Summary
Overview
Work History
Education
Skills
Certification
Timeline
Manager

Henry Sanabria Jr

North Miami Beach,FL

Summary

Financial and banking specialist with excellent analytical skills and results driven attitude. Looking to leverage experience in a finance role. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Manager

Med Supplier Corp
Sunrise, FL
01.2019 - 01.2022
  • Managed a staff of 10 employees
  • Scheduling weekly team meetings to review performance, share new policies and procedures, and keep staff informed about the changes in inventory management policies
  • Restructured existing contracts and sales agreements which resulted in adding 20% gross profit
  • Established new relationships with wholesalers and warehouses to add profitability

Premier Relationship Manager

H.S.B.C
New York, NY
01.2016 - 01.2018
  • Managed a portfolio of over 200 clients and $45,000,000 in deposits.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Generated new business and referral clients in partnership with financial advisors and branch team.

Mortgage Sales Specialist

H.S.B.C — Private
New York, NY
01.2015 - 01.2016
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Monitored pipelines to track and log status of loans.

KYC DCT Analyst

H.S.B.C
New York, NY
01.2014 - 01.2015
  • Supervised a team of 6 other analyst
  • Analyze accounts on various entity types such as corporations, partnerships, LLC, trusts, and high net worth individuals
  • BSA/OFAC - Communicate and interface with different levels of bank organization and management

Regional Banker Private Banker

H.S.B.C
New York, NY
01.2013 - 01.2014
  • On boarded over 150 affluent clients (minimum 100k in deposits) within less than a year
  • Inherited a book of business valuing 8.5 million in deposits and investments.
  • I was able to increase my branch's book of business to over 20 million dollars within a year
  • Support the portfolio growth and increase client acquisition by identifying cross-sell opportunities with products and services offered by Private Bank

Financial Advisor Associate

JP Morgan Chase
Queens, NY
01.2010 - 01.2013
  • Portfolio value of 16.5 million in investments alone at my time of departure
  • Increased branch's investment portfolio by 145%within in 9 months
  • Managed a team of 3 bankers and held joint client appointments
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Education

Accounting

College of Staten Island, School of Economics & Finance
Staten Island, NY
06.2002

High School Diploma -

H.S. of Economins & Finance
New York, NY
06.2000

Skills

  • Administration and Reporting
  • Project Management
  • Managing Employee Relations
  • Staff Management
  • Scheduling and Coordinating
  • Employee Coaching and Motivation
  • Budgeting and Resource Management
  • Finance and Accounting Operations
  • Fiscal Management

Certification

Attained Series 7 & 63

Life nd Health Insurance

Timeline

Manager

Med Supplier Corp
01.2019 - 01.2022

Premier Relationship Manager

H.S.B.C
01.2016 - 01.2018

Mortgage Sales Specialist

H.S.B.C — Private
01.2015 - 01.2016

KYC DCT Analyst

H.S.B.C
01.2014 - 01.2015

Regional Banker Private Banker

H.S.B.C
01.2013 - 01.2014

Financial Advisor Associate

JP Morgan Chase
01.2010 - 01.2013

Accounting

College of Staten Island, School of Economics & Finance

High School Diploma -

H.S. of Economins & Finance

Similar Profiles

CREATE PROFILE
Henry Sanabria Jr