Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Carissa Luna

Medford

Summary

Dynamic Wealth Relationship Manager at Citibank with a proven track record in client relationship building and tailored investment strategies. Proficient in estate planning and tax strategies, successfully enhancing client retention through superior service. Committed to fostering lasting relationships while delivering customized financial solutions for high-net-worth individuals and small businesses.

Overview

17
17
years of professional experience

Work History

Wealth Relationship Manager

Citibank
09.2017 - Current
  • Develop lasting relationships with high-net-worth clients, ensuring their financial needs were met
  • Collaborated with internal team to deliver tailored investment portfolios
  • Maximized client retention by consistently delivering superior customer service experiences
  • Facilitated informative client seminars on topics such as estate planning or tax strategies, further solidifying rapport with key accounts while promoting the firm''s expertise in these areas.


Business Banker

CITIBANK
09.2015 - 09.2017
  • Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
  • Maintained comprehensive knowledge of banking products and services, ensuring accurate and informed recommendations for clients.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.

TELLER

CITIBANK
09.2008 - 09.2015
  • Balanced cash drawer daily
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.

Education

Associate of Arts - ACCOUNTING

BARUCH
New York, NY
05-2014

Skills

  • Client relationship building
  • Cash flow analysis
  • Insurance planning
  • Education funding
  • Estate planning
  • Trust services
  • Business succession planning
  • Intergenerational wealth transfer
  • Tax planning

Accomplishments

Series 7, 6, 63,65 life and heath insurance licenses

Wharton Education Program

Energetic Positive and Willing to assume increased responsibility

Timeline

Wealth Relationship Manager

Citibank
09.2017 - Current

Business Banker

CITIBANK
09.2015 - 09.2017

TELLER

CITIBANK
09.2008 - 09.2015

Associate of Arts - ACCOUNTING

BARUCH

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Carissa Luna