Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Websites
Community Engagement
References
Timeline
Generic

Desmon Overshown

Dorchester,MA

Summary

Experienced banking professional with over 10 years of experience specializing in operational risk, fraud prevention, and management. Proven expertise in risk mitigation, compliance, team leadership, and customer relationship management. Eager to apply analytical and problem-solving skills to enhance organizational security posture and drive branch growth.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Client Relationship Analyst

First Republic part of JPMC
Boston, MA
05.2023 - Current
  • Delivered highly effective, integrated support to all lines of business, enabling the acquisition of new clients and expansion of existing client relationships
  • Managed the onboarding and related support activities for new and expanding client relationships, tailoring each client's solutions to optimize the client experience while mitigating risk
  • Resolved technical issues efficiently, ensuring effective coordination among departments
  • Acted as an integral member of the broader First Republic relationship management team, consistently delivering extraordinary client service
  • Collaborated with BSA and AML teams to enforce compliance policies, reducing operational risks and enhancing security measures against potential cyber threats

Corporate Services Specialist II Team Lead

First Republic Bank
Boston, MA
11.2019 - 05.2023
  • Supervised and trained employees, ensuring high standards of performance and adherence to compliance policies
  • Worked closely with Relationship Managers and Treasury Management Sales Team to enhance client security by overseeing the setup of Corporate Online Profiles and Security Tokens
  • Conducted risk assessments through detailed audit reviews to identify and mitigate potential security vulnerabilities
  • Facilitated training sessions for clients via Zoom to ensure proper use of products and services
  • Processed Wires and ACH transactions in the corporate online portal, enhancing client service delivery

Senior Universal Banker

Cambridge Savings Bank
Cambridge, MA
09.2017 - 11.2019
  • Achieved sales and business development goals, driving branch growth and customer acquisition
  • Cross-sold products and services based on customers' needs, improving overall customer satisfaction and retention
  • Consistently provided high-quality customer service and participated in Community Reinvestment Act (CRA) activities
  • Managed sales, service transactions, and teller transactions effectively, ensuring operational soundness
  • Addressed and resolved problems, issues, and sales opportunities promptly

Education

Accounting And Finance

Northeastern University College of Professional Studies

Skills

  • Team Collaboration and Leadership
  • Security Risk Mitigation
  • Phishing Identification
  • Corrective Action Planning
  • B2B Sales
  • Conflict Management
  • Growth Mindset
  • Financial Analysis and Modeling
  • Compliance Analysis
  • Analytical Thinking
  • Data Processing and Management
  • Client Relationship Management
  • Excel proficiency (VLOOKUP, pivot tables
  • Macros)
  • Effective Communication with Technical and
  • Non-Technical Audiences
  • Business Development
  • Sales and Service Skills

Accomplishments

  • Employee of the month January, February and March 2024
  • Led team to overall 97% KPI score for Q1 2024

Certification

  • MA Notary exp 7/2025
  • NMLS

Languages

English
Native/ Bilingual
Spanish
Professional

Community Engagement

Prince Hall Free Mason; Junior Stuart

  • Assists fraternity in event planning and outside networking events
  • Strong involvement in the community and volunteer events.

Dorchester YMCA Volunteer

  • Worked closely with the teen center director to aid in afterschool homework help and mentorship to young men and women of color.
  • provided personal banking advice and tangible job skills to the teens at their request.

References

References available upon request.

Timeline

Senior Client Relationship Analyst

First Republic part of JPMC
05.2023 - Current

Corporate Services Specialist II Team Lead

First Republic Bank
11.2019 - 05.2023

Senior Universal Banker

Cambridge Savings Bank
09.2017 - 11.2019

Accounting And Finance

Northeastern University College of Professional Studies

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Desmon Overshown