Matthew Hosie
Topsham,ME
Summary
Results-oriented sales professional with a proven track record in the banking industry. With a passion for driving revenue growth and building strong client relationships. Specializing in delivering tailored financial solutions that meet the unique needs of businesses and individuals.
Overview
8
8
years of professional experience
Work History
Advanced Client Solutions Specialist
Bank Of America
03.2022 - Current
- Building and maintaining strong relationships with high-value clients by understanding their unique goals, challenges, and financial needs,
- Demonstrating a thorough knowledge of a wide range of financial products and services, including investment solutions, risk management, and wealth preservation. Recommending appropriate products and services based on clients needs and goals.
- Collaborating with clients to develop strategic plans that align with their objectives. Identifying growth opportunities and providing innovative solutions to drive business success.
- Adhering to regulatory requirements and internal polices to ensure compliance and mitigate risk. Keeping up-to-date with industry regulations and changes that may impact clients financial strategies.
- Proactively identifying opportunities for client retention and expansion. Anticipating clients' evolving needs and providing ongoing support and guidance to strengthen the relationship.
Personal Banker
Bangor Saving Bank
05.2021 - 03.2023
- Building lasting relationships with customers through effective communication and active listening. By thoroughly understanding their financial objectives, providing personalized recommendations and assisting them in making informed decisions.
- Conducting financial transactions, managing cash flow, and ensuring compliance with regulatory standards.
- Cross-selling and upselling products and services to maximize customer satisfaction and drive business growth.
Sales Account Manager
TD Bank
02.2016 - 10.2017
- Building and maintaining strong relationships with clients, providing personalized banking solutions and exceptional customer service.
- Conducting comprehensive financial assessments to understand clients' needs and identify suitable products and services.
- Assisting clients with account inquiries, resolve any issues or concerns promptly, and provide ongoing support to ensure client satisfaction.
Education
Bachelor of Science - Financial Services
University of Maine At Augusta
Augusta, ME05.2021
Skills
- Account Servicing
- Financial Acumen
- Sales
- Microsoft Office
- Client Needs Assessment
- Problem Resolution
- Exceptional communication
Timeline
Advanced Client Solutions Specialist
Bank Of America
03.2022 - Current
Personal Banker
Bangor Saving Bank
05.2021 - 03.2023
Sales Account Manager
TD Bank
02.2016 - 10.2017
Bachelor of Science - Financial Services
University of Maine At Augusta