Sherri Combs account profile

Established a Private Bank presence in a previously untapped market by actively embedding myself in the local community through strategic networking and engagement at community events. Within six months, I expanded my portfolio by 25%, funding over $culminating in a $30 million total portfolio. Additionally, I chaired a highly successful community event. Certified in Mid-Cap Business Loan underwriting

Consistently ranked 3rd out of 650 bankers in the region and recognized as a National Achiever. Specializing in serving HNW business owners, achieving a 70% asset penetration rate, successfully transferring assets under management (AUM) from outside firms to J.P. Morgan. Managed a portfolio of 550 clients with a combined balance exceeding $300 million, averaging one business loan or line of credit closing per week. Maintained a 100% customer service rating. Certified business loan specialist.

Revitalized an underperforming site on probation by successfully implementing change management, leading a complete systems The overhaul resulted in a 300% sales increase, 95% customer satisfaction, and a 5-year contract renewal. Achieved less than 1% employee turnover by optimizing operations and fostering a strong workplace culture. Successfully replicated and implemented this system across multiple sites, driving consistent performance improvements.