CHRIS SATALINO
Durham,NC
Summary
Experienced professional with a background in healthcare, SaaS, insurance, and financial industries. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Premier Banker, Senior Assistant Vice President
Wells Fargo
12.2022 - Current
- Build relationships with customers, identify needs, and offer appropriate banking products and services
- Analyze business challenges related to banking experience for emerging affluent and high-value customers
- Open and service accounts, create follow-up plans, and connect customers with appropriate partners
- Collaborate with financial advisors to address investment or retirement needs.
Operations Team Lead
Policygenius
12.2020 - 11.2022
- Supervised a team of licensed insurance associates
- Aligned team and individual goals, provided coaching and supervision, ensured compliance with regulations and quality standards
- Reported team performance to company executives and led initiatives for improvement
- Managed new initiatives, process improvements, and workflow enhancements.
Account Development Team Lead
TSI Healthcare
01.2020 - 12.2020
- Provided consultations to private practice administrators and physicians, offering solutions to enhance efficiency
- Introduced innovative technology solutions to private practice groups
- Managed large-scale prospect outreach campaigns.
Sales Development Representative
Phreesia
10.2019 - 01.2020
- Prospected healthcare organizations and provided overviews of digital patient intake and revenue cycle management solutions.
Paramedic Field Training Officer
Guilford County EMS
05.2013 - 10.2019
- Trained new employees, completed progress reports, aided in performance improvement plans
- Troubleshooted clinical and operational issues, ensured protocol compliance and quality patient care
- Directed cross-functional teams in dynamic environments, focused on mental health emergencies.
Education
Bachelor of Science - Health Administration
Western Carolina University
Cullowhee, NC08.2019
Skills
- Financial Planning
- Debt management
- Professional ethics
- Cash Management
- Retirement planning
- Relationship Management
- Wealth Management
- Loan Origination
- Loan Closing
- Regulatory Compliance
- Consumer Banking
Certification
- Accredited Wealth Management Advisor, Kaplan Financial College - In Progress
- Series 6, Series 63, Series 65 Licenses
- North Carolina Insurance Producer License
Timeline
Senior Premier Banker, Senior Assistant Vice President
Wells Fargo
12.2022 - Current
Operations Team Lead
Policygenius
12.2020 - 11.2022
Account Development Team Lead
TSI Healthcare
01.2020 - 12.2020
Sales Development Representative
Phreesia
10.2019 - 01.2020
Paramedic Field Training Officer
Guilford County EMS
05.2013 - 10.2019
Bachelor of Science - Health Administration
Western Carolina University
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