Brian Duarte
Senior Relationship Banker - Business Specialist
Union,NJ
Summary
Goal-oriented and intelligent professional with over 10 years of consumer and Business banking experience in a financial institution. Looking to obtain a financial position to continue growing and developing my career with a reputable organization Where my skills can be utilized.
Overview
17
17
years of professional experience
2
2
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Senior Relationship Banker - Small Business Specialist
Santander Bank
, NJ
10.2017 - Current
- Establish and Maintain Relationship with High Net Worth Clients of the Bank
- Provide a Point of Contact for the Banks High Deposit Customers.
- Provide assistance with Problems and Solutions to clients
- Responsible for Sale and Implementation of Investments, Banking, Lending and Solutions with Clients and Commercial Businesses.
- Manage a Portfolio of Clients from business to Personal
- Provide Commercial Lending Solutions - Lines of credit, Equipment Financing, Commercial Real Estate, and Term loans.
- Exceptional banking and Relationship management Background for Commeecial and Business Clients.
- Top Performer From 2013 to 2022
Small Business Specialist
Santander Bank
, NJ
02.2016 - 10.2017
- Establish and Maintain Business Clients
- Provide Bank Solutions, Products, and Lending to Business Clients
- Point of Contact for Businesses to Provide assistance with problems customers may encounter
- Work with Upper Business Management to prospect and establish connection with High Net worth
- Companies.
Banking Representative II
Santander Bank
West Orange, NJ
12.2011 - 02.2016
- Establish and maintain Relationships with Individual Clients of the Bank and Small Businesses
- Accessed Clients Financial Situations to Develop Strategic Financial Solutions
- Provide assistance will problems and issues customer may face
- Open and Maintain Banking accounts of The Clients / Evaluate and Process Lending Products
Digital Imaging Specialist
Electronics Expo
Paramus, NJ
07.2011 - 10.2012
- Managed the Digital Imaging department and oversaw the store’s camera sales and salespeople
- Worked closely with the company’s buyer through monthly meetings to carefully select optimal inventory
- Created layout plans for Digital Imaging department to improve sales
- Kept detailed library of appropriate sales data and economic profit to encourage sales
- Worked to meet monthly sales goals set by management.
Sales Representative / Inventory Manager
PC Richard and Son
, NJ
09.2006 - 06.2011
- Worked to meet monthly sales goals set by management, often exceeding them
- Managed store’s inventory by scanning and cross-referencing items to prevent theft.
Education
Business Management
Union County College, school
01.2008 - 01.2010
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Linden High School
Skills
Top Performer 2013-2022
Meeting sales goals
Analyzing performance
Developing customer relationships
Commercial and Small business operations
Financial Management
Business Development
Risk management assessments
Credit
Loans
Certification
Finra Series 6
Timeline
Senior Relationship Banker - Small Business Specialist
Santander Bank
10.2017 - Current
Small Business Specialist
Santander Bank
02.2016 - 10.2017
Banking Representative II
Santander Bank
12.2011 - 02.2016
Digital Imaging Specialist
Electronics Expo
07.2011 - 10.2012
Business Management
Union County College, school
01.2008 - 01.2010
Sales Representative / Inventory Manager
PC Richard and Son
09.2006 - 06.2011
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Linden High School