Natasha S. Chandy
Port Saint Lucie,FL
Summary
Dynamic and results-driven banking professional with nearly a decade of experience in financial services, relationship management, and client advisory. Proven success in cultivating lasting client relationships, identifying investment opportunities, and promoting comprehensive financial solutions. Adept at leveraging strong communication, analytical, and consultative skills to deliver exceptional service and drive portfolio growth. Seeking to bring relationship-driven expertise and a client-first mindset to Edward Jones as a Financial Advisor.
Overview
10
10
years of professional experience
Work History
Senior Banker
Bank of America
Martin Downs, FL
10.2022 - Current
- Serve as the trusted financial advisor for individual and small business clients, identifying investment and lending opportunities.
- Provide personalized banking and advisory support to help clients achieve short- and long-term financial goals.
- Deepen relationships through needs-based conversations and effective portfolio management.
- Partner with Merrill and other financial specialists to ensure comprehensive wealth strategies.
- Consistently meet and exceed branch sales and service performance goals.
Relationship Banker
Bank of America
Gatlin, St. Lucie West, FL
10.2017 - 10.2022
- Built, managed, and retained a diverse client portfolio through consultative engagement and proactive outreach.
- Delivered tailored banking and investment solutions to align with clients’ evolving needs.
- Enhanced digital adoption by guiding clients through online and mobile platforms.
- Achieved top-quartile performance in relationship deepening metrics and product penetration.
Customer Service Representative (CSR)
Bank of America
Gatlin, St. Lucie West, FL
08.2015 - 10.2017
- Delivered exceptional front-line customer service, efficiently handling daily banking transactions.
- Supported clients with account maintenance, product education, and issue resolution.
- Collaborated with bankers to identify cross-selling opportunities and improve client satisfaction.
- Consistently recognized for accuracy, professionalism, and client care.
Education
Associate of Arts - undefined
Indian River State College
Port Saint Lucie, FLHigh School Diploma - undefined
Saint Lucie West Centennial High School
Port Saint Lucie, FL05.2012
Skills
- Client Relationship Management
- Financial Needs Analysis
- Investment & Retirement Planning *warm transfer to partners*
- Sales & Portfolio Development
- Cross-Selling Strategies
- Compliance & Risk Awareness
- Digital Banking Support
- Communication & Client Education
Timeline
Senior Banker
Bank of America
10.2022 - Current
Relationship Banker
Bank of America
10.2017 - 10.2022
Customer Service Representative (CSR)
Bank of America
08.2015 - 10.2017
Associate of Arts - undefined
Indian River State College
High School Diploma - undefined
Saint Lucie West Centennial High School