Jennifer Rachman Antero
Miami
Summary
Dynamic Senior Personal Banker Officer with a proven track record at Grove Bank & Trust, achieving a threefold increase in sales goals. Expert in wealth management referrals and client relationship building, delivering tailored financial solutions to high-net-worth clients while leveraging digital banking tools for enhanced engagement.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Senior Personal Banker Officer
Grove Bank & Trust
02.2024 - Current
- Achieved threefold increase in sales goals each fiscal year.
- Delivered tailored banking solutions and financial guidance as relationship officer for high-net-worth clients.
- Identified client needs and referred them to Wealth Management, Trust, loans, and Investment advisors.
- Maintained extensive knowledge of investment products, estate planning, and fiduciary services to improve client interactions.
- Facilitated client engagement with digital wealth tools, connecting them with suitable advisors for strategic planning.
- Collaborated with cross-functional teams to enhance branch asset growth and strengthen client relationships.
Personal Banker
Citi Bank
01.2023 - 01.2024
- Achieved 51% increase in sales within 4 months by prioritizing personalized financial reviews with affluent clients.
- Successfully referred clients to in-house mortgage, investment, and wealth teams, aligning with their financial objectives.
- Promoted Citi's mobile investment tools and ensured clients understood digital portfolio access and reporting.
Banker
Citizens Bank
02.2022 - 01.2023
- Managed a diverse portfolio including high-value deposit accounts and loan products.
- Partnered with financial consultants to introduce clients to investment opportunities and retirement planning services.
- Delivered strategic referrals that contributed to local wealth advisor growth targets.
Personal Banker
HSBC
08.2020 - 02.2022
- Focused on building relationships with emerging affluent clients and business owners.
- Initiated wealth conversations, including financial goals, risk tolerance, and future planning.
- Opened IRAs and referred clients to licensed investment professionals for portfolio review.
Education
BBA - Marketing
University Cidade De Sao Paulo
Sao Paulo, BR07-2016
Skills
- Wealth Management Referrals
- Client Relationship Building
- Financial Advising
- High-NetWorth Client Service
- Trust & IRA Accounts
- Investment Product Awareness
- Digital Banking Solutions
- Compliance & Documentation
- Sales Performance
- Cross-Selling Strategy
Languages
Spanish
Full Professional
Portuguese
Native/ Bilingual
Certification
ABA Wealth and Trust School
Timeline
Senior Personal Banker Officer
Grove Bank & Trust
02.2024 - Current
Personal Banker
Citi Bank
01.2023 - 01.2024
Banker
Citizens Bank
02.2022 - 01.2023
Personal Banker
HSBC
08.2020 - 02.2022
BBA - Marketing
University Cidade De Sao Paulo