Nathalie Santos
New Britain,CT
Summary
Accomplished Wealth Management Specialist with a proven track record at Merrill Lynch, enhancing client account efficiency and mentoring advisors. Excelled in relationship banking at Bank of America, boosting customer satisfaction through expert financial guidance. Skilled in bilingual communication and Microsoft Office, adept at customer retention and sales.
Overview
5
5
years of professional experience
Work History
Wealth Management Specialist
Merrill Lynch
Glastonbury, CT
01.2023 - Current
- Streamlined administrative processes within the team for improved efficiency in managing client accounts and reporting requirements.
- Mentored junior advisors on best practices in relationship building, portfolio construction, financial planning techniques, and regulatory compliance matters.
- Conducted client meetings to review, develop and update clients' financial goals.
- Educated clients on estate planning strategies to preserve wealth for future generations while minimizing tax liabilities.
Relationship Banker
Bank of America
New Britain, CT
09.2021 - 01.2023
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Client Service Representative
Bank of America
New Britain, CT
04.2019 - 09.2021
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Maintained accurate record-keeping with proactive attention to client information updates.
Education
Bachelor Of Business Administration -
National University College - Bayamon
Bayamon, PR05.2021
Skills
Sales
Customer Retention
Bilingual
Retail Banking
Microsoft office
Languages
Spanish
Native or Bilingual
Timeline
Wealth Management Specialist
Merrill Lynch
01.2023 - Current
Relationship Banker
Bank of America
09.2021 - 01.2023
Client Service Representative
Bank of America
04.2019 - 09.2021
Bachelor Of Business Administration -
National University College - Bayamon