Christy Neville
Pasadena,CA
Summary
An accomplished banking professional with over 17 years’ experience in sales and marketing for high-net-worth clients. Proven track record of success in generating new business while achieving client retention and loyalty.
Overview
19
19
years of professional experience
Work History
Administrative Assistant
Wells Fargo Advisors
09.2023 - Current
- Assist in onboarding new Financial Advisors, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Deliver excellent customer service through prompt responses to Financial Advisors, addressing concerns effectively, and building strong relationships.
- Organize quarterly in person team meetings and team building activities,
- Work closely with both internal and external customers to meet required service needs
Private Mortgage Banker
Wells Fargo Bank, N.A.
10.2018 - 08.2023
- Primary point of contact for Wells Fargo Advisors and clients and proactively escalated banking issues to the appropriate channels
- Provide credit product expertise and guidance to the Private Bankers, Business Bankers and retail banking partners
- Developed new business through referrals and existing clients
Vice President, Wealth Management Lending Officer
Bank Of America
07.2016 - 10.2018
- Worked with Merrill Lynch Financial Advisors to uncover clients financial objectives by identifying mortgage opportunities and offering banking products.
- Conducted weekly book of business reviews with Financial Advisors to generate mortgage business and recommend various banking products to help grow their book of business.
- Evaluated clients financial positions and identified the most appropriate banking products.
Vice President, Merrill Lynch Banking Advisor
Merrill Lynch
04.2008 - 07.2016
- Provided customized banking solutions for Merrill Lynch Clients with a variety cash management, credit, and other lending products.
- Worked with Financial Advisors to determine the appropriate banking solutions for their clients to meet their overall financial objectives.
- Successfully developed relationships with Financial Advisors, Business Bankers, Trust Advisors, and Retail Banking Partners.
- Maintained current understanding and guidelines on banking and consumer lending products
Vice President, Premier Client Manager
Bank Of America
09.2005 - 04.2008
- Expanded my book of business by referring my clients to various business partners within the Bank of America network.
- Responsible for cross selling investment and business banking products to my existing book of clients.
- Worked closely with the retail banking centers to generate new clients that fit into the Premier Banking model.
- Successfully on-boarded and expanded new clients into the Premier Banking model through net new deposits, credit offerings,and referring clients to my Financial Advisor Partners.
Education
Bachelor of Arts - Sociology
California State University - Long Beach
Long Beach, CA05.2003
Skills
- Strong execution and strategic thinking skills
- Detailed oriented and demonstrates results in delivering a variety of banking products to high-net-worth clients
- Solid time management skills and ability to organize, prioritize and perform multiple tasks simultaneously
- Excellent organizational, written, and interpersonal communication skills
- Problem-solving and critical thinking skills
- Ability to communicate clearly and effectively, both verbal and in writing across a variety of audiences
Timeline
Administrative Assistant
Wells Fargo Advisors
09.2023 - Current
Private Mortgage Banker
Wells Fargo Bank, N.A.
10.2018 - 08.2023
Vice President, Wealth Management Lending Officer
Bank Of America
07.2016 - 10.2018
Vice President, Merrill Lynch Banking Advisor
Merrill Lynch
04.2008 - 07.2016
Vice President, Premier Client Manager
Bank Of America
09.2005 - 04.2008
Bachelor of Arts - Sociology
California State University - Long Beach
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