Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Paul Grey

Greenwich,CT

Summary

Drawing from an illustrious tenure as a Private Client Banker and Relationship Manager, my banking prowess encompasses the harmonious intersection of elevated client service and astute operational management. Ever the enterprising problem-solver, I relentlessly pursue opportunities to elevate operational efficiency, thus weaving an inimitable tapestry of superlative client experiences. Embracing an unyielding passion for progress and excellence, I stand poised to contribute my expertise and dedication to an avant-garde private banking institution, revered for its commitment to redefining financial services and engendering profound client bonds. Let us coalesce our pursuits to elevate your private banking services to a symphony of unparalleled heights.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase & Co
12.2022 - Current
  • Serve as a trusted advisor to high net worth clients, offering personalized financial guidance and comprehensive banking solutions.
  • Collaborate with business relationship managers, financial advisors, and lending officers to provide comprehensive financial solutions and support to clients.
  • Proactively manage and grow client relationships by understanding their financial goals, providing strategic recommendations, and executing tailored wealth management strategies.
  • Conduct in-depth financial analyses and assessments to identify opportunities for wealth preservation and growth.
  • Collaborate with cross-functional teams to deliver exceptional client service and ensure a seamless banking experience.
  • Utilize advanced financial modeling and analysis tools to evaluate investment options, assess risk profiles, and optimize portfolio performance.
  • Maintain strict confidentiality and adhere to compliance and regulatory guidelines in all client interactions.
  • Actively participate in various marketing and recruiting activities, representing the firm and promoting its services.
  • Foster an inclusive and collaborative workplace by seeking and offering feedback, encouraging open communication, and promoting diversity and inclusion initiatives.
  • Work closely with financial advisors to assess clients' investment objectives and provide tailored investment recommendations.
  • Coordinate with lending officers to facilitate loan origination and ensure a smooth loan approval and closing process.
  • Foster strong partnerships, leveraging internal expertise to deliver integrated wealth management solutions.
  • Detailed experience with establishing Trust & Estate accounts for complex financial security.

Financial Solutions Advisor Trainee

Merill Lynch, Pierce Fenner & Smith
05.2022 - 10.2022
  • Studied and prepared for FINRA licenses, including Series 7, Series 66, and SIE Exam.
  • Gained in-depth knowledge of investment strategies, portfolio management, retirement planning, and risk assessment.
  • Developed proficiency in understanding and explaining complex financial concepts and products.
  • Conducted extensive self-study and practice exams to ensure a thorough understanding of material.

Life & Health Insurance Agent

New York Life Insurance Co
01.2022 - 07.2022
  • Successfully marketed and sold life insurance policies to clients, ensuring their financial security and protection.
  • Developed and maintained a client base through prospecting, networking, and referrals.
  • Conducted comprehensive client needs assessments to recommend suitable life insurance products and coverage options.
  • Provided personalized insurance solutions tailored to clients' financial goals and risk tolerance.
  • Built strong client relationships by delivering excellent customer service and ongoing policy reviews.
  • Collaborated with underwriters and support staff to expedite application processing and policy issuance.
  • Stayed up-to-date with industry trends, product knowledge, and regulatory requirements.
  • Met or exceeded sales targets on a consistent basis.
  • Maintained accurate records of client interactions and policy details.

Team Lead Loan Processor

Liberty SBF Holdings LLC
03.2021 - 04.2022
  • Led a team of 12 loan processors in managing the commercial real estate loans underwriting process, ensuring efficient and timely loan closings.
  • Oversaw and coordinated loan processing activities, including document collection, verification, and analysis.
  • Collaborated with borrowers, underwriters, and loan officers to gather necessary financial information and documentation for loan applications.
  • Conducted thorough analysis of loan files, reviewing financial statements, credit reports, and collateral documentation.
  • Assisted loan processors with complex loan applications and provided guidance on underwriting guidelines and loan program requirements.
  • Developed and implemented process improvements to streamline loan processing and enhance operational efficiency.
  • Actively participated in the PPP loan project, assisting in the application processing and documentation collection for small businesses.
  • Monitored team performance, provided coaching and feedback, and conducted regular performance evaluations.
  • Ensured compliance with company policies, regulatory requirements, and lending standards.
  • Maintained accurate loan files and documentation, adhering to confidentiality and data security protocols.

