Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CRAIG D’URSO

River Vale,NJ

Summary

Leveraging a decade of professional experience, I have a proven track record of delivering excellence, leading with integrity and a genuine passion for helping others. With a wide-range of experience within financial services, I'm ready to accelerate my career with a new opportunity that allows me to put my passion, creativity and hard work into action.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Asst. Vice President, Client Service Officer

Citi Private Bank
New York, NY
12.2021 - Current
  • Collaborate with senior bankers to deliver a seamless client experience by executing complex banking transactions including FX transactions, investment trades, and commercial loan originations.
  • Support Private Banking Team by providing exceptional service to our Ultra High Net Worth bank clientele.
  • Adhere to all compliance protocol as well as governing bodies affiliated with international funds transfers and loan closings.
  • Observed company regulations regarding information security to preserve integrity of client data and financial information.

President

Smiles from Sue Inc.
Rockville Centre, NY
10.2018 - Current
  • Manage Board of Directors of a 501(c)3 non-profit organization responsible for making key non-profit decisions and developing fundraising opportunities.
  • Created an annual scholarship fund for a graduating high school student, who embodies hard work, and a dedication to giving back to their community.

Asst. Vice President, Wealth Relationship Manager

Citibank N.A
Fresh Meadows, NY
05.2019 - 12.2021
  • Develop long-term relationships with Citi's high net worth clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Responsible for managing 1000+ Households and over 450MM in assets by creating referral opportunities to Wealth Team partners to deepen client relationship and increase book of business size.
  • Create personalized financial plans for affluent clients to guide them towards there financial goals.
  • Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
  • Ensure that KYC/AML and other compliance protocols are strictly adhered to and satisfied.

Personal Banker

Citibank N.A
Long Island City, NY
05.2015 - 04.2019
  • Citi Leaders in Excellence Award Recipient 2018.
  • Maintain strong clientele base by developing customized financial solutions and strategic product recommendations.
  • Adhere to all branch compliance and regulatory protocols to comply with internal audit guidelines.
  • Increased growth of branch deposit values by actively assisting with marketing, sales development and referral coordination.

Director of Operations

ROK Health and Fitness
East Rockaway, NY
01.2012 - 05.2015
  • Managed and delegated business operations, marketing, financial and HR responsibilities for private health club with 40+ employees.
  • Increased club membership by more than 1,000 members through effective sales training, member referral programs, and maintaining best in-class facilities.
  • Developed internal and external marketing strategies to strengthen the club’s profit centers, which involved managing social media platforms, mass emails, website content, and print advertisements.

Education

MBA - Finance

Adelphi University, Willumstad Graduate School of Business
Garden City, NY

Bachelor of Science - Economics And Business Management

Quinnipiac University, Lender School of Business
Hamden, CT

Skills

  • Proficient in Salesforce
  • Financial Services Sales
  • Knowledge of HTML, CSS and Javascript
  • Expertise in Intuit Quickbooks
  • Microsoft Office

Certification

  • Series 6, Series 7, Series 63 and Series 65
  • State of New York Certified Notary Public

Timeline

Asst. Vice President, Client Service Officer

Citi Private Bank
12.2021 - Current

Asst. Vice President, Wealth Relationship Manager

Citibank N.A
05.2019 - 12.2021

President

Smiles from Sue Inc.
10.2018 - Current

Personal Banker

Citibank N.A
05.2015 - 04.2019

Director of Operations

ROK Health and Fitness
01.2012 - 05.2015

MBA - Finance

Adelphi University, Willumstad Graduate School of Business

Bachelor of Science - Economics And Business Management

Quinnipiac University, Lender School of Business
  • Series 6, Series 7, Series 63 and Series 65
  • State of New York Certified Notary Public
CRAIG D’URSO