JOHN SOROCENSKI
Glen Cove,NY
Summary
Experienced banking and wealth management professional. NYS Life, Accident & Health Insurance Licenses, Series 7, Series 63
Overview
21
21
years of professional experience
1
1
Certification
Work History
Private Client Relationships Manager
Webster Bank
04.2021 - Current
- Serve as the single point of contact for affluent clients using a defined planning process.
- Meet growth targets for assigned business book in deposits, wealth revenue, and consumer lending.
- Developed personalized banking strategies to address client needs effectively.
Financial Representative
NORTHWESTERN MUTUAL
10.2019 - 05.2020
- Build relationships with clients and help them achieve their financial goals
- Offered personalized solutions for each specific client according to their individual goals
- Managed financial risk for clients
- Helped clients achieve financial security in life, disability and long-term care insurances, annuities and investments
Citigold Relationship Manager
CITIBANK N.A.
04.2013 - 04.2018
- Coached and mentored staff on policies and procedures across three Long Island locations
- Researched and became acquainted with potential affluent clients
- Worked with partners to formulate a financial plan relating to all aspects of a client's asset portfolio
- Provided unique client experiences per the Citigold value proposition (i.e
- Concerts, golf events, and lunches)
- Deepened client relationships to gain incremental wallet share
- Anticipated the complex financial needs of each client by offering a wide range of products, services and tools
- Ensured completion of KYC (Know Your Customer) documents with each client
Relationship Manager, Private Banking
WELLS FARGO BANK
06.2008 - 04.2013
- Conducted thorough needs assessments in order to uncover the financial needs of affluent clients
- Generated investment and loan revenue
- Responsible for driving new deposits for branches
- Developed relationships with attorneys and CPAs in order to build rapport for referral business
- Conducted biweekly sales meeting with partners and branch staff
- Served as a liaison to various departments in order to manage and service a large book of business across the company
Personal Banker
JP MORGAN CHASE
01.2006 - 02.2008
- Trained and coached staff during the company's merger with the Bank of New York
- Responsible for training tellers on how to identify new sales opportunities and referrals
- Provided loan counseling to clients
- Reviewed overdrafts for the branch
- Created investment portfolios for clients
Personal Banker
ASTORIA FEDERAL SAVINGS BANK
03.2004 - 01.2006
- Generated new business through a thorough presentation of bank products and services
- Provided exceptional customer service to clients
- Received training as a teller, Assistant Manager and Branch Manager
Education
Bachelor of Science - Criminology and Sociology
STATE UNIVERSITY OF NEW YORK - OLD WESTBURY
Old Westbury, New York01.2003
Skills
Client Relationship Management
Retirement Planning
Team Leadership
Asset Growth
Certification
- NYS Life Insurance
- NYS Accident & Health Insurance
- Series 7
- Series 63
Accomplishments
- 2017 Compensation Plan Award, Citibank N.A.
Timeline
Private Client Relationships Manager
Webster Bank
04.2021 - Current
Financial Representative
NORTHWESTERN MUTUAL
10.2019 - 05.2020
Citigold Relationship Manager
CITIBANK N.A.
04.2013 - 04.2018
Relationship Manager, Private Banking
WELLS FARGO BANK
06.2008 - 04.2013
Personal Banker
JP MORGAN CHASE
01.2006 - 02.2008
Personal Banker
ASTORIA FEDERAL SAVINGS BANK
03.2004 - 01.2006
Bachelor of Science - Criminology and Sociology
STATE UNIVERSITY OF NEW YORK - OLD WESTBURY