Sara Garcia
Eastvale ,CA
Summary
Dynamic Business Relationship Manager with a successful record at Chase Bank, excelling in building strong business relationships and implementing effective client engagement strategies. Proven success in increasing portfolio growth, enhancing client relationships, and providing customized banking solutions for businesses.
Overview
16
16
years of professional experience
Work History
Business Relationship Manager II
Chase Bank JP Morgan
08.2022 - Current
- Managed a portfolio of small to mid-sized business clients, providing financial solutions, acquired new clients, and fostered long-term banking relationships to help businesses start, grow, and thrive.
- Led strategic initiatives to enhance client satisfaction and retention through tailored relationship management.
- Developed comprehensive solutions addressing client needs, resulting in improved service delivery and engagement.
- Collaborated with cross-functional teams to optimize processes and streamline communication channels for clients.
- Mentored junior staff on best practices in client relationship management and effective communication techniques.
- Analyzed market trends to identify growth opportunities, informing strategic decision-making for business development.
Business Relationship Manager I
Chase Bank JP Morgan
02.2020 - 08.2022
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed client needs to provide tailored financial solutions, increasing account engagement.
- Utilized advanced financial analysis techniques to accurately assess client needs.
- Built rapport with prospective clients through effective networking events, conferences, and industry gatherings.
- Strengthened client relationships by consistently delivering high-quality service and support.
Tresury Analyst
MGM Studios
07.2018 - 01.2020
- Oversee daily cash flow and transactions, ensure efficient cash use, and manage payment schedules.
- Create and prepare detailed treasury reports for executives, analyze financial information, and perform ad-hoc analyses.
- Manage and maintain relationships with banking partners and oversee bank account databases.
- Assess and manage financial risks to ensure the company's financial health and operational profitability.
- Create and prepare detailed treasury reports for executives, analyze financial information, and perform ad-hoc analyses.
Relationship Associate
OneWest Bank
03.2016 - 06.2018
- Supported the bank's Relationship Managers by providing administrative support, handling customer inquiries and issues, and managing various aspects of customer accounts and loan processes.
- Addressed customer inquiries, resolving complex or sensitive issues, and offering tailored support for assigned clients.
- Built internal and external relationships, advising on bank products and services, and identifying opportunities to cross-sell.
Licensed Relationship Banker
Chase Bank
06.2009 - 03.2016
- Built and maintained long-term relationships with customers to understand their financial needs.
- Assist customers with account-related activities, such as opening accounts and processing transactions.
- Recommend suitable banking and investment products to customers.
- Supported branch operations including audits, teller performance, and customer resolution.
Education
High School Diploma -
Hollywood High School
Hollywood06-2007
Skills
- Treasury & Cash Flow Analysis
- Business Development & Networking
- Risk Management & Compliance
- Client Support & Product Knowledge
- Bilingual (Spanish)
Languages
Spanish
Native or Bilingual
Timeline
Business Relationship Manager II
Chase Bank JP Morgan
08.2022 - Current
Business Relationship Manager I
Chase Bank JP Morgan
02.2020 - 08.2022
Tresury Analyst
MGM Studios
07.2018 - 01.2020
Relationship Associate
OneWest Bank
03.2016 - 06.2018
Licensed Relationship Banker
Chase Bank
06.2009 - 03.2016
High School Diploma -
Hollywood High School