Peter Delapena
Las Vegas
Summary
Talented banking professional offering over ten years of experience in complex individual, fiduciary and business accounts. Exceptional in oral and written communication, reliable when it comes to finding solutions to matters that cannot be easily solved within first glance. Desire to embrace challenges that others find impossible.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of America
01.2014 - Current
- Opened and managed complex accounts such as trust, estate, court-blocked, guardianship and numerous types of corporate accounts for almost entirely high net worth clients.
- Worked closely with compliance officers and document reviewers on a daily basis to address issues regarding said accounts.
- Participated in the distribution of assets in accordance to court documents or in accordance to the instructions of trust or estate documents.
- Enhanced relationships with existing clients by providing other solutions to further improve their experience with the bank.
- Rigorously underwent through internal audit twice a year making sure that the branch is in compliance to bank regulations.
New Accounts Banker - MLO
Nevada State Bank
03.2014 - 12.2017
- Proactively prospected to find business outside the branch by visiting business establishments to talk about products offered by the bank.
- Enhanced relationship with existing clients by introducing to them mortgage products that would allow them access to better cash flow and/or by referring them to wealth management with the goal of enhancing their financial future.
- Took part in processing home equity lines of credit and auto loans for underwriting.
- Supervised day to day operation of the teller line as a proxy to the bank manager. Responsibilities included balancing the central vault and ensuring smooth execution of transactions by the tellers.
Education
Bachelor of Arts - Political Science
University of Nevada, Las Vegas
Las Vegas, NVSkills
Notary Public
Certification
Notary Public
Timeline
New Accounts Banker - MLO
Nevada State Bank
03.2014 - 12.2017
Senior Banker
Bank of America
01.2014 - Current
Bachelor of Arts - Political Science
University of Nevada, Las Vegas
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