Minal Rathi
About Minal Rathi
Minal Rathi serves as the VP of Retail Banking and Branch Manager at Chase, where she has worked since 2013. Based in the Dallas/Fort Worth Area, she oversees a team of 10 employees and manages a branch with client assets totaling $207 million.
Work at Chase
Minal Rathi has been serving as the Vice President of Retail Banking and Branch Manager at Chase since 2013. In this role, she oversees a team of 10 employees in the Dallas/Fort Worth Area. Rathi is responsible for managing a Chase Private Client branch, which handles client assets totaling $207 million. She focuses on enhancing sales and productivity by collaborating with financial advisors, mortgage loan officers, and relationship business managers. Rathi ensures compliance with regulations and meets audit criteria for the branch, implementing strategies to streamline operations and increase profitability.
Previous Experience
Prior to her current position, Minal Rathi worked at Chase as a Relationship Banker from 2010 to 2013. In this role, she developed her skills in customer service and financial management. Before joining Chase, she was employed at Macy's as a Retail Sales Associate for nine months in 2009. This experience in retail provided her with a foundational understanding of customer engagement and sales techniques.
Education and Expertise
Minal Rathi studied at the University of Mumbai, where she earned a Bachelor of Commerce (BCom) degree from 1994 to 1999. Her academic background includes coursework in Accounting, Finance, and Economics. Rathi holds several professional certifications, including the Securities Industry Essentials (SIE), Series 6, and Series 63, which enhance her expertise in financial services and compliance.
Achievements
Rathi has been recognized for her commitment to customer satisfaction, having achieved a regional award for 100% customer satisfaction due to her effective management of customer experience. She has successfully implemented strategies that have improved branch operations and profitability, contributing to the overall success of her team and the branch.
Focus Areas
Minal Rathi's focus areas include the growth and acquisition of both business and personal checking accounts, as well as deposit and investment growth. She actively works to enhance the financial health of her clients and the branch, ensuring that services meet the needs of a diverse clientele.