G. Kerem Gezgin
Commack
Summary
A talented professional pursuing a career in the financial industry. My desire is to take on a role which allows me to grow as a professional in the financial world and as a person. I am driven to acquire the knowledge, skills, and techniques to maximize contributions and support business and customer objectives.
Overview
11
11
years of professional experience
Work History
Premier Banker
Flushing Bank
07.2024 - Current
- Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
- Assisted high net-worth clients in managing their wealth portfolios for optimal returns.
- Conducted thorough risk assessments to identify suitable investment options for diverse clientele.
- Built lasting relationships with clients through proactive communication and regular followups.
- Exceeded annual sales targets consistently, demonstrating strong business development skills and dedication to customer satisfaction.
Branch Operating Coordinator
NYCB
05.2021 - 05.2024
- Identify all issues in team and provide continuous support to all members according to operating standards
- Coordinate with equipment and process teams ensuring compliance with all protocols and maintain quality
- Ensured compliance with all local policies to achieve all production objectives and provide appropriate feedback to all employees
- Prepared necessary paperwork and administered all invoices on spreadsheets and maintained records of all documents
- Execute all sales, service, and banking transactions accurately and compliantly
- Strives for no controllable losses
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
Financial Services Associate
NYCB
01.2019 - 05.2021
- Sell banking and/or investment products to new customers
- Propose banking/investment products most suitable to the clients'/customers' needs and ability to pay
- Service banking and/or investment needs of clients/customers
- Perfecting the service to the policy controllers and finances within the boundary of the help directions issued by the company
- Engaging the client by welcoming them warmly with a pleasant demeanor, using the client's name, whenever possible, and thanking them for doing business with NYCB
- Helping build relationships with customers by connecting them with team members who can help them address their financial needs
- Establish new banking relationships with customers ensuring they are offered all the products and services that are appropriate given their financial needs
Teller
Halk Bank
05.2014 - 11.2014
- Collected member loan payments
- Processed exchange and foreign currency
- Handled various accounting transactions
- Organized, stocked and maintained the teller window area
- Rapidly and efficiently prepared customer and ATM cash and change orders
Education
Bachelor of Science - Banking And Finance
Trakya University
Turkey06-2016
Associate of Science - Tourism And Hotel Management
Mersin University
TURKEY05-2010
Skills
- Microsoft office
- Workday
- Salesforce
- Fiserv DNA
- Asset Management
- Investment strategies
- Corporate Finance
- Research and Proposal Writing
- Financial analysis
- Team leadership
- Business development
- Communication skills
Languages
Arabic
Native or Bilingual
Turkish
Native or Bilingual
Timeline
Premier Banker
Flushing Bank
07.2024 - Current
Branch Operating Coordinator
NYCB
05.2021 - 05.2024
Financial Services Associate
NYCB
01.2019 - 05.2021
Teller
Halk Bank
05.2014 - 11.2014
Bachelor of Science - Banking And Finance
Trakya University
Associate of Science - Tourism And Hotel Management
Mersin University
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