JOSHUA Carire
Queens,NY
Summary
Dependable Business Banker with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Business Banking Relationship Manager
Citibank, NA
New York, NY
04.2023 - Current
- Developed and maintained relationships with small business owners to understand their financial needs.
- Managed clientele with annual revenues up-to 30MM
- Facilitated lending applications 100M-1MM
- Reviewed client's financial statements, tax returns, cash flow projections, and other information related to the loan application process.
- Researched existing banking products and services in order to identify opportunities for improvement or expansion.
- Participated in community events such as Chamber meetings or networking groups to promote bank services.
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
Personal Banker
Citibank, NA
Flushing, NY
06.2017 - 04.2023
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Analyzed financial documents provided by customers to determine their needs.
- Promoted additional bank services through personal contact with customers.
- Recognized opportunities for cross-selling additional banking products or services.
Education
Associate of Science - Business Administration
Nassau Community College
Garden City, NY08.2023
Skills
- Team Building Leadership
- Willing to Learn
- Relationship Building
Timeline
Business Banking Relationship Manager
Citibank, NA
04.2023 - Current
Personal Banker
Citibank, NA
06.2017 - 04.2023
Associate of Science - Business Administration
Nassau Community College