, setting professional standards and promoting teamwork. Mentored colleagues on best practices for client engagement and relationship building.

Cross-sold and opened credit products, enhancing member satisfaction and financial solutions.

Handled calls, delivering excellent service and resolving inquiries efficiently. Established services for members, aligning with their financial goals and needs. Built rapport with customers, identifying objectives and providing tailored solutions. Drove customer acquisition through strategic cross-selling, establishing comprehensive financial services tailored to member needs and boosting product adoption rates. Managed inbound and outbound calls as primary customer touchpoint, delivering exceptional service and swiftly resolving inquiries to enhance member satisfaction. Conducted in-depth analysis of customer financial goals, developing personalized service packages that aligned with individual objectives and credit union offerings. Pioneered communication strategies to effectively convey complex financial information, ensuring clear understanding and fostering trust with potential and existing members. Cultivated strong relationships with diverse clientele, leveraging interpersonal skills to identify needs and provide tailored solutions, resulting in increased member loyalty. Optimized member financial portfolios through strategic cross-selling, resulting in enhanced product adoption and increased customer satisfaction. Streamlined call handling processes, significantly reducing inquiry resolution time and improving overall member service efficiency.

Cultivated strong relationships with diverse clientele, leveraging interpersonal skills to identify needs and provide personalized financial solutions. Championed cross-selling initiatives, boosting credit product adoption and enhancing member satisfaction through tailored financial solutions. Courses

SIE - Securities Industry Essentials Exam

Financial Industry Regulatory Authority

Series 6 - Investment Company and Variable Contracts Products Representative Exam Financial Industry Regulatory Authority

Skills

Communication Leadership Customer Service Financial Analysis Loan Processing Sales Relationship Building Problem Solving Product Knowledge Compliance Risk Management Data Analysis Team Collaboration Marketing Strategy Financial Planning Negotiation Skills Time Management Portfolio Management Client Retention Market Research Cross-Selling Financial Literacy Digital Banking Strategic Partnerships Languages

English Spanish

Contact this candidate