ETHAN BARAILY
Houston,TX
Summary
Detail-oriented Senior Banker with over 7 years of experience in managing affluent client portfolios and driving business development. Expertise in enhancing client engagement through lending, deposit, annuity, and life insurance solutions while ensuring compliance and operational risk management. Skilled in leading acquisition campaigns and collaborating with wealth and lending teams to mentor junior bankers.
Overview
1
1
Certification
2
2
years of post-secondary education
7
7
years of professional experience
Work History
Senior Consumer Relationship Banker
Regions Bank
Conroe, TX
02.2024 - Current
- Managed portfolio of preferred banking clients, delivering tailored financial solutions across loans, deposits, annuities, and insurance to drive portfolio growth.
- Led outbound calling campaigns to acquire new households and collaborated with specialized internal teams to address complex client needs effectively.
- Mentored junior bankers on risk management practices and client service excellence to enhance team competency.
Relationship Banker
Regions Bank
Spring, TX
03.2022 - 02.2024
- Cultivated customer relationships through tailored recommendations of deposit, credit, and lending solutions to meet financial goals.
- Opened and maintained consumer accounts, ensuring accurate documentation and compliance with banking policies.
- Identified referral opportunities for mortgage, investment, and business banking specialists.
- Identified and facilitated referral opportunities for mortgage, investment, and business banking specialists, enhancing service offerings.
Personal Banker
Wells Fargo
Houston, TX
06.2019 - 03.2022
- Guided customers on deposit/credit options and digital banking products to meet financial needs.
- Opened and maintained consumer accounts, ensuring accurate documentation and compliance with policies.
- Managed deposits, withdrawals, and payment processing to ensure accurate cash handling.
- Investigated account records and partnered with branch teams to resolve service issues and support ongoing operations.
Education
Associate of Arts - Business
Houston Community College
Houston, TX 01.2012 - 03.2014
Skills
- Financial advisory
- Insurance advisory
- Regulatory Compliance Management
- Digital Banking Solutions
- Client Referral Management
- Client outreach
- Financial Goal Planning
Certification
- SIE (Securities Essentials)
- Life Agent (TDI License)
- Notary Public (Texas)
LANGUAGES
Nepali: Native/Bilingual, Hindi: Professional
Timeline
Senior Consumer Relationship Banker
Regions Bank
02.2024 - Current
Relationship Banker
Regions Bank
03.2022 - 02.2024
Personal Banker
Wells Fargo
06.2019 - 03.2022
Associate of Arts - Business
Houston Community College
01.2012 - 03.2014