Maksym Pobyeda
First Citizens Bank
2
Languages
1
Certification
11
years of professional experience
Client-focused business professional skilled in client management, process optimization, and effective communication. Delivers measurable outcomes while adapting to changing environments. Drives success through strategic initiatives that enhance client satisfaction.
Work History
Business Service Representative
8 Months- Cultivated and enhanced client engagement by providing tailored cash-management treasury and business-deposit solutions to drive deposit and fee income growth.
- Provided expertise in business deposits and treasury management during joint client and prospect calls, enhancing relationship management from acquisition to ongoing support.
- Self-sourced new commercial opportunities via proactive outreach, networking, and centers-of-influence development; generated qualified leads that converted into multi-product banking relationships.
- Identified lending, deposit, and treasury opportunities through proactive needs assessments and portfolio reviews with business clients. Facilitated collaboration with credit lending and product partners to successfully implement holistic solutions.
Small Business Specialist
4 Years- Managed, developed, and retained a dedicated portfolio of profitable and high-potential business banking relationships with annual revenues from $500k to $2.5M.
- Networked within community, secured referrals from customers, and employed sales techniques, including cold calling, to expand business.
- Analyzed industry and geographic trends to inform business strategies and enhance decision-making.
- Identified and analyzed industry or geographic trends with business strategy implications.
- Developed customized solutions for diverse customers, providing tailored deposit, lending, and investment services.
Senior Relationship Banker
1 Year 8 Months- Led branch sales and portfolio growth efforts related to various bank's financial products to prospective customers.
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
- Delegated tasks to staff while establishing priorities and goals to enhance team effectiveness.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Delegated work to staff, setting priorities and goals.
- Attended weekly sales meetings to review progress towards goals and identify challenges.
Licensed Relationship Banker
10 Months- Achieved FINRA Series 6 certification by completing required examinations.
- Educated customers on managing financial transactions using technology and available resources to enhance their banking experience.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Developed and coordinated events to attract customers and promote bank products, driving engagement and sales.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Represented bank at local gatherings and networking events to build community relations and generate customer leads.
Personal Banker
1 Year 5 Months- Established and maintained relationships with individual and business customers to resolve issues and enhance customer satisfaction.
- Analyze financial information obtained from clients to determine strategies for meeting client's financial objectives.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Used product knowledge and abilities to execute consumer loans and other services.
- Upheld quality control policies and procedures to increase customer satisfaction.
- Described promotional offers and employed persuasive techniques to upsell services, resulting in increased client engagement with additional banking products.
Teller
2 Years 5 Months- Processed customer transactions, including deposits, withdrawals, and loan payments, ensuring accuracy and efficiency in banking services.
- Provided exceptional customer service while accurately processing routine transactions.
- Verified customers' identification to ensure compliance with laws and regulations.
- Answered customer inquiries regarding bank products and services.
- Resolved customer inquiries about bank products and services, enhancing customer understanding and satisfaction.
- Managed high volumes of currency transactions with precision, contributing to operational reliability and customer trust.
- Reported any operational issues or system problems that occurred during shift promptly.
Education
Associate of General Studies
Skills
Lead Generation
Sales Performance
Performance Analysis
Retention Strategies
Experience management
Follow-up
Relationship Building
Operations Management
Staff Management
Business Planning
Performance metrics
Quality Control Analysis
Certification
- Top Merchant Producer
- Notary Public
- FINRA Series 6
- SEI
- CO Life Insurance
Languages
Ukrainian
Native/ Bilingual
English
Native/ Bilingual
Timeline
Business Service Representative
First Citizens Bank
12.2025 - CurrentRead More
Small Business Specialist
U.S. Bank
11.2021 - 11.2025Read More
Senior Relationship Banker
Bank of The West BNP Paribas
04.2020 - 12.2021Read More
Licensed Relationship Banker
J.P. Morgan, Chase Bank
06.2019 - 04.2020Read More
Personal Banker
WELLS FARGO
01.2018 - 06.2019Read More
Teller
Wells Fargo
01.2016 - 06.2018Read More
COMMUNITY COLLEGE OF AURORA
Associate of General Studies
Read More