Dynamic banking professional with over 10 years of experience supporting high-value client relationships, managing compliance, and driving sales and revenue growth. Adept at managing complex transactions, ensuring regulatory compliance, and delivering exceptional client service. Recognized for leadership, process improvement, and providing guidance to less experienced team members.
Overview
18
18
years of professional experience
Work History
Relationship Banker
M&T Bank (formerly People’s United Bank)
Park Ave
01.2012 - Current
Built and managed strong relationships with retail and business clients, ensuring satisfaction with tailored banking products and services.
Processed complex transactions, including account openings, cash disbursements, and money movement while adhering to AML, BSA, and KYC regulations.
Ensured compliance with internal policies and external regulations by reviewing daily reports and resolving identified issues promptly.
Conducted staff training and led meetings on new policies and sales strategies, resulting in improved product knowledge and enhanced service quality.
Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
Sales and Service Supervisor
M&T Bank (formerly People’s United Bank)
01.2012 - 01.2021
Led branch audits, ensuring compliance with governmental and bank procedural requirements, minimizing operational risk.
Exceeded client expectations resulting in the 'Customer Service Award' and positive client retention outcomes.
Collaborated with business partners to facilitate the seamless onboarding of new clients and ensured continuous engagement in service initiatives.
Supported Wealth Management services by managing complex transactions and resolving escalated service issues to improve overall client satisfaction.
Lead Office Assistant
Prafit Realty Group
Bronx
01.2012 - 01.2014
Assisted in planning open houses and networking events, supporting sales team in business development.
Communicated with customers, employees and vendors to answer questions and address complaints.
Offered diverse clerical support to office team members, managed correspondence, answered telephone calls and tracked documentation.
Maintenance Coordinator/Leasing Consultant
Douglas Elliman Property Management
Bronx
01.2007 - 01.2012
Streamlined office operations, enhanced customer service, improving client relations, and ensuring compliance with internal policies.
Assisted in the development of preventive maintenance schedules for all departments.
Coordinated with external vendors for repair services when necessary.
Skills
High Net Worth (HNW) Client Relationship Management
AML, BSA & KYC Compliance
Client Service & Retention
Sales & Business Development Support
Account Maintenance & Transactions
Operational Risk & Regulatory Compliance
Process Improvement & Efficiency
Internal Control Standards
Staff Leadership & Mentoring
Notablestrengths
Exceptional client relationship management skills, specializing in high-value accounts.
Proven ability to resolve complex issues while ensuring compliance with all relevant regulations.
Strong leadership and mentoring abilities, fostering an environment of continuous learning and process improvement.
Certification and Skills
Home Equity Lending (NMLS), Public Notary,
Microsoft Office Suite, SharePoint, Banker Insight, PACE, Mtell