Alexandra Berthiaume
Mechanicville,NY
Summary
Dynamic sales professional with 29 years of progressive experience in diverse roles, showcasing a proven track record in cultivating affluent client relationships and implementing a holistic sales approach. Expertise in leveraging strong interpersonal skills to drive revenue growth and enhance customer satisfaction. Committed to utilizing extensive knowledge and experience to contribute effectively to future opportunities and achieve organizational goals. Eager to bring a strategic mindset and results-driven attitude to the next challenge.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Sr. Key Private Client Banker
Key Bank
Clifton Park, New York
06.2016 - Current
- Develops new client relationships and expands existing ones by delivering solutions that meet the financial wellness needs.
- Maintains an in-depth knowledge of mass affluent products and services and of competitive products to ensure meaningful and engaged conversations.
- Fosters and sustains strong partnerships in multiple lines of businesses that help to provide comprehensive solutions for the client, particularly from the business, lending, and financial services areas.
- Exceeds team-oriented branch goals with a strong focus on investments.
- Mentor to multiple branch employees to help with their development and aspirations.
- Identifies and resolves complex client service concerns.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Created financial models to analyze and evaluate investment strategies.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Implemented exit strategies for clients to transition out of investments.
- Managed client portfolios, ensuring tailored financial solutions aligned with individual needs.
Personal Financial Associate
First Niagara Bank
Clifton Park, New York
05.2012 - 10.2016
- Retained and grew client portfolio of high-net-worth clients to reach both retail and investment goals.
- Identified and converted service issues to sales opportunities.
- Engaged in relationship building conversations to uncover and anticipate client needs over the phone and in person to help drive sales objectives.
Vice President, Premier Relationship Manager
HSBC Bank
Troy, NY
04.2006 - 05.2012
- Worked exclusively with high-net-worth individuals up to five million dollars.
- Provided distinct benefits to help support clients in their journey to achieve lifelong objectives.
- Worked with clients to help address their milestone needs, including career transition, education, buying a new home, and retirement and Financial Global lending opportunities.
Education
Certificate - Business, Business Administration
Bryant & Stratton College
Albany, NYAssociate of Science - Business Administration
Universidad Laica Eloy Alfaro De Manabi
Manta, ManabiHealth & Life Insurance License - Professional Development: Active Series 6 And 63
Self-Study
Albany NY06.
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Assessing client partnership opportunities
- Adaptable to change
Certification
- Active Series 6 and 63 investment Licenses
- Active Life & State Insurance License
Languages
Spanish
Native or Bilingual
English
Full Professional
PROFESSIONAL ACHIEVEMENTS
HSBC Chairman award winner for 5 consecutive years
First Niagara Eastern New York Region Top Performer Award Recipient
Key Bank, recognized regionally for my contributions about cross channel partnership
Timeline
Sr. Key Private Client Banker
Key Bank
06.2016 - Current
Personal Financial Associate
First Niagara Bank
05.2012 - 10.2016
Vice President, Premier Relationship Manager
HSBC Bank
04.2006 - 05.2012
Certificate - Business, Business Administration
Bryant & Stratton College
Associate of Science - Business Administration
Universidad Laica Eloy Alfaro De Manabi
Health & Life Insurance License - Professional Development: Active Series 6 And 63
Self-Study