Open to opportunities

Joseph Stephenson

@josephstephenson

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Customer-focused relationship banker with a passion for financial solutions.

United States

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What I'm looking for

I seek a role that values customer relationships and offers growth opportunities.

As a dedicated Relationship Banker at JPMorgan Chase, I prioritize delivering exceptional customer experiences by fostering meaningful connections and understanding financial needs. My consultative approach allows me to tailor product recommendations that truly benefit my clients, ensuring they feel valued and informed throughout their financial journey.

Previously, I honed my skills at PNC Bank, where I focused on improving sales culture and mentoring new hires. My commitment to diversity and inclusion has been a cornerstone of my professional ethos, and I take pride in my ability to adapt to various customer needs. Additionally, as the owner of FORGI Enterprises LLC, I leverage my entrepreneurial spirit to promote a clothing line that celebrates positive mental health and diversity.

Experience

Work history, roles, and key accomplishments

Current

Relationship Banker

Current

JPMorgan Chase

Jun 2023 - Present (2 years 2 months)

Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations.

Customer Service Relationship Management Sales Consultative Selling Financial Planning Team Collaboration Communication

Current

Owner

Current

FORGI Enterprises LLC

Researched, developed, styled, and marketed a clothing line with an impactful brand logo, focusing on positive mental health and human interactions. Responsible for ordering, marketing, production, and sales of products, identifying sales opportunities through open-ended questions.

entrepreneurship Sales Brand Development Marketing Product Management Research Supply Chain Management Business Development

Branch Banker, MLO

PNC Bank

Aug 2022 - Present (3 years)

Provided continuous peer-to-peer coaching to assist the teller team with walk-over service needs and setting appointments. Focused on improving the sales culture within the branch team by developing consultative sales conversations and coaching others to improve sales verbiage.

Sales Coaching Consultative Sales Communication Skills Mentoring Customer Service Compliance Diversity & Inclusion Outbound Calling Financial Wellness

Mortgage Loan Officer

Rocket Mortgage

Jul 2021 - Present (4 years 1 month)

Utilized a consultative approach with clients to uncover current and future needs to achieve their financial goals. Developed relationships to establish ongoing financial services and interviewed clients to gather information for high-value recommendations.

Mortgage Lending Consultation Relationship Building Loan Origination Underwriting Credit Analysis Customer Education Communication Sales

Sales Associate

Foot Locker

Nov 2019 - Present (5 years 9 months)

Applied a consultative approach with customers to uncover their choices in style and product selection. Researched and presented alternative solutions, assisting customers with sizing, accessories, and merchandise care.

Retail Sales Customer Service Product Knowledge Consultative Selling Teamwork Inventory Management Merchandising Problem Solving Communication

Education

Degrees, certifications, and relevant coursework

Michigan State University

Bachelor of Arts, Leadership, Organization Interdisciplinary Studies in Social Science, Community Governance & Advocacy

2018 - 2022

Activities and societies: Member of MSU FLISE (Future Leaders in Sports & Entertainment), On The Rise Entertainment – Social Media Chairman, Member of the BME (Black Media Entertainment), Member of the “Michigan Club” @ Tennessee State University, Active member of The Church of Messiah for helping develop business owners, Member of Forgetting Harvest.

Studied Leadership, Organization, Interdisciplinary Studies in Social Science, Community Governance & Advocacy. Gained knowledge in various social science disciplines and their application to leadership and community development.