James Roethlein
Small Business Specialist at U.S. Bank | Greater Chicago Area
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James Roethlein is a dedicated finance professional currently serving as a Small Business Specialist at U.S. Bank, where he focuses on empowering small business owners in the Northwest suburbs. With a strong passion for financial education, James is committed to demystifying financial services for his clients, ensuring they have the knowledge and tools necessary to thrive in today's competitive landscape. His role involves not only assisting new and existing business owners with tailored financial solutions but also fostering long-term relationships that promote customer retention and satisfaction.
At U.S. Bank, James spearheads key projects aimed at enhancing the financial literacy of small business clients. He conducts workshops and one-on-one consultations that cover a range of topics, including investments, consumer lending, and mutual funds, equipping entrepreneurs with the insights they need to make informed decisions. His expertise in retail banking and cross-selling enables him to identify and recommend the most suitable financial products, ensuring that clients receive comprehensive support tailored to their unique needs.
James's skill set extends beyond traditional banking; his background in sales management and training allows him to effectively communicate complex financial concepts in an accessible manner. By leveraging his knowledge of merchandising and financial services, he helps small businesses optimize their operations and maximize their growth potential. As a trusted advisor in the community, James Roethlein continues to make a significant impact, guiding small business owners toward financial success and stability.
Small Business Specialist at U.S. Bank in March 2024 to Present
Branch Manager at U.S. Bank in September 2021 to March 2024
Manager at Chase in December 2015 to August 2021
Retail Manager - Buyer at CarMax in January 2011 to December 2015
Licensed Personal Banker at Chase in January 2009 to January 2011
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Organization Skills
Positive Coaching
Negotiation
Computer Literacy
Sales Target Management
Grit
Sales Performance
Decisiveness
Coaching
Salesforce.com
Dealer Relationships
Common Reporting Standard (CRS)
Client Relations
Automotive Finance
Credit Analysis
Account Relationship
Communication
Sales
Management
Retail
Customer Service
Sourcing
Mutual Funds
Investments
Banking
Fixed Annuities
Consumer Lending
Finance
Inventory Management
Loans
Credit
Relationship Management
Financial Services
Retail Banking
Cross Selling
Microsoft Excel
Leadership
Merchandising
Sales Management
Team Building
Customer Satisfaction
Training
Microsoft Office
Customer Retention
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Discover more about U.S. BankWhat is James Roethlein email address?
Email James Roethlein at [email protected]. This email is the most updated James Roethlein email found in 2026.
What is James Roethlein phone number?
James Roethlein phone number is +14127796666 and +12672263384.
How to contact James Roethlein?
To contact James Roethlein send an email to [email protected]. If you want to call James Roethlein try calling on +14127796666 and +12672263384.
What is James Roethlein net worth?
James Roethlein has an estimated net worth of $750,000 to $999,999
What company does James Roethlein work for?
James Roethlein works for U.S. Bank
What is James Roethlein's role at U.S. Bank?
James Roethlein is Small Business Specialist
What industry does James Roethlein work in?
James Roethlein works in the Financial Services industry.
James Roethlein Email Addresses
James Roethlein Phone Numbers
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