Mike Whalen
Levittown,NY
Summary
Seasoned Senior Relationship Banker known for productive and efficient task completion. Specialize in customer relationship management, financial advising, and risk assessment. Excel at communication, problem-solving, and adaptability to meet client needs and achieve banking goals.
Overview
22
22
years of professional experience
Work History
Senior Relationship Banker
M&T Bank
Huntington, New York
09.2016 - Current
- Provided tailored financial solutions to meet individual client needs.
- Managed client accounts and built strong relationships with customers.
- Conducted financial reviews with clients to identify their current and future needs.
- Advised customers on ways they could reduce costs associated with their banking activities.
- Resolved customer inquiries and issues promptly and professionally.
- Educated clients on banking products and services offered by the bank.
- Maintained compliance with banking regulations and internal policies.
- Attended industry events to promote the bank's services and build relationships with potential partners and clients.
- Negotiated terms of loans with borrowers based on risk assessment criteria.
Wealth Manager
Merrill Lynch
Chatham, New Jersey
01.2005 - 01.2015
- Developed comprehensive financial plans tailored to client needs.
- Managed client portfolios, adjusting allocations based on market trends.
- Advised clients on investment strategies to meet financial goals.
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Analyzed financial data to provide insights for strategic investment decisions.
- Conducted market research to identify emerging investment opportunities.
- Collaborated with teams to enhance client service and experience.
- Educated clients on financial products and services available at Merrill Lynch.
- Built long-term relationships with clients through regular communication and updates.
Education
Division Avenue HS
Levittown, NYSkills
- Client account management
- Financial analysis
- Investment strategies
- Loan origination
- Compliance management
- Negotiation skills
- Cross-selling techniques
- Dispute resolution
- Problem solving
- Effective communication
- Customer education
Military Career
- Served in the USMC from 1987-1995
- Was promoted to rank of E-5 Sergeant in 5th year
- Combat Action Ribbon recipient twice. Iraq and Africa
- Served as a squad leader for 4 years where my duties consisted of the training, education and welfare of my Marines.
Timeline
Senior Relationship Banker
M&T Bank
09.2016 - Current
Wealth Manager
Merrill Lynch
01.2005 - 01.2015
Division Avenue HS