Paul DeCongilio

• Support onboarding and development of newly hired Central Relationship Managers through coaching, mentoring, and structured learning activities.
• Facilitate reverse double-jack sessions, office hours, and skills development discussions to improve learner readiness and confidence.
• Partner with regional leaders, mentors, and trainers to reinforce performance expectations and onboarding best practices.
• Create and maintain onboarding resources, facilitation guides, and development materials for new associates.

• Conduct consultative client conversations focused on relationship management, engagement, and identifying financial planning opportunities.
• Utilizes excellent communication and interpersonal skills to effectively interact with clients, peers, and business partners, fostering strong relationships and facilitating collaboration.
• Excels in a fast paced environment, consistently exceeding performance expectations.
• Conducts shadowing sessions during every hiring window in order to educate prospective applicants and assist in building a talent pipeline for the role.

Career break to focus on full time parenting obligations.

• Managed fluctuating high volume and time sensitive tasks related to the company's advisory business.
• Demonstrated strong attention to detail in processing security transactions and settlements, ensuring compliance with regulatory requirements and industry standards.
• Engaged in continuous improvement initiatives to identify areas for process enhancement.
• Maintained a high level of accuracy and efficiency while meeting tight deadlines and handling multiple tasks simultaneously.

• Facilitated sales, service, and operational activities for Financial Advisors, providing support to clients via telephone, direct interaction, and written correspondence.
• Established and serviced client accounts, demonstrating meticulous attention to detail and accuracy in handling account-related inquiries and issues.
• Assisted in the training of new client associates during their onboarding.
• Monitored and executed action items to assure appropriate service level.

• Completed required training and obtained industry licenses (Series 7 & 66).
• Collaborated with mentors and managers located within the local office, receiving guidance and support towards achieving success as a financial advisor.
• Recommended investment products and services suitable for prospects and clients based on their objectives, resources, risk profile, and preferences.
• Documented all client interactions within Salesforce to assure compliance.

• Utilized exceptional knowledge of technology to deliver personalized solutions and enhance the in-store experience for customers.
• Demonstrated professionalism and strong people skills to effectively communicate with customers, understand their needs, and provide tailored recommendations and product demonstrations.
• Collaborated with team members to achieve store objectives and deliver exceptional customer service.
• Demonstrated coachability and motivation to learn and grow in the role, actively seeking feedback and opportunities for development.

• Assisted customers with account inquiries, account maintenance, and online banking services, demonstrating expertise in bank systems and processes.
• Collaborated with team members to achieve branch goals and objectives, contributing to a positive and productive work environment.
• Participated in sales and marketing initiatives to promote bank products and services, contributing to branch growth and profitability.
• Conducted financial assessments for customers to identify their needs and recommend appropriate banking products and services.