PROFESSIONAL SUMMARY
Overview
Work History
Education
Skills
Certification
Timeline

Benyamin Peysakhov

Valley Bank
New York, ,NY
1
Certification
7
years of professional experience

Dynamic client-focused professional with a background in banking and sales, specializing in building relationships, uncovering customer needs, and driving product adoption. Consistently exceeds sales goals through effective cross-selling and personalized financial solutions, while ensuring seamless transaction processing and customer satisfaction.

Work History

Relationship Banker

8 Months
Valley Bank | 10.2025 - Current
  • Developed strong relationships with clients, resulting in increased referrals and business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Identified customer needs and successfully cross‑sold banking products (checking, savings, credit cards, loans), consistently exceeding sales targets
  • Processed high‑volume daily transactions accurately, including deposits, withdrawals, transfers, and payments while ensuring compliance with bank policies
  • Executed rigorous Know Your Customer (KYC) and Anti-Money Laundering (AML) due diligence, verifying legal entity documentation and tax information to maintain data integrity.
  • Maintained accurate and up‑to‑date customer profiles in CRM, enabling personalized service and targeted product recommendations

Commercial Real Estate Broker

10 Months
J.A. Cohen Advisory Group | 06.2024 - 04.2025
  • Quantitative Analysis: Performed comprehensive valuation analysis using cap rates, Net Operating Income (NOI), and IRR to project returns for institutional and private investors.
  • Strategic Research: Conducted market trend analysis and prepared detailed financial presentations and investment memorandums for high-stakes decision-making.
  • Due Diligence: Managed the end-to-end due diligence process, coordinating with legal counsel, lenders, and title companies to ensure all financial contingencies were met.
  • Business Development: Maintained an active pipeline of investment opportunities through cold calling and networking, consistently tracking performance metrics in CRM (Salesforce).

Sales Associate

1 Year 5 Months
Godiva | 10.2019 - 03.2021
  • Engaged in continuous product knowledge training, improving customer service and upselling techniques.
  • Enhanced store revenue by consistently exceeding personal sales targets through effective customer engagement and product knowledge.
  • Built relationships with customers to encourage repeat business.

Education

Associate Degree - Business Administration

Diablo Valley College | Pleasant Hill, CA

Skills

Analysis & Accounting: Daily Reconciliation
NAV Concepts
Cash Flow Projections
Financial Statement Analysis
Excel.
Operations & Compliance: KYC/AML/BSA Regulatory Adherence
Wire & ACH Processing
Data Integrity
Risk Mitigation.
Professional: Client Relationship Management
Sales Negotiation
Precision & Attention to Detail.

Certification

  • Securities Industry Essentials (SIE) – Passed August 2025
  • Real Estate Salesperson License

Timeline

Relationship Banker

Valley Bank
10.2025 - CurrentRead More

Commercial Real Estate Broker

J.A. Cohen Advisory Group
06.2024 - 04.2025Read More

Sales Associate

Godiva
10.2019 - 03.2021Read More

Diablo Valley College

Associate Degree from Business Administration
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Benyamin Peysakhov