Manika Phimmasone
Pomona
Summary
Business Relationship Manager with significant experience at JPMorgan Chase Bank, focused on driving revenue growth and optimizing client portfolios. Expertise in financial analysis and client relationship management, resulting in strong partnerships that enhance business productivity. Recognized for delivering customized operational solutions and building trust through outstanding service.
Overview
25
25
years of professional experience
Work History
Business Relationship Manager
JPMorgan Chase Bank, N.A.
Ontario-Chino
04.2014 - Current
- Oversaw a diverse portfolio of 100+ business clients, focusing on tailored operational solutions.
Facilitated opening of deposit accounts and credit products aligned with client requirements.
Partnered with branch teams and influential networks to drive business productivity.
Conducted market analysis to uncover opportunities for enhancing client portfolio outcomes.
Established strong relationships through dedicated service and understanding of business needs.
Acted as first point of contact for banking services, promoting trust and accessibility.
Assistant Branch Manager
JPMorgan Chase Bank, N.A.
Montclair
05.2008 - 04.2014
- As the Assistant Branch Manager, my duties included; mentoring employees, approving, reviewing client requests, handling cash operations, all while managing client experience.
Personal Financial Banker
JPMorgan Chase Bank, N.A.
Pomona
08.2003 - 05.2008
- Drove branch sales and portfolio growth through effective recommendations of financial products.
- Advised customers on banking products, including loans, investments, and credit cards.
Teller/Merchant Teller
JPMorgan Chase Bank, N.A.
Pomona
06.2000 - 08.2003
- Started my career in banking as a Teller for Washington Mutual around the time they acquired Home Savings. Within the year I became the Merchant Teller and assisted all the business clients with their transactions.
Education
Certification of Completion -
School of Banking
Ontario, CAAssociate -
Riverside Community College
Riverside, CADiploma -
Ramona High School
Riverside, CASkills
- Bank products and services knowledge
- Client relationship management
- Financial analysis
- Operational solutions
- Sales strategy development
- Business account management
- Customer service
- Business development and relationship building
- Verbal and written communication
- Commercial lending expertise
- Business relationship cultivation
- Multitasking skills
- Effective communication strategies
- Networking proficiency
- Customer communication effectiveness
- Customer portfolio management
- Revenue growth strategies
Affiliations
- National Achiever for production 2016
- Top Performer for production 2018
- Honorable Mention 20 years
- Asian Community, Temple Treasurer
- Asian Community of Riverside Temple Dance Instructor
- Community Translator for Events
Timeline
Business Relationship Manager
JPMorgan Chase Bank, N.A.
04.2014 - Current
Assistant Branch Manager
JPMorgan Chase Bank, N.A.
05.2008 - 04.2014
Personal Financial Banker
JPMorgan Chase Bank, N.A.
08.2003 - 05.2008
Teller/Merchant Teller
JPMorgan Chase Bank, N.A.
06.2000 - 08.2003
Certification of Completion -
School of Banking
Associate -
Riverside Community College
Diploma -
Ramona High School
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