Shantanā Robertson

Vice President - Treasury Management Officer - Healthcare, Higher Education & Non-profit Industries @JPMorganChase

Fairfield, CA, US
EMAILS
s••••••••@chase.com
MOBILE NUMBERS
+14•••••••68

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WORK HISTORY

Jul 2025 — Present

Vice President - Treasury Management Officer - Healthcare, Higher Education & Non-profit Industries @JPMorganChase

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Walnut Creek, CA, US

SKILLS

PowerpointMicrosoft ExcelBankingCredit CardsRelationship ManagementManagementTeam BuildingMicrosoft WordTreasuryCash FlowFinancial ServicesEmployee TrainingTraining DeliveryDepositsPaymentsCustomer ServiceCreditRelationship BuildingConsumer LendingMicrosoft OfficeSalesPortfolio ManagementCustomer ExperienceLoansLeadershipCash ManagementFinanceTrainingRetail BankingFinancial AnalysisCommercial BankingProject ManagementCoachingAnalysis

ABOUT SHANTANĀ ROBERTSON

Our team is dedicated to reimagining the client service experience, ensuring that each interaction is seamless and impactful. Specializing in business relationship management, I focus on strategic planning and proactive outreach, which has become synonymous with our client success stories.With expertise in analytical skills and customer success, my role involves partnering closely with internal teams to deliver exceptional experiences. These collaborative efforts have been pivotal in developing and maintaining long-term, meaningful relationships with our commercial clients.

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Shantanā Robertson — Email, Phone Number & Contact Info | Unifers