Christopher Zalavary

• Cultivated and maintained strong relationships with small business clients, providing tailored financial solutions to support their operational efficiency and long-term growth.

• Advised clients on strategic use of lines of credit to improve cash flow, ensuring seamless business operations and financial stability.

• Delivered personalized banking solutions, including cash management services and lending options, to streamline clients’ business processes and enhance productivity.

• Partnered with clients to identify opportunities for business expansion, offering financial insights and resources to support sustainable growth.

• Proactively addressed client needs by providing exceptional service, fostering trust and loyalty through consistent follow-up and comprehensive financial guidance.

• Consistently grew the branch’s book of business year over year by successfully acquiring new deposits and fostering long-term client relationships, contributing to overall branch profitability and growth.

• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
• Worked directly with clients investing minimum of $100K and oversaw total portfolio worth $200M.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Developed tailored solutions to meet individual banking needs.
• Kept client financial plans optimized for current market trends and economic conditions.
• Completed outbound calls to grow investment book of business.
• Worked closely with management and partners to strategize sales techniques to increase branch production and customer satisfaction.

• Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
• Educated customers on use of banking website and mobile apps.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
• Identified sales opportunities and referred customers to branch partners in financial services.