Dave Slater

Vice President, Senior Business Relationship Manager @JPMorganChase

Albany, NY, US
EMAILS
d••••••••@chase.com
MOBILE NUMBERS
+15•••••••43

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WORK HISTORY

Dec 2023 — Present

Vice President, Senior Business Relationship Manager @JPMorganChase

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Albany, NY, US

Manage and deepen relationships with around 100 business clients generating over $5 million in annual revenue. Provide business deposit, cash management, and credit solutions up to $15 million. Support branch-based business bankers on credit deals. Deliver customized banking solutions, leveraging knowledge of finance, risk management, and diverse industries. Conduct in-person/virtual client calls, understand owners\' personal financial goals, and collaborate with various banking units. Ensure seamless onboarding of clients with treasury products and adherence to risk management and regulatory requirements.

EDUCATION

2000 — 2002

Siena University

Bachelor of Science, Marketing & Management; Computer Science minor

1998 — 2000

The Sage Colleges-Sage College of Albany

Associates Degree, Marketing & Management

SKILLS

LinuxSmall Business LendingRetail BankingMerchant ServicesCustomer ServiceBankingEquipment LoansCross SellingEmployee TrainingComputer NetworkingCash Flow AnalysisSales ManagementLines of CreditFinanceC%26i LendingMobile TechnologyLoan OriginationCreditTrainingC%26iMac OsCash ManagementCredit AnalysisMicrosoft OfficeSalesMortgage LendingConsumer LendingSales Management CoachingSocial MediaRelationship ManagementSmall BusinessSalesforce.comBranch ManagementLeadershipAndroidComputer ScienceForeign ExchangeSales CoachingSbaBusiness Strategy

ABOUT DAVE SLATER

At Chase, we\'re committed to giving business owners the support they need to help them achieve their ambitious goals. We have a passion for helping our local businesses and communities thrive. With over two decades in banking, I lead an advisory team which provides tailored financial solutions for business owners.Let\'s work together to understand your business needs, plan for growth, and navigate challenges. Contact me for a business review and build success together.

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