Mary Santos
New York
Summary
Private Banking Professional with over 7 years of experience managing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships across major institutions including Fieldpoint Private, Bank of America, and Wells Fargo. Proven track record of driving $30M+ in new deposits, leading revenue-generating initiatives, and delivering tailored financial solutions. Skilled in Salesforce, Jack Henry Silverlake, Treasury Cash Management, and regulatory compliance. Fluent in English and Spanish, with a strong focus on client experience, cross-functional team collaboration, and high-performance execution in fast-paced banking environments.
Overview
4
4
years of professional experience
Work History
Relationship Manager
Fieldpoint Private Bank & Trust
Atlanta, USA
01.2022 - 01.2025
- Built trusted relationships with 50+ UHNW clients through needs-based financial planning, resulting in over $30M in new deposit inflows over 2 years.
- Matched client financial goals with advanced cash management tools (e.g., sweep accounts, structured notes), enhancing client liquidity.
- Aligned client goals with tailored banking solutions using Salesforce and Treasury Cash Management tools, improving client satisfaction and retention.
- Led a process redesign that reduced account onboarding time by 20%, improving client experience and workflow efficiency.
VP Group Operations Manager
Fieldpoint Private Bank & Trust
Atlanta, USA
- Designed and led onboarding programs for 50+ new hires across 4 states, reducing time-to-productivity by 30% and improving compliance accuracy.
- Integrated Salesforce and Jack Henry Silverlake systems to modernize internal workflows and reduce onboarding errors by 25%.
- Ensured 100% audit compliance while delivering top-tier client service, contributing to client retention rate of 95%.
Treasury Management Specialist
Fieldpoint Private Bank & Trust
Atlanta, USA
- Spearheaded digital integration of nCino CRM and SmartPay, reducing onboarding time for new accounts by 35%.
- Trained 100+ clients and partners on self-service banking tools, increasing online adoption by 60% and reducing support tickets.
Private Banking Associate & Office Manager
Fieldpoint Private Bank & Trust
Atlanta, USA
- Coordinated cross-functional meetings with executives and clients, reducing meeting setup time by 40% through proactive prep and conflict resolution.
- Supported 5 senior sales executives with administrative tasks, travel planning, and CRM entry, enabling a 20% increase in face-time with clients.
- Managed 25+ client portfolios, tailoring investment and deposit strategies based on goals, risk profile, and liquidity needs.
- Represented the bank at 10+ community and professional events, leading to 3 client referrals and enhanced community visibility.
Relationship Banker
Bank of America
, USA
09.2020 - 01.2022
- Facilitated weekly sales huddles and trained 10+ colleagues on new product rollouts, ensuring consistent execution across the branch.
- Executed over 500 outbound client calls per quarter, contributing to a 35% lift in monthly new account openings.
- Advised a portfolio of 75+ clients on deposit products, credit lines, and digital services, supporting over $3M in managed assets while ensuring seamless in-branch operations.
Skills
- Bilingual proficiency
- Effective communication
- Microsoft applications
- Confidentiality practices
- Client onboarding
- Salesforce integration
- Cross-functional collaboration
- Digital banking tools
- Client satisfaction strategies
- Team leadership
- Training program development
- Relationship management
- Risk management
- Critical thinking
Restaurant Roles
Corp Country Club | White Water Creek - Server | New York, NY | 2022-2024
Abuelos Mexican Restaurant - Server | Atlanta, GA | 2019-2021
- Provided exceptional food and beverage service to country club members and guests in various dining settings, including formal dining rooms, banquet events, and outdoor venues.
- Developed strong relationships with members, remembering their preferences and anticipating their needs to create a personalized dining experience.
- Demonstrated extensive knowledge of menu items and special dietary options, to provide recommendations and enhance member satisfaction.
- Collaborated with the culinary team, event staff, and bar staff to ensure seamless execution and timely delivery of dining services for club events/guests, such as banquets, tournaments, and holiday celebrations.
- Maintained a thorough understanding of club etiquette, policies, and procedures to uphold the standards of service excellence.
- Handled cash and credit transactions accurately and efficiently. Managed member transactions with accuracy and efficiency, adhering to club-specific billing procedures.
- Provided friendly and efficient service to multiple tables per shift in a high-volume restaurant.
- Consistently received positive feedback from customers for attentiveness and professionalism.
- Maintained a clean and organized work station, adhering to all health and safety standards.
Timeline
Relationship Manager
Fieldpoint Private Bank & Trust
01.2022 - 01.2025
Relationship Banker
Bank of America
09.2020 - 01.2022
VP Group Operations Manager
Fieldpoint Private Bank & Trust
Treasury Management Specialist
Fieldpoint Private Bank & Trust
Private Banking Associate & Office Manager
Fieldpoint Private Bank & Trust
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