Charles Allport

Frankenmuth Credit Union - Rockford, Michigan

Member Service Representative, Consumer Lending

​Nov 2015 - present

 

-Tripled branch loan volume within 6 months of arrival

-Deliver member account services at new-build branch

-Developing local branch business strategy to more effectively capture market share in untested community

-Regularly consulted by peers for expertise on product selection, company policy, and operational procedure

 

JPMorgan Chase Bank, N.A. – Flagstaff, Arizona

Relationship Banker - Small Business Specialist - Duty Manager

​Oct 2013 - Jul 2015

 

-Consistently meet and exceed sales performance metrics

-Manage a book of business comprising 250+ high balance and high potential clients

-Utilize investment licenses in partnership with financial adviser to discover client needs

-Utilize product expertise to help clients assemble reasonable and predictable financial goals

-Help new and existing small businesses identify opportunities to enhance and streamline the ways that they operate, as well as identifying and meeting financing and development needs

 

Wells Fargo Bank, N.A. - Flagstaff, Arizona

Personal Banker

Nov 2011 - Jul 2013​

 

-Top performing banker in Flagstaff district in evaluated metrics out of over 30 bankers

-Ranked in top 25 for overall performance out of over 320 bankers in Northeast Arizona

-Top 5 in new loan recruitment out of over 320 bankers in Northeast Arizona

-Maintained a 92% positive result in 11 WAYS TO WOW customer satisfaction surveys