Richard Martino
Cohoes,NY
Summary
Seasoned Private Client Banker with background in managing high net worth clients and providing tailored financial solutions. Bring to the table strengths in client relationship management, portfolio oversight, and wealth preservation strategies. Influenced previous work environments by improving client retention rates and fostering strong relationships through exceptional service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Private Client Banker
JP Morgan Chase
Cohoes, NY
08.2021 - Current
- Facilitated account openings and account maintenance for private client banking customers.
- Built and maintained client relationships by understanding client needs, priorities, and values.
- Prospected potential opportunities to provide solutions to current clients via outbound calling and in-office meetings.
Relationship Banker
Bank of America
Latham, NY
12.2017 - 10.2020
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Supported branch operations and maintained proper security controls.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
Project Management Intern
PCC Contracting
Schenectady, NY
06.2014 - 11.2017
- Assisted in the coordination of project activities to ensure successful completion within established deadlines.
- Researched and identified potential vendors to provide necessary resources for projects.
- Created detailed reports on the progress of projects, highlighting areas of concern or success.
Education
Bachelor of Arts - Business Administration
Wells College
Aurora, NY09-2017
Skills
- Relationship building and management
- Sales expertise
- Customer Service-Oriented
- Business Development
- Cash Flow Management
- Project Management
Certification
- FINRA Series 6 & 63
Accomplishments
- Top performer in Relationship Banker and Private Client Banker roles. Leading in key performance metrics and overall production, exceeding goals.
Timeline
Private Client Banker
JP Morgan Chase
08.2021 - Current
Relationship Banker
Bank of America
12.2017 - 10.2020
Project Management Intern
PCC Contracting
06.2014 - 11.2017
Bachelor of Arts - Business Administration
Wells College
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