Verified recordFinancial Services

Duane Johnson

VP Branch Manager at Chase

Based in Cleveland, United States

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Seniority

Vp

Department

General Business & Management

Location

Cleveland

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

d•••••••@chase.com

Phone

5 credits

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Background

About Duane Johnson

As a VP Branch Manager at Chase, I have over 9 years of experience in leading branch operations, managing diversified portfolios, and delivering exceptional customer experiences in the financial services industry. I hold a FHIP Financial Management Training certification from the U.S. Department of Housing and Urban Development and a School District Treasurers License from the State of Ohio. In my current role, I manage one office with eight employees and leverage employee engagement best practices to foster a productive work environment, achieving a 90% staff retention rate. I oversee a portfolio worth $10.5M for over 350 clients, conducting comprehensive account analysis and reviewing their financial statuses to streamline the end-to-end wealth management process. I also serve as a client engagement resource for senior management, increasing client acquisition by 10% and recouping $20M for a bank that was losing $22M in assets. I am passionate about developing new business opportunities, leveraging change management to improve existing processes and procedures, and increasing bank product sales. I collaborate with the Executive Director and an independent C.P.A. to ensure compliance with GAAP principles and company revenue recognition policies, mitigating risks and frauds. I also demonstrate expertise and analytical skills to provide product knowledge support to the sales team, offering insight into client business and industry verticals. I am proud of maintaining performance excellence as #1 in new client development,#1 in loan growth YTD, and being recognized with a Pinnacle Award. My mission is to enable my clients and my team to achieve their financial goals and aspirations.

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