Summary
Overview
Work History
Education
Skills
Timeline
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Aleksey Tereshenkov

Plymouth

Summary

Highly motivated professional with 10+ years of banking and finance experience. Proven track record of delivering exceptional customer service to clients and building strong long term relationships. Strong knowledge in banking services, products, compliance and risk management.

Overview

22
22
years of professional experience

Work History

Relationship Banker III

Cape Cod 5 Bank
08.2023 - Current
  • Provide exceptional customer care to the Bank's clients, assisting them with daily transactions, inquiries, and other various problems.
  • Performs banking transactions including personal and business accounts to investments, loans, trust management services and merchant services.
  • Helping with quarterly Audits for the branch.
  • Vault custodian. 100% Quarterly balancing score since being with the bank for two years.
  • Becoming notary public and assisting our customers with notary services.
  • Mentor staff in intern, RBI and RBII roles.

Personal Banker

Citizen's Bank
09.2017 - 08.2019
  • Providing exceptional customer service to clients.
  • Consistently received 100% on customer review and satisfaction on surveys every quarter.
  • Opening personal and business accounts and closing loans.
  • ATM Custodian with level 3 security.
  • Achieved sales goals of over 90% every quarter.


Financial Analyst

Aveta
01.2006 - 07.2019
  • Company Overview: A thriving company that provides endocrine and cardiovascular medications to all regions of Russia.
  • Managed and supervised a team of 5 employees for 2 years. Responsibilities included the financial oversight of monetary distribution in a thriving company that provides endocrine and cardiovascular medications to all regions of Russia. Made recommendations and reported to the CEO.
  • Returned to position in 09/2018 to oversee and manage the transition of the financial analysis division to working remotely during the pandemic.
  • A thriving company that provides endocrine and cardiovascular medications to all regions of Russia.

Assistant Manager

Alanger
01.2013 - 01.2016
  • Managed and supervised a team of 6 to 10 employees.
  • Responsibilities included financial and operational reporting.
  • Helped to achieve sales increase by 35% in 3 quarters during 2016.

Office Manager

Mass Appraisal
01.2009 - 01.2013
  • Handled a wide range of administrative and executive support-related tasks.

Personal Banker

Bank of America
01.2003 - 01.2006
  • Fast growth and promotion within the company from teller, to head teller, to teller manager, to personal banker.


Education

Associate of Business Administration -

University of Massachusetts At Boston
Boston, MA

Bachelor of Business Administration -

Bentley College
Waltham, MA
05.2013

High school or equivalent - undefined

Belmont High School
Belmont, MA
05.2003

Skills

  • Relationship building and management
  • Communication skills
  • Customer service skills
  • Computer literacy
  • Bilingual
  • Leadership skills
  • Risk-Management
  • Financial Modeling
  • Financial Consultations
  • Banking
  • Financial Management
  • Notary Public

Timeline

Relationship Banker III

Cape Cod 5 Bank
08.2023 - Current

Personal Banker

Citizen's Bank
09.2017 - 08.2019

Assistant Manager

Alanger
01.2013 - 01.2016

Office Manager

Mass Appraisal
01.2009 - 01.2013

Financial Analyst

Aveta
01.2006 - 07.2019

Personal Banker

Bank of America
01.2003 - 01.2006

High school or equivalent - undefined

Belmont High School

Associate of Business Administration -

University of Massachusetts At Boston

Bachelor of Business Administration -

Bentley College
Aleksey Tereshenkov