Casimir George
Commack,NY
Summary
Experienced leader with extensive knowledge and expertise in financial management and analysis, accounting, and strategic planning. Practiced in bank / clientele relationships and skilled in operations, KYC, EDD and AML. Proficient in know your customer processes, including anti-money laundering regulations. Proficient in coaching techniques, industry networking, and remaining conversant in market and competitor activity and trends.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Manager Associate /Senior Relationship Banker
M&T Bank
Melville / Hauppauge, NY
12.2019 - Current
- Engaged in activities geared toward overall profitability via directing sales and business development to ensure branch achieves its annual goals.
- Daily Team coaching, performance management, and setting goals.
- Team-building while simultaneously developing branch staff.
- Identifying Retail and Business Banking customer needs through the M&T sales processes, helping clients with short and long term solution.
- Prospecting and growing Business Banking relationships through outreach.
- Active community involvement and building COI in networking group.
- Actively models and coaches customer service and needs determination behaviors.
- Reinforce and maintain accountability for execution of retail strategy.
- Take ownership of complex account servicing and error resolution issues, including those escalated by other bankers.
- Provide coaching and guidance to improve and reduce future problem resolution/escalations.
Manager on Duty /Private Client Banker
JPMorgan Chase
New York , NY
04.2018 - 12.2019
- Point of contact for selected group of Chase’s affluent clients.
- Actively managing client’s banking relationship through an advice-based approach and ensuring each client receives the best products, services for the client’s needs.
- Partnering with Specialist (Private Client Advisors, Mortgage Bankers and Business Relationship-Managers), to connect customers to experts who can help the clients with specialized financial needs.
Branch Manager
Cross Country Savings Bank
Middle Village , NY
09.2015 - 04.2018
- Building COI by volunteering and business networking.
- Assessed employee performance and developed improvement plans.
- Engaged employees in business processes with positive motivational techniques
- Ensure Due diligent is executed fully for Know Your Customer and Anti-Money Laundering activities. Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriotic Act, Privacy Act and Community Reinvestment Act.
Manager On Duty /Relationship Banker
JPMorgan Chase
Queens, NY
12.2013 - 09.2015
- Maximized depth and profitability of customer’s relationship buy partnering with sales specialist in retail lending and investment industry.
- Contributing to branch P&L by means of campaigns, balance growth, and providing credit lines and loan.
Branch Supervisor
Commerce Bank / TD Bank
Middle Village, NY
01.2006 - 12.2013
- Coached bank staff on effective sales techniques and clients’ relationship management strategies.
- Compile monthly audits, consisting of wire transfers, safe deposit box report, and branch recap.
- Coached , managed and developed twenty plus staff.
Education
BBA - Accounting
Queens College of The City University of New York
Flushing, NY12.2004
Skills
- Business Development
- Developing customer relationships
- Educating clients
- Staff Training
- Regulatory Requirements
- Teller Auditing
Certification
Series 6 & Series 63 Life Insurance License
Timeline
Manager Associate /Senior Relationship Banker
M&T Bank
12.2019 - Current
Manager on Duty /Private Client Banker
JPMorgan Chase
04.2018 - 12.2019
Branch Manager
Cross Country Savings Bank
09.2015 - 04.2018
Manager On Duty /Relationship Banker
JPMorgan Chase
12.2013 - 09.2015
Branch Supervisor
Commerce Bank / TD Bank
01.2006 - 12.2013
BBA - Accounting
Queens College of The City University of New York
Similar Profiles
John Aidan PerryJohn Aidan Perry
Customer Asset Management Strategy Intern at M&T BankCustomer Asset Management Strategy Intern at M&T Bank
Kimberly RivasKimberly Rivas
Universal Banker at M&T BankUniversal Banker at M&T Bank
KAYCIE JOHNSONKAYCIE JOHNSON
Senior Branch Manager/ Vice President at M&T BankSenior Branch Manager/ Vice President at M&T Bank
Robert FrierRobert Frier
Compliance Officer at M&T BankCompliance Officer at M&T Bank
Blaine MalefattoBlaine Malefatto
MEDIA RELATIONS ASSOCIATE at Syntax Communication GroupMEDIA RELATIONS ASSOCIATE at Syntax Communication Group