Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heber Fontaine

Finance
Miami

Summary

Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.

Overview

5
5
years of professional experience
5
5
years of post-secondary education
2
2
Languages

Work History

Senior Banker

First Horizon
04.2024 - Current
  • Educated and worked with clients on ROI terms to find accurate solutions.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Compiled and analyzed data to determine approaches to improve sales and performance.

Consumer Banking Relationship Specialist

Bank OZK
01.2024 - 04.2024
  • Conducted regular reviews of client portfolios to ensure alignment with risk tolerance levels and investment objectives.
  • Assisted colleagues with challenging client scenarios by sharing expertise and providing constructive feedback on proposed resolutions.
  • Generated new business opportunities by actively referring clients to relevant products and services.
  • Developed comprehensive financial plans tailored to individual client needs, resulting in increased assets under management.
  • Strengthened client relationships by addressing needs and providing personalized solutions.
  • Organized events for high-net-worth clients to foster community building and enhance brand loyalty.
  • Used consultative techniques to understand customer needs and make strategic referrals to business partners.

Relationship Banker

Truist Bank
08.2020 - 11.2023
  • Business Relationship Management.
  • Conduct Prospecting calls, meetings, and outreach to grow the overall book of business for the financial center.
  • Responsible for growing the business and personal relationships for the financial center.
  • Advice on banking products, service and financial planning option.
  • Identify financial needs of customers and present appropriate product and service option.
  • Educate customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Analyze applicants' financial status and credit and property evaluation to determine feasibility of granting loans.
  • Deliver high level of customer service to facilitate smooth process.

Education

Bachelor Of Business Administration - Finance

DeVry University
Downers Grove, IL
08.2020 - 05.2023

MBA - Finance

DeVry University
Downers Grove, IL
05.2023 - Current

Skills

    Business Relationship Management

Cash Management

Banking

Sales Expertise

Timeline

Senior Banker

First Horizon
04.2024 - Current

Consumer Banking Relationship Specialist

Bank OZK
01.2024 - 04.2024

MBA - Finance

DeVry University
05.2023 - Current

Relationship Banker

Truist Bank
08.2020 - 11.2023

Bachelor Of Business Administration - Finance

DeVry University
08.2020 - 05.2023

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Heber Fontaine Finance