Harpaul Samaroo
Streetsboro
Summary
Motivated professional with over 10 years in client relationship management. Demonstrated success in exceeding sales goals by delivering tailored financial solutions and enhancing client satisfaction through effective communication and strategic engagement.
Overview
13
13
years of professional experience
Work History
Client Relationship Associate
KeyBank - Key Private Bank
11.2022 - Current
- Collaborated with team of Relationship Managers to provide targeted sales support to existing and prospective clients.
- Scheduled client meetings focused on banking and investment reviews, as well as financial, trust, and estate planning.
- Facilitated client transactions including wire transfers, account upgrades, and account openings and closures.
Personal Banker
KeyBank
08.2019 - 11.2022
- Delivered Financial Wellness Reviews for new and existing clients, enhancing their financial understanding and decision-making.
- While in my role, I am expected to meet and exceed monthly, quarterly, and yearly sales goals, which is key to our Branch growth.
- This task is performed by completing daily calls, working transitions from our Tellers, building a relationship with each client, and making recommendations based on our client’s financial needs.
- Maintained up-to-date knowledge of products, procedures, and regulations to effectively support client needs.
- I also work closely with Branch partners on current, active, and pending pipeline referrals.
Local Number Porting (LNP) Specialist
Inteliquent
06.2013 - 12.2018
- Executed nationwide transfer of telephone numbers to Inteliquent from competing carriers, ensuring accurate directory assistance for yellow and white pages.
- Coordinated client interactions from initial port order creation to completion, providing detailed updates on approved and rejected port requests.
- Built telephone numbers in activation database, ensuring successful porting to our company upon approval from the losing carrier.
Education
High School Diploma -
Early College High School
Cleveland, OH06-2006
Some College (No Degree) - Business Administration
Cleveland State University
Cleveland, OHSkills
- Leadership
- Project Management
- Time Management
- Critical Thinking
- Risk Management
- Empathy
- Dependability
- Organization
- Account management
- Client onboarding
- Attention to detail
- Product knowledge
Timeline
Client Relationship Associate
KeyBank - Key Private Bank
11.2022 - Current
Personal Banker
KeyBank
08.2019 - 11.2022
Local Number Porting (LNP) Specialist
Inteliquent
06.2013 - 12.2018
High School Diploma -
Early College High School
Some College (No Degree) - Business Administration
Cleveland State University