Ser***ana

Finance, Commercial

Executive Director- Business Banking Area Manager at JPMorgan Chase & Co.

• Location: New Hyde Park, New York, United States
• Duration: Apr 2024 to Present

Group Director, SVP at Flagstar Bank, N.A.

• Location: Garden City, New York, United States
• Duration: Mar 2023 to Apr 2024
• Description: Co-Direct a group of like-minded bankers who operate as Trusted Advisors with a "client-first" culture. Flagstar Bank's unique "single-point-of-contact" model differentiates and contrasts that of most mega-banks. Flagstar Bank operates a flat organizational structure that allows for a direct line to executive management and enables swift decision making and action for our clients.

Group Director, SVP at Signature Bank

• Location: Garden City, New York, United States
• Duration: May 2022 to Mar 2023
• Description: Co-Direct a group of like-minded bankers who operate as Trusted Advisors with a "client-first" culture. Signature Bank's unique "single-point-of-contact" model differentiates and contrasts that of most mega-banks. Signature Bank operates a flat organizational structure that allows for a direct line to executive management and enables swift decision making and action for our clients.

Signature Bank is an S&P 500 Company and has been named one of Forbes "Best Banks in America" for the 12 the consecutive year (2011-2022). As per S&P Global Market Intelligence, we are one of the 20 largest banks in America with the most assets and deposits.

Vice President- Commercial Banker at JPMorgan Chase & Co.

• Location: Melville, New York, United States
• Duration: May 2021 to May 2022
• Description: Middle Market Banking & Specialized Industries (MMBSI):
• Responsible for growing and retaining profitable relationships and delivering the full suite of solutions including: Credit, Treasury Services, International Banking, Investment Banking, Syndicated Finance, Commercial Card, and Chase Paymentech Solutions.
• General focus on clients with annual revenues of $20+ million throughout Long Island.
• The focus of our firm is to provide credit, cash management, capital markets, and corporate finance advisory to our clients.
• Our local delivery model, coupled with the firm’s global resources, allows us to provide clients with customized, comprehensive solutions and exceptional service.
• Additional services include: asset based lending, commercial real estate finance, equipment finance, foreign exchange trading, ESOP, 401(k).

Vice President- Relationship Manager - Business Banking at JPMorgan Chase & Co.

• Location: New Hyde Park, New York, United States
• Duration: Mar 2011 to May 2021
• Description: • Managed, retained, and grew a portfolio of business clients in the Long Island Market. • Worked closely with branch staff and coached multiple teams of Small Business Specialists, Personal Bankers, and Tellers on sales referral techniques and uncovering business opportunities. • Served as a trusted advisor to clients in delivering customized products and solutions to fit their financial needs. • Developed and managed a marketing process by identifying strategies to effectively maintain and build relationships with clients and prospects. • Responsible for pro-actively delivering credit solutions such as lines of credit, equipment financing, owner-occupied real estate loans and SBA Lending. • Provided business banking solutions to help clients grow and manage cash flow through cash management services. • Prospected new businesses in Long Island by working with Centers of Influence and internal partners to expand client base. • Developed a proactive calling plan with an assigned territory to acquire small business for the retail bank. Sold various business products such as business checking, merchant services, credit products and payroll, as well referring clients to our personal banking partners.

Small Business Specialist / Relationship Banker at JPMorgan Chase & Co.

• Location: Locust Valley, New York, United States
• Duration: Sep 2008 to Mar 2011
• Description: • Proactively contacted high net-worth clients to provide deposit and investment solutions through consultative selling techniques. • Worked closely with business partners to cross-sell other banking products, which included consumer accounts, home loans, investments and retirement products. • Responsible for opening and managing consumer and business accounts for a large and diverse client base. • Actively leading and helping team members with tasks and performance. • Presenting cross selling and referral techniques to tellers to increase sales and productivity. • Provided excellent customer service, ranking in the top 10% of my peer group in client satisfaction.