Nadia Swystun
Worcester,MA
Summary
Dynamic Senior Private Banker with a proven track record in wealth management and relationship building. Expert in credit analysis and customized financial solutions, driving client satisfaction and retention. Successfully managed complex transactions while implementing risk management strategies, enhancing client portfolios and achieving long-term financial goals.
Overview
10
10
years of professional experience
Work History
Senior Private Banker
BNP Paribas - Branch of BNP Paribas
09.2023 - Current
- Partnered with investment teams to design customized strategies for managing client wealth.
- Conducted thorough due diligence on prospective investments to ensure alignment with clients'' objectives and risk tolerance levels.
- Managed complex transactions, ensuring accurate execution while minimizing potential risks.
- Contributed to the development of private banking policies and procedures, ensuring best practices in client service and risk management.
- Assisted clients in achieving their long-term financial goals by offering comprehensive financial planning services.
- Enhanced client satisfaction by providing personalized banking solutions and exceptional customer service.
- Implemented risk management processes to protect client assets and ensure compliance with regulatory requirements.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Advised clients on investments, retirement and estate planning.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Cultivated a professional network of attorneys, accountants, and other trusted advisors to serve as referral sources for new clients.
Private Business Banker
OXCI Bank
09.2022 - 08.2023
- Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
- Conducted comprehensive financial analyses to identify opportunities for business expansion and risk mitigation.
- Fostered a positive work environment by actively participating in team meetings and sharing ideas for process improvements.
- Maximized revenue generation through careful assessment of loan applications and diligent follow-up on delinquent accounts.
- Proactively identified potential risks within client portfolios, implementing strategic measures to minimize losses.
- Maintained comprehensive knowledge of banking products and services, ensuring accurate and informed recommendations for clients.
Private Banker
ALFA Bank
08.2017 - 02.2022
- Expanded client portfolio by identifying and acquiring high-net-worth individuals through targeted networking events.
- Optimized clients'' wealth preservation strategies by collaborating closely with estate planning and trust services teams.
- Delivered exceptional service that resulted in numerous referrals and increased overall business for the bank.
- Diversified investment offerings for clients by staying current on market trends, regulations, and new products or services.
- Collaborated with cross-functional teams, such as credit specialists and trust officers, to provide comprehensive financial solutions for clients.
Regional Manager
Bank SITCH
08.2015 - 06.2017
- Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
- Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
- Increased customer satisfaction with timely resolution of escalated issues and proactive communication on product updates.
- Supervised staff to optimize brand expansion initiatives and productivity.
Education
Diploma - Certification - Appraisal of Precious Metals
Government Agency
Lviv, Ukraine05-2011
Diploma - Business Law
Academy of Commerce
Lviv. Ukraine06-2006
Bachelor of Science - Finance
Academy of Commerce
Lviv, Ukraine05-2001
Diploma - Certification - Business Analytics
Commerce Academy
Lviv, Ukraine05-1999
Diploma - Certification - Agriculture Business
University of Agriculture
Lviv, Ukraine05-1998
Skills
- Cash management
- Credit analysis
- Relationship management
- Insurance planning
- Portfolio management
- Wealth management
- Investment advisory
- Relationship building and management
- Customer Service-oriented
- Banking
- Project management
- Financial services
- Business development
Languages
English
Professional Working
Ukrainian
Native or Bilingual
Russian
Native or Bilingual
Polish
Professional Working
Timeline
Senior Private Banker
BNP Paribas - Branch of BNP Paribas
09.2023 - Current
Private Business Banker
OXCI Bank
09.2022 - 08.2023
Private Banker
ALFA Bank
08.2017 - 02.2022
Regional Manager
Bank SITCH
08.2015 - 06.2017
Diploma - Certification - Appraisal of Precious Metals
Government Agency
Diploma - Business Law
Academy of Commerce
Bachelor of Science - Finance
Academy of Commerce
Diploma - Certification - Business Analytics
Commerce Academy
Diploma - Certification - Agriculture Business
University of Agriculture
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