Travis Lamb

About Travis Lamb

With over 16 years at Chase, my expertise in business banking has been honed through leadership roles that emphasized relationship management, client engagement, and team development. At the core of our team\'s success is a steadfast commitment to understanding and meeting the financial goals of our business clients, which has been instrumental in fostering growth and loyalty.My tenure as National Lending Manager saw us leading in customer satisfaction and compliance metrics, a testament to our focus on creating customized solutions and maintaining rigorous standards. Currently, as a VP - Relationship Area Manager, I continue to empower a high-performing team, guiding them through complex challenges with innovative strategies and a consultative approach that prioritizes the client experience.

Experience

1. VP - Relationship Area Manager

   Chase

   Nov 2022 — Present · Columbus, OH, US

   Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management Manage the area’s revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely mannerBuild collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boardsActively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment

Education

• Dublin Chamber of Commerce (Dublin, CA)

  Leadership Developement Program

• Bowling Green State University

  Batchelors of Arts and Science, Marketing and Communications

  1999 — 2004

• Bowling Green State University

  Bachelor's Degree, Marketing

Skills

• Coaching
• Finance
• Sales Process
• Project Management
• Salesforce.com
• Sales Presentations
• Negotiation
• Sales
• Customer Experience
• Selling
• Business Development
• Investments
• Sales Management
• Cold Calling
• Business Analysis
• B2b
• Relationship Management
• Direct Marketing
• Building Relationships
• Process Improvement
• Leadership
• Sales Operations
• Customer Retention
• Customer Service
• Marketing
• Team Leadership
• Team Building
• Management
• Market Research
• Banking
• Financial Analysis
• Fixed Annuities
• Asset
• Account Management
• Financial Services
• Crm
• Underwriting
• New Business Development
• Advertising
• Insurance