Kristopher J. Reumann
Buffalo,NY
Summary
Highly motivated and self driven financial professional with over 15 years of experience. Consistently recognized for performance and contributions to success in the banking/financial services industry. Strengths in management, sales and data analytics backed by training in retail banking, lending, business banking and investment services.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Bank Of America / Merrill Lynch
Buffalo, NY
08.2018 - Current
- Guides clients in the prioritization of their financial goals and assistance of managing assets and liabilities.
- Attained 123%, 114%, and 184% to Balance Growth, Quality Solution and Referral targets respectively across FSA career.
- Manages a $10M book of business across 91 households, and has opened a net 125 managed accounts.
- Trained new-to-role associates as the Quality Solutions Champion and pier mentor. Develops teammates as a MMRU facilitator and conducts weekly skill-builder to address business updates.
- Completed the Market Leader Development Program in 2023.
Financial Center Manager II
Bank Of America
Buffalo, NY
07.2014 - 08.2018
- Built and led high-performance Financial Center teams focused on achieving compliance and sales goals.
- Recruited, interviewed, hired and trained 13 employees and implemented mentorship programs to promote positive feedback, engagement and advancement within Bank of America.
- Head of market initiatives such as the pilot/launch of the OK Tool leading to highest participation Upper NE region.
- Completed Market Leader Development Program and oversaw all market operations of 12 Financial Centers as the ML alternate.
- Exceeded blended compliance and sales goals across 14 of 16 quarters.
- Awarded the One Team Award 4 consecutive years for leading in Delivering 1 Company across the Upper NE region.
Branch Manager
Citizens Bank
West Seneca, NY
09.2009 - 07.2014
- Exceeded all goals by proactively managing individual/team tasks and implementing a strong client-centric environment.
- Average client satisfaction score of 95.7% which exceeded targets for 19 consecutive quarters.
- Generated dramatic improvements across entire sales cycle, including prospecting, conversion and management of existing relationships.
- Increased revenue to 182% and 167% of defined goal in first two respective quarters as Branch Manager. Averaged 153% to goal over 5 years.
Education
Business Management
University of Buffalo
Amherst, NYCertification
- Series 7, 66, 9 License - NMLS Licensed
Clubs/Organizations/Volunteerism
Clubs/Organizations
- Selected to the Emerging Leader Program for 5 consecutive years. Member of the Black Professionals Group, Disability Action, Inter-Generational, LGBTQ+ and LEAD for Women Employee Networks (on the professional development board.)
Volunteerism
- Volunteered 300 hours across the last 3 years for Oishei Children's Hospital, St. Jude Children’s Hospital, United Way, Junior Achievement, Feed More of WNY, Special Olympics and Better Money Habits Champion and the Buffalo Bat Habitat. Raised $4800 for the United Way and $2750 for the Cystic Fibrosis Foundation of WNY.
Timeline
Financial Solutions Advisor
Bank Of America / Merrill Lynch
08.2018 - Current
Financial Center Manager II
Bank Of America
07.2014 - 08.2018
Branch Manager
Citizens Bank
09.2009 - 07.2014
Business Management
University of Buffalo