Raymund Respicio

Senior Premier Banker (2022 - 2025)

• Strengthened client retention by conducting periodic portfolio reviews and providing valuable insights on investment performance.
• Developed and managed relationships with high-net-worth clients, assessing financial needs and referring them to investment advisors.
• Consistently exceeded sales and referral targets, driving portfolio growth through strategic cross-selling
• Ensured compliance with FINRA and SEC regulations mitigating client and institutional risk.

Premier Banker (2019 - 2022)

• Conducted financial needs assessments and provided tailored investment and banking solutions.
• Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
• Strengthened relationships with affluent clients, identifying opportunities for wealth management referrals.
• Led strategic outreach initiatives, increasing branch revenue and deepening client engagement.

Personal Banker, Customer Service Sales Rep, Teller (2013 - 2019)

• Provided personalized financial services, including loans, credit solutions, and investment accounts.
• Delivered exceptional service customer service, leading to high client satisfaction and loyalty.
• Supported branch sales initiatives and achieved top performer status in multiple quarters.
• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.