Maksym Pobyeda
Aurora,Colorado
Summary
Dedicated banking professional well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills. Qualified Business Intelligence Analyst versed in data mapping and user acceptance testing to solve complex problems in high-pressure environments. Activates strong analytical skills to investigate trends in large amounts of data and formulate conclusions based on findings.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Small Business Specialist/Notary Public
U.S. Bank
Denver, Colorado
12.2021 - Current
- Responsible for managing, developing and retaining a dedicated portfolio of profitable and high potential business banking relationships with annual revenues from $500k up to $2.5M
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Identified and analyzed industry or geographic trends with business strategy implications.
- Collected, tracked and evaluated current business and market trend data.
- Devised targeted solutions for various customers and offered deposit, lending and investment services.
Senior Relationship Banker/Notary Public
Bank of The West BNP Paribas
Centennial, Colorado
05.2020 - 12.2021
- Responsible for branch sales and portfolio growth efforts related to various Banks's financial products to prospective customers
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Delegated work to staff, setting priorities and goals.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
Licensed Relationship Banker/Notary Public
J.P. Morgan, Chase Bank
Littleton, Colorado
07.2019 - 05.2020
- Passed FINRA Series 6, FINRA Security Industry Essentials (SIE), CO Life Insurance
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Developed and oversaw events to bring in customers and promote products.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Personal Banker/Notary Public
WELLS FARGO
Aurora, Colorado
01.2018 - 07.2019
- Establish and maintain relationships with individual or business customers and provide assistance with problems these customers may encounter
- Analyze financial information obtained from clients to determine strategies for meeting client's financial objectives.
- Upheld quality control policies and procedures to increase customer satisfaction.
- Set clear expectations and helped employees pursue optimal paths for achieving each target.
Teller
Wells Fargo
Denver , CO
01.2016 - 06.2019
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Reported any operational issues or system problems that occurred during shift promptly.
Education
Associate of General Studies -
COMMUNITY COLLEGE OF AURORA
Skills
- Operations Management
- Meeting Sales Goals
- Performance Analysis
- Retention Strategies
- Analyzing performance
- Follow-up skills
- Experience management
- Prospecting abilities
- Staff Management
- Relationship Building
- Business Planning
- Quality Control Analysis
Languages
Ukrainian
Native/ Bilingual
English
Native/ Bilingual
Certification
- Top Merchant Producer
- Top Customer Service Rep
- FIRNA6
- SEI
- CO Life Insurance
Timeline
Small Business Specialist/Notary Public
U.S. Bank
12.2021 - Current
Senior Relationship Banker/Notary Public
Bank of The West BNP Paribas
05.2020 - 12.2021
Licensed Relationship Banker/Notary Public
J.P. Morgan, Chase Bank
07.2019 - 05.2020
Personal Banker/Notary Public
WELLS FARGO
01.2018 - 07.2019
Teller
Wells Fargo
01.2016 - 06.2019
Associate of General Studies -
COMMUNITY COLLEGE OF AURORA
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