ANDREW LOUD
Weymouth,MA
Summary
Experienced financial professional with strong background in managing client portfolios and providing personalized financial solutions. Successfully built and maintained long-term relationships with high-net-worth individuals and businesses. Demonstrated expertise in managing complex financial transactions and delivering exceptional customer service. Known for strong collaboration with team members and adaptability to changing policies, procedures and markets.
Overview
9
9
years of professional experience
Work History
Senior Relationship Banker
Santander Bank
08.2021 - 03.2025
- Sales team leader at the US Headquarter/ flagship branch of Santander US
- Established and deepened customer relationships to generate sales opportunities
- Opened and performed maintenance on personal and business deposit accounts
- Conducted comprehensive financial assessments with clients to provide need based solutions and partner referrals
- Conducted final paperwork review of all complex branch account openings
- Managed a portfolio of 300+ Private Clients and Santander team members
- Ranked in the top 5 (pool of 40+) in total sales incentive for Boston Downtown District for three straight years
Financial Services Representative II
TD Bank, TD Wealth Management
08.2018 - 08.2021
- Actively promoted and sold fixed/indexed annuities and life insurance based on client suitability
- Opened and performed maintenance on personal and business deposit accounts
- Conducted in depth client assessments to uncover assets, financial/life goals, risk tolerance, etc., to determine proper suitability for investment solutions
- Trained branch colleagues on making referrals to myself and other business partners
- Exceeded 2.5 million in total investments sales during tenure
Licensed Banker
Citizens Bank, Citizens Wealth Management
09.2016 - 08.2018
- Opened and performed maintenance on personal and business deposit accounts
- Acquired FINRA Series 6 and 63, MA Life and Health Insurance Producer Licenses
- Provided general investment education to customers
- Partnered closely with our branch Financial Consultant to identify investment prospects, referred clients based on suitability requirements
- Ranked in the top 25 (pool of 600+ licensed bankers) in total investments in 2 separate quarters during tenure
Education
Bachelor of Arts - Sociology/Criminal Justice
UMASS BOSTON
Boston, MA06-2025
Skills
- Developing Client Relationships
- Excellent Customer Service
- Excellent Communication Skills
- Strong Technical Skills
- Comprehensive Banking Expertise
- Portfolio Management
Timeline
Senior Relationship Banker
Santander Bank
08.2021 - 03.2025
Financial Services Representative II
TD Bank, TD Wealth Management
08.2018 - 08.2021
Licensed Banker
Citizens Bank, Citizens Wealth Management
09.2016 - 08.2018
Bachelor of Arts - Sociology/Criminal Justice
UMASS BOSTON
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