Summary
Overview
Work History
Education
Skills
Timeline
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Fatoumata Kaba

Clarksburg,MD

Summary

Dynamic and results-oriented professional with extensive experience in financial services and client relationship management, notably at Bank of America. Excelled in wealth management portfolios and demonstrated excellent communication, achieving significant portfolio growth. Fluent in French, adept at new business development and fostering client satisfaction through strategic advice and tailored financial solutions.

Overview

16
16
years of professional experience

Work History

Relationship Manager

Bank of America
01.2012 - 06.2020
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Contributed to team objectives in fast-paced environment.

Financial Advisor

Merrill Lynch
08.2009 - 12.2011
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Facilitated new client onboarding process and investment account setup.
  • Delivered strategic investment advice for individual and corporate clients.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Presented financial plans and investment recommendations to clients.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Recommended specific investments to help clients meet financial goals.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

Branch Manager

Enterprise Rent-A-Car
08.2004 - 07.2009
  • Maintained friendly and professional customer interactions.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Designed and maintained financial models to identify and measure risks.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Supported financial director with special projects and additional job duties.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Education

Bachelor of Science - Business Administration

University of Maryland, College Park
College Park, MD
05-2004

Skills

  • Excellent Communication
  • Policy Management
  • Portfolio Growth
  • Qualifying Customers
  • New Business Development
  • Wealth management portfolios
  • Account Management
  • Fluent In French

Timeline

Relationship Manager

Bank of America
01.2012 - 06.2020

Financial Advisor

Merrill Lynch
08.2009 - 12.2011

Branch Manager

Enterprise Rent-A-Car
08.2004 - 07.2009

Bachelor of Science - Business Administration

University of Maryland, College Park

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Fatoumata Kaba