Marisa Abreu
Summary
Dynamic Business Relationship Specialist with a proven track record at Valley Bank, leveraging quantitative analysis and strategic planning to enhance client experiences and drive business development. Skilled in client relationship management and proficient in Spanish and Portuguese, I excel at fostering lasting partnerships and implementing innovative solutions that increase revenue and client satisfaction.
Overview
13
13
years of professional experience
Work History
Business Relationship Specialist
Valley Bank
02.2024 - Current
- Leveraged data-driven insights to identify potential areas of improvement in account management processes, leading to enhanced client experiences.
- Provided timely and accurate information to clients regarding their accounts, transactions, and financial goals.
- Implemented innovative marketing campaigns that effectively targeted prospective clients within desired market segments.
- Organized events for high-net-worth clients to foster community building and enhance brand loyalty.
- Maintained a deep understanding of industry trends and regulations to provide expert guidance for clients navigating complex financial environments.
Branch Manager
Amboy Bank
05.2022 - 01.2024
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
AVP Retail Relationship Manager
Kearny Bank
08.2018 - 05.2022
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
Banking Center Manager. AVP
Provident Bank
01.2017 - 08.2018
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Sales Analyst
Provident Bank
03.2015 - 01.2017
- Improved forecasting accuracy by analyzing historical sales data and identifying patterns for future projections.
- Increased sales efficiency by streamlining data analysis and reporting processes.
- Facilitated cross-functional collaborations, working closely with finance, operations, and marketing teams to ensure cohesive strategies and shared goals.
- Implemented process improvements to expedite data collection, leading to faster decision making within the organization.
Floating Manager
Provident Bank
03.2012 - 03.2015
- Comply with all operational security and bank policies
- Ordered and handles money shipments, participated in daily ATM and vault audit
- Addressed customer inquiries or complaints promptly, resolving issues to their satisfaction while maintaining a professional demeanor.
- Contributed to regional success through collaboration with fellow Floating Managers on best practices sharing initiatives.
- Managed to the banks annual budget, while controlling expense and increasing revenue
Education
Bachelor of Arts - Business Economics
Universidade De Aveiro
Aveiro Portugal06-2000
Skills
- Quantitative Analysis
- Client Account Management
- Client relationship management
- Comprehensive Financial Strategy
- Proficient in Outlook, Word, Excel and Power Point
- Proficient in Spanish and Portuguese
- Sales Force
- Strategic Planning
- Business Development
- AML certified
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Portuguese
Native or Bilingual
Timeline
Business Relationship Specialist
Valley Bank
02.2024 - Current
Branch Manager
Amboy Bank
05.2022 - 01.2024
AVP Retail Relationship Manager
Kearny Bank
08.2018 - 05.2022
Banking Center Manager. AVP
Provident Bank
01.2017 - 08.2018
Sales Analyst
Provident Bank
03.2015 - 01.2017
Floating Manager
Provident Bank
03.2012 - 03.2015
Bachelor of Arts - Business Economics
Universidade De Aveiro
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