Teresa Wills is seeking a role to utilize her skills and grow within a company. She has over 25 years of experience in banking, most recently at JPMorgan Chase, where she held various roles including private banker, financial advisor, and personal banker. She has a strong record of success, ranking in the top 10% of her peers and exceeding sales goals and performance expectations yearly. On average, she closed $1.5 million in business monthly through developing new clients and deepening relationships with existing clients. She is results-driven and tenacious in building new business partnerships.

1. Teresa R Wills
6240 W Waveland
Chicago, IL 60634
773-673-7982
Twills1967@yahoo.com
Career Overview:
I am seeking for a role to utilize my skills and to grow within the company. I’m result driven with a
record of achievement and demonstrated success in revenue growth. I am tenacious in building
new business and securing existing clients loyalty. I work closely with Business Partners in a team
effort with a focus on the development of new business.
Summary of Banking Experience:
JPMorgan Chase, Chicago, IL - October 1988-Febuary 2014
Positions: Private Banker, Financial Advisor, Personal Banker, Customer Service Associate and
Teller
 Effectively work with Business Partners in the development of new business for branch
profitability as well as client satisfaction.
 Outbound calling and work the lobby with goal oriented intention of setting 10 weekly
appointments for discussion of other benefits to be provided for the clients current or
future financial needs
 Joint Appointments with Financial Adviser to provide client Financial Analysis with
proposal to deepen relationship
 Coached Bankers, Service Associates and Tellers profiling methods for making referrals
 Fully support and adhere Compliance/Policy and Procedures
 Service performed exceptionally for full customer satisfaction
Currently licensed with: Series 7; Series 63; Series 6 and Life and Health

2. Accomplishments:
 Ranked in top 10% in my company among my peers consecutively the last ten years
 National Achiever due to my New Business Production consecutively the last ten years
 Exceeded Expectations in Performance Evaluation Yearly consecutively the last ten years
 Exceeded monthly sales goals by an average of 400% achieved with Business Partners
teamwork, persistency, excellent follow skills, setting appointments, working the lobby,
referrals and simply asking for the business
 100% Scoring on Service Shop last 7 shops
Business Closed Monthly:
$1.5m on Average Monthly with Assets & Liabilities with Business Partners consecutively last 5
years
Consistently achieved New Accounts target of 10 monthly checking, 5 Business along with all
convenient products attached by outbound callings, walk-ins, teller referrals, business partners
and asking clients for referrals