Senior Relationship Banker
Webster Bank
- Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Continuously monitored economic news sources affecting industries served by our clientele allowing us tailor our recommendations accordingly.
- Leveraged CRM tools effectively to track client interactions and manage ongoing relationships efficiently throughout each engagement cycle.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
- Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.