Description
were based on cross sell, checking accounts, loans, investments, and balances * Promoted to Chase at Work Specialist * Cold Calling large businesses to entrust Chase to become a banking partner for the company and its employee * Opened 10 - 15 new relationships per month * $200k per month in debt * 5 new credit lines * $100k in new assets/balances * 5 referrals to Business or Investment Advisors * Responsible for training/mentoring new bankers * Worked with 2-3 new bankers per quarter * Coaching and training on daily tasks * Monitored sales and reported to District Manager
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