Felix Marcano
New York,NY
Summary
Motivated and goal oriented financial professional with 7+ years of experience in sales and banking, including a supervisory role. Capable of successfully executing various responsibilities while providing exceptional accuracy and support. Seeking to transition to a role in which to foster interest, leverage skill set and increase responsibility.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Banking Representative
Amalgamated Bank
New York, NY
08.2024 - Current
- Responsible for opening Annuities and Life Insurance Products as part of Amalgamated Investments.
- Manages 50+ new and existing clients for investment services, financial advice, and wealth planning.
- Conducted financial analysis and provided investment recommendations
- Within a month, opened over 700k in new money investments, increasing branch revenue and profitability
- Manages 75+ banking clients with personal and business needs, such as lending, treasury management, and everyday banking needs.
- Responsible for sitting with bankers to help drive referrals to Amalgamated Investments.
- Build strong rapport with new and existing customer to help better service financial needs and increase bank loyalty
- Network within the community to identify and capitalize on opportunities
TD Wealth - Financial Services Representative
TD Bank
New York, NY
01.2022 - 04.2024
- Assist with mass affluent customers as part of TD Wealth Management.
- On target for securing funded investments totaling 2.6$ Million in for fiscal Q1 2024
- Currently leading TD Manhattan Region for Funded Investments
- Manage business clientele with with revenue exceeding $5 million a year, helping with everyday banking needs and retirement/investment needs.
- Ranked first in TD NY Market for Commercial Referrals in Small Business Lending for fiscal Q4 2023
- Ranked Top 5 in Entire TD Market for FSRs Sales ranking for Q4 fiscal year 2023
- Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Research banking guidelines and statutory requirements to stay updated on new laws and applications.
- Monitor market conditions to determine how trends may influence client investments.
- Engage in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Hold daily sales meetings with team to discuss branch and individual goals for fiscal quarter.
- Mentor staff in sales approach through scenario based role play and 1:1 coaching sessions.
ADPRM- Advisor Development Program/Relationship Manager
Bank of America
Long Island, NY
01.2020 - 07.2021
- Studied for the Securities Industry Essentials(SIE) exam.
- Passed Securities Industry Essentials(SIE) exam.
- Transitioned into Relationship Manager.
- Studied about everyday banking products such as CDs, checking's/savings accounts, credits cards, ect.
- Studied banking compliance and regulations.
- Studied for Series 7 exam.
Personal Banker
Investors Bank
Brooklyn, NY
06.2018 - 01.2020
- Accurately set up appointments for clients.
- Explain promotional products to clients to fit their banking needs.
- Assist clients with opening and closing accounts.
- Opened personal accounts,business accounts, and CDs.
- Averaged 2 referrals a week.
- Digital Ambassador - responsible for explaining and onboarding customers to digital products.
- Scheduled digital consultations with clients to help clients understand digital products Led branch to convert 94% of clients to digital products.
Sales and Customer Service Manager
Consumer Priority Service
01.2017 - 06.2018
- Achieved sales leads by reaching consumers via phone or email.
- Responsible for managing contemporary sales.
- Attended out of state sales conferences.
- Responsible for maintaining relationships with sales clients.
- Created weekly sales spreadsheet.
- Proficient in claim approvals and denials.
- Successfully resolved consumers escalations when unsatisfied.
- Managed a team of customer service representatives.
- Managed a team of sales representatives.
- Responsible for daily claim analysis of my teams and clients claims.
Education
Advanced Regents Diploma - Enterprise and Technology
High School For Business Enterprise And Technology
Brooklyn, NY2014
Business Management
Borough Of Manhattan Community College
2016
Skills
- Leadership
- Business Development
- Team building
- Communaction
- Wealth Planning
- Commerical Banking Expertise
- Treasury Management Expertise
- Investment Product Expertise
- Lending Product Expertise (Personal and Business)
- Exceptional Customer Service Management
- Time Management
- Risk Management
Languages
Fluent in Spanish
Certification
Securities Industry Essentials (SIE) exam. Valid until 2024
NY Life Insurance License. Valid until 2025
Timeline
Licensed Banking Representative
Amalgamated Bank
08.2024 - Current
TD Wealth - Financial Services Representative
TD Bank
01.2022 - 04.2024
ADPRM- Advisor Development Program/Relationship Manager
Bank of America
01.2020 - 07.2021
Personal Banker
Investors Bank
06.2018 - 01.2020
Sales and Customer Service Manager
Consumer Priority Service
01.2017 - 06.2018
Advanced Regents Diploma - Enterprise and Technology
High School For Business Enterprise And Technology
Business Management
Borough Of Manhattan Community College
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