Placide Saintable
Miami,FL
Summary
I am an accomplished Senior Banker at Bank of America, adept in portfolio management and critical thinking, significantly expanded the customer base through exceptional service and strategic financial solutions. Mentored teams towards surpassing sales goals, ensuring compliance and enhancing operational efficiency. Excelled in leveraging marketing strategies and Microsoft Office to achieve and exceed client satisfaction and financial objectives.
Overview
24
24
years of professional experience
Work History
Senior Banker
Bank Of America
09.2000 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals and sales.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and financial needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Worked closely with compliance officers to ensure adherence to regulatory requirements, minimizing the risk of fines and penalties due to noncompliance.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team and win as a unit.
- Exceeded sales goals by helping clients fulfill Life Priorities and Life Plan for personal and business on consistent basis.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs, and work with clients to develop financial planning strategies and solutions through evaluation of finances.
Education
Bachelor of Arts -
DeVry University
Miramar, FL2025
Skills
- Operational Efficiency
- Analyzing data
- Portfolio Management
- Customer Service
- Critical Thinking
- Computer Skills
- Microsoft Office, Accounting Word processor
- Coaching and Mentoring
Languages
French
Native or Bilingual
Haitian Creole
Native or Bilingual
Timeline
Senior Banker
Bank Of America
09.2000 - Current
Bachelor of Arts -
DeVry University
Similar Profiles
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Efrainny Rodriguez ConcepcionEfrainny Rodriguez Concepcion
Front Desk at Chesterfield hotelFront Desk at Chesterfield hotel