Frederic Matignon

Frederic Matignon

Private Banker, First Republic Bank
 

En poste chez First Republic Bank, JPMorgan Chase

Précédents : Citibank, SGS, SITA

 

Précédents : ISIGE – MINES ParisTech (Institut Supérieur Ingénierie Et Gestion De L'Environnement), University Of California, Davis, Université Bordeaux 1 Sciences Et Technologies

 

    En résumé

    Business banking specialist effective in business development and relationship management. Successful in proposing and implementing strategies that improve revenue, reduce cost, increase efficiency and expand market share. Valuable manager with the skills necessary to direct, train, and motivate staff. • 10 years of experience in B2B, B2C, CRM and cross-selling • Strong knowledge of retail and commercial banking • Skilled Financial Analyst • Business, Commercial Lending and SBA Specialist • Portfolio management expertise • Cash management and merchant services • Solid analytical and team management skills • Leader in cross-selling referrals to partners Recognized amongst peers for exceptional banking expertise combined with an approachable nature. Excellent communicator with great analytical and organizational skills. Proven track record of generating new business through strategic negotiation while cultivating new relationships with key decision makers. Expert in Microsoft Office, online banking, e-commerce, Concierge, FSD and Customer Assist. Working knowledge of Point of Sales System, QuickBooks and Salesforce.

Parcours

 

Private Banker

Chez First Republic Bank

De novembre 2013 à aujourd'hui
 

Assistant Vice President - Relationship Manager - Business Banking

Chez JPMorgan Chase

De août 2010 à aujourd'hui
• Acquired and deepened relationships with local and international businesses based in the San Francisco Bay Area. • Managed a portfolio of $13M in deposits and over $2.2M in active business loans. • Built collaborative internal and external relationships and provided client advice and ...
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Business Banker

Chez Citibank

De avril 2009 à août 2010
• Executed integrated sales, service and relationship strategies to support growth and retention of business customers in the Oakland, East Bay and San Francisco market. • Partnered with Commercial Lending, Insurance, Merchant Services, Payroll and Financial advisors. - Northern California top ...
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Personal Banker

Chez Citibank

De janvier 2007 à avril 2009
• Life & Health Licensed Personal Banker • Partnered with Mortgage Officers, Financial Advisors, Business Bankers and Tellers. - Recognized for outstanding performance in 2009 & 2010 for Lending Referrals and Deposits (Citigold)
 

Ingenieur Commercial

Chez SGS

De juin 2004 à septembre 2006
• Promoted and sold food and environmental testing for the European market. SGS is the global leader in the inspection verification testing and certification. Offered testing through the global supply chain and managed trade inspection at export and import, organic certification for the food ...
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Ingenieur Commercial

Chez SITA

De mars 2003 à mai 2004
• Industrial Waste Management. Portfolio of 100+ clients including petrochemicals (Automotive Industries, Oil Industries, Agricultural).

Compétences

 
  • B2B
  • B2C
  • Banque
  • Développement durable
  • Environnement
  • Finance
  • Forex
  • Prêt immobilier

Langues parlées

 

Centres d'intérêt

 
  • Natation
  • Tourisme