Laura Wright
Brooklyn,NY
Summary
Top performing licensed client relationship manager with 11 years experience in the financial industry, 8 of which have been dedicated to helping high net worth individuals with more complex banking, investing, lending and business needs. Expertise in building and maintaining strong relationships, portfolio growth, management and retention, exceptional service and follow up as well as developing and implementing strategies that drive business success. Committed to attending networking events and maintaining a well-rounded book of business including individuals with a sphere of influence. Passionate about helping people and their families reach their financial goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Citizens Banker
Citizens Financial Group, Inc.
Brooklyn, NY
03.2023 - Current
- Acquire, manage and retain consumer and business banking relationships
- Proactive outreach calling and networking. Develop financial plans and collaborate with business partners to deepen relationship
- Sophistication and maturity in client interactions exceeding expectations and delivering exceptional experience with every encounter
- Q4 2023 154% of goal, perfect 10s in customer satisfaction, over 3mm new money
Real Estate Office Manager
Century 21 Homefront
Brooklyn, NY
05.2021 - 03.2023
- Managed a highly reputable and successful real estate office with over 100 million in annual sales and 24 employees
- Analyzed data to create marketing strategies, advertised and managed all sales and rental properties
- Liaison between sellers, buyers, brokers, attorneys, loan officers, appraisers, service providers and vendors to ensure a smooth transaction and deal closing
- Prepare and present listing agreements, sales contracts, leases, deal sheets, comparative market analysis, invoices, income and expense and profit and loss reports
Private Client Relationship Manager
Santander Bank US
Brooklyn, NY
09.2014 - 04.2021
- Directly managed, grew and retained a client portfolio of the most complex and highest value consumer and business clients of the bank
- Worked closely with wealth team to solidify a strong client- bank relationship. Expanded and maintained relationships with internal business partners
- Coached and motivated employees to perform at optimal levels and identify upsell, cross sell and referral opportunities
- Helped create and implement strategies to develop and grow the Select/ Private Client Program
- Ranked #1 in portfolio growth and sales performance as well as achieved customer experience superstar status
Senior Customer Service Representative
TD Bank
Brooklyn, NY
07.2012 - 09.2014
- Personal and business relationship acquisition and management with heavy emphasis in lending and customer experience
- Highest sales revenue in the region
- Customer Experience Concierge Champion
Education
Associate of Science - Mathematics And Science
Kingsborough Community College
Brooklyn, NYAssociate of Applied Science - Business Administration and Management
Kingsborough Community College
Brooklyn, NYSkills
- Relationship Building
- Business Development
- Client Retention
- Strong Interpersonal
- Team Collaboration
- Conflict Resolution
- Extraordinary Customer Service
- Adaptability
- Strong Verbal And Written
- Analytical
- Industry Knowledge
- Coaching
- Computer
Certification
- Finra Registered Series 6, 63, SIE, NYS Life, Health, Travel and Accident
References
References available upon request.
Timeline
Citizens Banker
Citizens Financial Group, Inc.
03.2023 - Current
Real Estate Office Manager
Century 21 Homefront
05.2021 - 03.2023
Private Client Relationship Manager
Santander Bank US
09.2014 - 04.2021
Senior Customer Service Representative
TD Bank
07.2012 - 09.2014
Associate of Science - Mathematics And Science
Kingsborough Community College
Associate of Applied Science - Business Administration and Management
Kingsborough Community College
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