Poly J. Batista
Miami,FL
Summary
Top-performing Private Banker with a proven ability to drive revenue growth and profitability through effective business development and relationship management. Demonstrated expertise in sales, marketing, and strategic planning, consistently achieving high performance through proactive client engagement and follow-up. Strong focus on delivering tailored financial solutions and exceptional service to high-net-worth clients.
Overview
16
16
years of professional experience
1
1
Certification
Work History
VP, Private Client Group Relationship Manager III
Amerant Private Bank and Wealth Management
Broward, FL
12.2023 - Current
- Grow and retain high-net-worth client relationships.
- Ensure the delivery of high standards of service to strengthen customer loyalty.
- Maintain a dedicated, high-touch service and professional relationship, applying a short- and long-term approach to addressing the customer's overall financial needs.
- Assess customer goals and needs, and provide comprehensive advice on banking (deposit and lending) products while optimizing cross-selling opportunities.
- Prepare and deliver proposals based on clients' goals and needs, using available tools and applications.
- Coordinate client meetings with trust and investment specialists to support the sale of products and services, and deliver comprehensive proposals.
- Drive revenue by cultivating successful client relations.
Mortgage Broker
Dream House Mortgage
Miami, FL
03.2021 - 12.2023
- Work independently by creating a vast referral network in the real estate and lending industries.
- Work on behalf of the potential borrowers to find the ideal lender and mortgage loan product for prospective home buyers, or homeowners who are interested in refinancing.
- Work in parallel with the client to match suitable loan products based on scenario factors and guidelines.
- Acquired new customers, counseled clients, and identified purchasing needs to deliver relevant real estate investments.
Senior Premier Banker II
Suntrust/Truist
Miami, FL
12.2016 - 03.2021
- Provides an industry-leading client service experience through the development and management of a defined portfolio of high-net-worth clients.
- Grow client wallet share in deposits, credit, and investments.
- Develop new and expand existing high-net-worth and business client relationships.
- Partner with Branch teammates and line-of-business partners in assigned branches to identify clients and opportunities best served through Premier or Private Wealth Management.
- Using the consultative client conversation to identify and solve for client financial needs.
- Refer clients to other lines of business partners for additional business growth opportunities.
- Proactively initiating and conducting appointments with clients, resulting in the achievement of aggressive deposit, loan, and investment sales goals.
Broker Associate /Senior Licensed Personal Banker
Wells Fargo
Miami, FL
02.2015 - 12.2016
- Building long-term relationships with existing and new high-value customers, while ensuring retention and exercising excellent customer service in all interactions.
- Identifying opportunities, and proactively suggesting product solutions and services, while initiating partner referrals that meet the customer's needs and financial goals.
- Assessing the client's needs and recommending investments, retirement, insurance, and lending solutions.
Private Client Banker
JP Morgan Chase & Co
Miami, FL
03.2011 - 02.2015
- Actively managing the affluent client relationships and ensuring the client receives a high level of personal attention and exclusive access to the best products, services, and rates through Chase Private Client.
- Deepening relationships with clients by demonstrating a team based approach in conjunction with a JPM Investment Advisor, to delivering the investment capabilities and identifying opportunities to bring new money into the JPMorgan Investment Portfolio.
- Working with internal business partners to cross-market and promote Chase financial services and products such as home equity, mortgage, and small business as a Certified Small Business Specialist.
- Profile and qualify prospective clients ensuring compliance with all legal and regulatory requirements.
- Part of the management team serving as a Manager on Duty.
Sales Customer Service Rep
Allstate Insurance Co
Miami, FL
06.2009 - 03.2011
- Sell property and casualty insurance policies for personal and business use.
- Identifying customer needs and matching with the best products available.
- Provide excellent customer service skills to various cultures. Refer insurance opportunities to FA.
Education
Associate of Arts - Business
Miami-Dade College
Miami, FLSkills
- Client relationship management
- Business development
- Teamwork and collaboration
- Networking skills
- Effective communication
- Problem solving
- Financial planning
- Revenue generation
Certification
- FINRA Series 6 License
- FINRA Series 63 License
- FINRA Series 65 License
- 2-14 Life & Variable Annuity License
- 2-40 Health License
Accomplishments
- 2024, Produced half of the total loan production for Private Banking Group - Amerant
- 2019, Gold Performance Excellence Award Winner - Suntrust
- 2018, Gold Performance Excellence Award Winner - Suntrust
- 2015, #6 Nationally in Total Assets for LB Development Program - Wells Fargo
- 2014, Top Performing Banker in district. Exceeded sales goals by over 150% - JP Morgan
- 2014, Monthly average of 1MM net new money and 800K in Investments
- 2013, MVP National Sales Training
- 2009-2011, Top Producer and Revenue Generator for Agency
Languages
- English
- Spanish
Timeline
VP, Private Client Group Relationship Manager III
Amerant Private Bank and Wealth Management
12.2023 - Current
Mortgage Broker
Dream House Mortgage
03.2021 - 12.2023
Senior Premier Banker II
Suntrust/Truist
12.2016 - 03.2021
Broker Associate /Senior Licensed Personal Banker
Wells Fargo
02.2015 - 12.2016
Private Client Banker
JP Morgan Chase & Co
03.2011 - 02.2015
Sales Customer Service Rep
Allstate Insurance Co
06.2009 - 03.2011
Associate of Arts - Business
Miami-Dade College
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