Relationship Manager

Keybank N.A
09.2019 - 02.2021
  • Managed a portfolio of retail banking relationships with clients who had assets above $100,000 but under 1 million.
  • Built and maintained strong relationships with clients, providing personalized financial guidance and solutions.
  • Conducted comprehensive financial needs assessments to understand clients' goals and objectives.
  • Developed and implemented customized financial plans to meet clients' short and long-term financial needs.
  • Collaborated closely with the merchant services representative to offer payment processing solutions and support clients' business needs.
  • Coordinated with the financial advisor to deliver investment recommendations and strategies aligned with clients' risk tolerance and financial goals.
  • Worked closely with the underwriting team to evaluate creditworthiness and facilitate loan approvals for clients' borrowing needs.
  • Provided exceptional customer service, addressing inquiries, resolving issues, and ensuring a seamless banking experience.
  • Proactively identified opportunities to deepen client relationships and cross-sell banking products and services.
  • Stayed up-to-date with industry trends, market conditions, and regulatory requirements.
  • Maintained accurate client records and ensured compliance with internal policies and procedures.

Personal Banker

Citibank
04.2016 - 08.2019
  • Managed banking relationships for a portfolio of clients, providing personalized financial advice and solutions.
  • Conducted in-depth financial needs assessments to identify clients' goals and objectives.
  • Offered a wide range of banking products and services, including deposits, loans, and investment options, tailored to clients' needs.
  • Assisted clients with opening new accounts, processing transactions, and resolving account-related inquiries.
  • Analyzed creditworthiness and recommended appropriate lending solutions to clients.
  • Proactively identified opportunities to cross-sell banking products and services, contributing to revenue growth.
  • Built and maintained strong client relationships through regular communication and follow-ups.
  • Ensured compliance with internal policies, procedures, and regulatory requirements.
  • Consistently met or exceeded sales targets and key performance indicators.
  • Oversaw branch cash flow and operations, ensuring accuracy and compliance with banking policies and procedures.
  • Managed teller team, providing guidance, training, and coaching to maintain a high level of service and operational efficiency.
  • Conducted audits and reconciliations to ensure the accuracy of cash vaults and ATM transactions.
  • Performed teller duties, including cash handling, check processing, and customer transactions.
  • Resolved complex customer inquiries and issues in a timely and professional manner.
  • Collaborated with other departments to address customer needs and provide comprehensive banking solutions.
  • Implemented process improvements to streamline operations and enhance customer experience.
  • Maintained strict adherence to security and regulatory guidelines.

Education

Bachelor of Science - Business Administration And Management

Bronx Community College of The City University of New York
The Bronx, NY

Skills

  • Expert Deal Closer
  • Objective Overcoming
  • Elite Adaptability
  • Superior Listening/Communication
  • Interpersonal Relationship Building

Certification

  • FINRA - Series Industry Essentials (SIE)
  • FINRA - Series 6
  • FINRA Series 63
  • Life & Health Insurance Producer's License

Timeline

Private Client Banker

JPMorgan Chase & Co
12.2022 - Current

Financial Solutions Advisor Trainee

Merill Lynch, Pierce Fenner & Smith
05.2022 - 10.2022

Life & Health Insurance Agent

New York Life Insurance Co
01.2022 - 07.2022

Team Lead Loan Processor

Liberty SBF Holdings LLC
03.2021 - 04.2022

Relationship Manager

Keybank N.A
09.2019 - 02.2021

Personal Banker

Citibank
04.2016 - 08.2019

Bachelor of Science - Business Administration And Management

Bronx Community College of The City University of New York

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