Summary
Overview
Work History
Education
Timeline
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Brian Dettorre

Marina Del Rey,CA

Summary

Experienced treasury management specialist with 5+ years in banking. Currently a Team Lead who provides training to new hires and is an SME to existing employees. Successfully partnered with other departments to help streamline client processes, as well as working directly with bankers to offer their clients high-touch service.

Overview

14
14
years of professional experience

Work History

Corporate Services Team Lead

First Republic Bank
11.2018 - Current
  • Partner with bankers to offer their clients First Republic Bank’s full suite of treasury management products
  • Provide account management, collection, disbursement, and fraud management solutions to new and existing clients
  • Developed the training program for Corporate Online Specialists and conducted online and in-person training for all new hires
  • Provide coaching to agents as well as oversee phone inquiry and escalation responses to high-net-worth clients.

Account Executive

Gradifi, a First Republic Bank Company
04.2017 - 10.2018
  • Managed all aspects of prospect development from inbound leads and self-sourced opportunities
  • In-market sales specialist and resource to expand Gradifi’s client base within First Republic Bank
  • Identified prospects risks/needs and determined the services and product combination that would best serve & address their objectives.

Sr. Client Service Associate

First Republic Securities Company
08.2015 - 03.2017
  • Managed client operations for wealth management team with AUM of $1B
  • Created customized client performance presentations
  • Controlled all new account paperwork and account funding.

Private Client Banker

JPMorgan Chase
07.2012 - 08.2015
  • Worked with specialists across the firm to assist high-net-worth clients with financial needs
  • Directed account maintenance while cross selling bank services and products
  • Developed new business by acquiring new relationships and deepening existing relationships within the bank
  • Conducted complete financial analysis review for high-net-worth clients.

Client Service Associate

Wells Fargo Advisors
08.2010 - 07.2012
  • Opened accounts for clients and followed compliance guidelines
  • Assisted with production by calling lead lists for senior financial advisors
  • Verified financial products met clients’ needs.

Education

Bachelor of Arts - Economics

Colorado State University
Fort Collins, CO

Timeline

Corporate Services Team Lead

First Republic Bank
11.2018 - Current

Account Executive

Gradifi, a First Republic Bank Company
04.2017 - 10.2018

Sr. Client Service Associate

First Republic Securities Company
08.2015 - 03.2017

Private Client Banker

JPMorgan Chase
07.2012 - 08.2015

Client Service Associate

Wells Fargo Advisors
08.2010 - 07.2012

Bachelor of Arts - Economics

Colorado State University

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Brian Dettorre