Mark Bellando
Bethpage
Summary
Proven Client Services Associate at Hanover Bank, adept in relationship building and banking operations, enhanced customer satisfaction through expert advice and personalized solutions. Skilled in customer service, consistently mitigated risks, and strengthened client relationships by leveraging in-depth industry knowledge and empathy. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Client Services Associate
Hanover Bank
03.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Work with back office teams such as cash management operations and BSA compliance in order to mitigate risk on the bank and clients behalf.
- Analyzed customers' financial information to deliver personalized account guidance.
- Account opening (IRAs, Estate, Trusts Certificates and Money Markets.
- Client onboarding
- Processing international and domestic wire transfers
Education
Bachelor of Science - Labor And Industrial Relations
SUNY College At Old Westbury
Old Westbury, NY05.2022
Skills
- Relationship building and management
- Banking operations knowledge
- Problem-Solving
- Attention to Detail
- Risk Assessment
- Oral and written communications
- Self Motivation
- Adaptability and Flexibility
- Multitasking
Timeline
Client Services Associate
Hanover Bank
03.2022 - Current
Bachelor of Science - Labor And Industrial Relations
SUNY College At Old Westbury
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