Chris Pesyan
Denver
Summary
Results-driven financial professional with previous experience working alongside a successful wealth management team. Proficient in developing new and nurturing existing client relationships, identifying investment and lending opportunities, and driving growth in assets under management. Dedicated to strengthening financial positions by recommending solutions that align with client goals.
Overview
10
10
years of professional experience
Work History
Project Manager
Grayson General Contracting
Parker
2022.05 - Current
- Sales and project manager for a residential exterior construction company
- Closed 111 jobs generating over $5.5M in revenue with year-over-year growth
- Draft estimates based on scope notes from client meetings, property inspections and blueprints
- Review contracts, estimates, material/work orders and coordinate project timelines with clients, subcontractors and suppliers
- Conduct periodic inspections on job sites for quality and progress
- Communicate updates to clients regarding project status and changes
- Ensure compliance with the International Residential Code and confirm safety protocols are being followed in accordance with the law
- Follow specific product installation guidelines to guarantee manufacturer warranties
- Utilized Job Nimbus and Salesforce for client management and project progression
- Received numerous client referrals by providing excellent customer service
Mortgage Loan Originator
U.S. Bank, N.A.
Denver
2021.07 - 2022.04
- Analyzed financial information provided by customers in order to determine eligibility for loans
- Guided borrowers through loan options and explained terms clearly and effectively
- Assisted clients in completing mortgage applications and gathering necessary documentation
- Collaborated with underwriters to ensure timely loan approvals and processing
- Maintained a thorough knowledge of current lending regulations, policies, and procedures
- Coached banking partners to identify mortgage leads and submit referrals.
- Provided excellent customer service at all times by responding promptly to inquiries
Premier Client Relationship Consultant
U.S. Bank NA
Highlands Ranch
2020.10 - 2021.07
- Secured Investment Licenses (Series 6, Series 63)
- Increased wealth management AUM by referring qualified clients to the financial advisor
- Joined wealth management team during client financial planning
- Obtained $1M wire transfer limit to support high-value clients
- Opened personal, business, trust, and estate accounts
- Broad understanding of all banking products and services
Client Relationship Consultant 4
U.S. Bank, N.A.
Highlands Ranch
2019.07 - 2020.10
- Consistently managed over $1M credit pipeline
- Engaged clients with targeted questions to assess financial needs and recommend tailored solutions
- Proficient at recognizing opportunities to refer business to all partners within the bank
Assistant Branch Manager
U.S. Bank, N.A.
Highlands Ranch
2018.02 - 2019.07
- Pinnacled the branch in 2018
- Top-performing Assistant Branch Manager (Quarterly)
- Coached employees toward their growth and development goals
- Completed all branch operations and audits
- Managed overall branch production, credit card sales, customer service scores, and revenue
Personal Banker 1 & 2
U.S. Bank, N.A.
Denver
2016.02 - 2018.02
- 2016 Quarterly Star of Excellence Award
- Top Performing Banker (Monthly/Quarterly/Annually)
- Led key driver score initiatives achieving 100% over a rolling 12-month period
- Banker Development Program Ambassador - The Process
Education
Bachelor of Arts - Accounting
Bellarmine University
Louisville, KY2014-12
Skills
- Wealth management
- Financial planning
- Knowledge of financial products
- Relationship management and business development
- Analytical and problem-solving skills
- Independent decision-making ability
- Effective writing, speaking, and presentation skills
Timeline
Project Manager
Grayson General Contracting
2022.05 - Current
Mortgage Loan Originator
U.S. Bank, N.A.
2021.07 - 2022.04
Premier Client Relationship Consultant
U.S. Bank NA
2020.10 - 2021.07
Client Relationship Consultant 4
U.S. Bank, N.A.
2019.07 - 2020.10
Assistant Branch Manager
U.S. Bank, N.A.
2018.02 - 2019.07
Personal Banker 1 & 2
U.S. Bank, N.A.
2016.02 - 2018.02
Bachelor of Arts - Accounting
Bellarmine University