Summary
Overview
Work History
Education
Skills
Certification
Timeline
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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

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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
Brian DuarteSenior Relationship Banker - Business Specialist