Ristian Gaudin
MANSFIELD,MA
Summary
Dynamic Relationship Banker at Bank of America with a proven track record in financial analysis and exceptional customer service. Expert in identifying client needs and delivering tailored banking solutions, fostering long-term relationships. Adept at conflict resolution and workshop facilitation, enhancing client education and satisfaction through personalized support. Seasoned Relationship Banker with background in retail and commercial banking. Demonstrated strength in building and maintaining client relationships, product promotion, and financial advising. Proven skills in cross-selling bank products and services to fulfill customer needs. Effectively contributed to team success by surpassing sales goals while delivering top-tier customer service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
Foxborough, Massachusetts
12.2023 - Current
- Assisted clients with account inquiries and transaction processing.
- Educated customers on banking products and services available.
- Collaborated with team members to enhance customer service experiences.
- Managed customer relationships through follow-up communications and support.
- Resolved customer issues efficiently and ensured satisfaction.
- Maintained accurate records of client interactions and transactions.
- Promoted financial literacy through workshops and one-on-one sessions.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Identified financial needs of customers and presented appropriate product and service options.
Education
Business Administration And Management
Universite Quisqueya
09-2019
Skills
- Financial analysis
- Customer service
- Account management
- Product knowledge
- Transaction processing
- Relationship building
- Conflict resolution
- Communication skills
- Client education
- Problem solving
- Time management
- Workshop facilitation
- Needs assessment
Certification
- Google Cybersecurity
- CISSP
- Business Analytics
- Critical thinking Strategy
- HR Analysis
- Leadership development
- Project Management
Education and Training
other
<Enter your own>
Languages
English
French
Spanish
Haitian creole
Timeline
Relationship Banker
Bank of America
12.2023 - Current
Business Administration And Management
Universite Quisqueya
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