Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Timeline
Generic

Robert Cipriano

Putnam Valley,NY

Summary

Organized and dependable candidate with 14 years of retail and business banking experience. Successful at managing multiple priorities with a positive attitude and utilizing interpersonal skills, possess excellent time management and problem-solving skills.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Regional Cash Management Advisor

KeyBank
08.2023 - Current


  • Met with commercial clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Branch Manager

KeyBank
11.2015 - 08.2023
  • Finished 2022 at 3700% to goal in Cash Management, 224% Total SB Units (checking and savings), and 315% in SB Lending
  • Moving Cortlandt Manor branch from #800+ ranking in March 2017 to #51 ranking by December, 2017.
  • Stepping from Cortlandt Manor to Mt. Kisco in March of 2018 to be responsible for continuing to grow and develop one of the largest branches in Atlantic market. Within 12 months held #1 overall branch position in company as of April 2019 via sales growth and goals,
  • #3 Small Business Development Manager in company with goals at 347% to goal in regard to small business lending, 285% to goal in small business deposits, and 697% to goal in cash management solutions for 2021
  • Named as co-chair of LDC committee by panel of my peers from 2018-2022 to assist with growth and success of Atlantic market.

Private Client Banker And Small Business Specialist

J.P. Morgan Chase Bank
12.2013 - 08.2015
  • Responsible for identifying and meeting the financial services needs of a select portfolio of customers, with a focus on acquisition, expansion and retention of customers -Maintained and managed an existing client base of 200 affluent clients (high net worth of $250,000+ in deposits and $250,000+ in investments up to $5MM) -Worked with product specialists and subject matter experts across the bank to structure customized solutions that met my clients' unique needs -District leader in account and credit card acquisition
  • Helped grow branch balances 124% during tenure -Completed extensive internal training regarding new KYC and AML enhancements launched in June 2014, as well as account profiling training
  • Conducted case management activities and services with multidisciplinary team
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution

Financial Advisor

Edward Jones
08.2012 - 10.2013
  • Provided comprehensive wealth management products and services for mid-to-high net worth individuals in order to reach their specified investment goals -Formulated and implemented asset allocation strategies and developed proprietary investment models for client portfolios -Built a book of business from the ground up by face to face marketing in surrounding neighborhoods, introducing myself and my services.

Education

Bachelor of Arts - History

Quinnipiac University
Hamden, CT
05.2009

Skills

  • Strong business acumen and problem solving skills
  • Proficient analytical, verbal, and written communications
  • Ongoing ability to work in high-stress environments
  • Solid decision-making capabilities
  • Business development expertise
  • Effective relationship building and management

Accomplishments

    Atlantic Market Leadership Development Committee Co-Chair

    Rockland Hudson Valley East Small Business Sponsor

Certification

Series 7

Series 66

NYS Life and Health

NYS Notary Public

Affiliations

Junior Achievement

Chamber of Commerce

Timeline

Regional Cash Management Advisor

KeyBank
08.2023 - Current

Branch Manager

KeyBank
11.2015 - 08.2023

Private Client Banker And Small Business Specialist

J.P. Morgan Chase Bank
12.2013 - 08.2015

Financial Advisor

Edward Jones
08.2012 - 10.2013

Bachelor of Arts - History

Quinnipiac University

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Robert Cipriano