Dynamic Senior Business Banker with expertise in loan structuring and portfolio management. Proven ability to build strong client relationships and deliver tailored financial solutions.
Overview
1
1
Language
23
23
years of professional experience
Work History
Senior Business Banker
Capital One
New York, NY
07.2025 - Current
Cultivated strong relationships with clients to enhance customer satisfaction and loyalty.
Evaluated client financial needs to recommend appropriate banking solutions.
Collaborated with team members to streamline loan processing procedures for efficiency.
Coordinated with various departments to ensure seamless delivery of banking services across all channels.
Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Business Banking Relationship Manager
Bank of America
New York, NY
10.2018 - 06.2025
Established strong working relationships with internal departments, streamlining processes and enhancing overall efficiency in serving business banking clientele.
Assisted clients in navigating complex regulatory requirements when applying for loans or other forms of financing.
Developed comprehensive understanding of clients'' businesses, enabling more effective financial guidance.
Strengthened client relationships by providing personalized financial solutions and expert advice.
Multi Site Branch Manager
Citizens Bank
Stamford, CT
03.2016 - 09.2018
Implemented strategic initiatives that improved operational efficiency and customer satisfaction.
Led branch operations, ensuring compliance with regulatory standards and policies.
Mentored and developed team members to enhance performance and customer service skills.
Analyzed financial reports to identify trends and inform decision-making processes.
Managed budgetary allocations, optimizing resource utilization for branch profitability.
Coordinated training programs focused on sales techniques and product knowledge for staff development.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Branch Manager
Popular Community Bank
Queens, NY
12.2013 - 02.2016
Developed and implemented strategies to enhance customer service and satisfaction levels.
Oversaw staff performance, providing training and mentorship to improve team productivity.
Analyzed financial reports to identify trends and inform strategic decision-making processes.
Led branch operations, ensuring compliance with banking regulations and policies.
Branch Manager
TD Bank
The Bronx, NY
12.2009 - 11.2013
Collaborated with senior management to drive sales strategies, resulting in increased customer engagement and retention.
Conducted regular training sessions on financial products, improving staff knowledge and client advisory capabilities.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Branch Manager
JPMorgan Chase
Rye NY
05.2003 - 12.2009
Conducted regular branch assessments, identifying areas for growth and implementing corrective actions.
Implemented process improvements that streamlined operations and reduced turnaround times.
Managed budgetary controls, optimizing resource allocation for maximum operational efficiency.
Fostered relationships with local businesses to increase community engagement and brand visibility.