Gianfranco Rezza
Delray Beach
Summary
Banking professional with over four years of experience within Bank of America and more than five years in client-facing roles, specializing in relationship management, complex financial conversations, and cross-functional partnership. Proven ability to support affluent households through tailored banking and lending solutions while collaborating closely with wealth management teams to deliver a seamless client experience. Recognized for discretion, operational precision, and a proactive approach to deepening client relationships.
Overview
6
6
years of professional experience
Work History
Senior Banker
Bank of America
Boca Raton, FL
08.2025 - Current
- Manage and deepen relationships with affluent and emerging high-net-worth clients by delivering customized banking, lending, and investment solutions aligned with long-term financial goals.
- Partner closely with Financial Advisors, Mortgage Loan Officers, and Business Banking specialists to provide holistic wealth management strategies and seamless client experiences.
- Conduct comprehensive financial reviews to identify opportunities across deposit growth, credit solutions, and investment referrals, consistently exceeding relationship and revenue goals.
- Build trust with clients through proactive outreach, portfolio discussions, and strategic financial planning conversations.
Relationship Banker
BANK OF AMERICA
12.2021 - 07.2025
- Manage relationships with affluent clients by delivering tailored banking and credit solutions, while partnering with wealth management teams to support broader financial strategies.
- Conduct in-depth financial conversations to uncover complex needs, facilitating referrals to Merrill and Private Bank partners to enhance clients’ long-term wealth planning.
- Serve as a trusted advisor to high-value clients, providing proactive guidance on deposit growth, lending strategies, and investment introductions.
- Collaborate with Financial Advisors, Lending Specialists, and Business Banking partners to deliver a comprehensive and seamless client experience.
- Maintain strict confidentiality and risk management standards while handling sensitive financial information for high-net-worth households.
Sales Representative
BEST BUY
Boca Raton, FL
01.2020 - 12.2021
- Sales Consultant, is responsible for engaging customers, providing product knowledge and recommendations, and completing sales transactions. They assist customers in finding and purchasing technology products and services, ensuring a positive shopping experience.
- Product Knowledge: Demonstrating a strong understanding of Best Buy’s product offerings, including electronics, appliances, and related services.
- Sales Goals: Meeting sales targets and contributing to the overall success of the store.
- Customer Interaction: Welcoming customers, understanding their needs, and offering personalized product recommendations.
Education
Associate of Arts - Finance
Palm Beach Community College
Boca Raton, FL01.2023
Bachelor of Science - Finance
Florida Atlantic University
Boca Raton, FL07.2026
Skills
- High-Net-Worth Client Relationship Management
- Financial Needs Analysis
- Risk Management & Regulatory Compliance
- CRM & Relationship Tracking Systems
- Confidential Client Information Handling
- Investment Referral & Wealth Strategy Coordination
- Strategic Financial Conversations
Accomplishments
- Securities Industry Exam (SIE)
- Consumer Investment Development at Bofa
- Bofa Pinnacle award Of Excellence 2024
LANGUAGES
SPANISH: NATIVE
ENGLISH: FLUENT
PORTUGUESE: CONVERSATIONAL
Timeline
Senior Banker
Bank of America
08.2025 - Current
Relationship Banker
BANK OF AMERICA
12.2021 - 07.2025
Sales Representative
BEST BUY
01.2020 - 12.2021
Associate of Arts - Finance
Palm Beach Community College
Bachelor of Science - Finance
Florida Atlantic University