Robert Diaz
West Hempstead,NY
Summary
Banking professional with experience managing client portfolios to strengthen long-term relationships and support business growth. Assesses financial needs and develops tailored solutions aligned with client objectives. Track record of increasing deposits and improving customer service outcomes.
Overview
26
26
years of professional experience
Work History
Premier Banker / Branch Engagement Banker
Flushing Bank / Oceanfirst Bank
Uniondale, NY
12.2020 - Current
- Promoted from Premier Banker to Branch Engagement Banker based on strong performance, client relationship management, and support for branch success.
- Maintained one of the highest cross-sell performance rates in the area.
- Developed attorney partnerships, enhancing client relationships and expanding the branch's client base.
- Referred clients for investment services, business loans, and merchant services.
- Helped RXR Branch meet 2025 non-interest income targets.
- Managed daily operations and prepared audit materials as Officer in Charge, ensuring compliance and operational efficiency for RXR Branch.
- Engaged in regular conference calls to strengthen banking relationships and ensure effective communication. to support banking relationship discussions.
Personal Banker
Citibank
Rockaway Park, NY
02.2011 - 12.2020
- Achieved top-tier sales performance across region through dedicated efforts and strategic client engagement.
- Met and exceeded goals for DDA loans and business solutions.
- Grew existing book of business by fostering relationships and conducting follow-ups with clients.
- Delivered Spanish-language service to support client communication and account needs.
- Enhanced floor coverage and streamlined daily operations to boost overall efficiency.
Sales & Customer Service Consultant
Randstad
White Plains, NY
01.2011 - 02.2011
- - Recruited to launch a new remote sales force
- - Matched talent to client needs, improving client retention and satisfaction rates.
- Facilitated client interactions to drive business growth through active client engagement.
Assistant Branch Manager
Astoria Federal Savings
Rockville Centre, NY
01.2009 - 01.2011
- - Led team of 14, providing ongoing training to enhance skills and performance
- - Oversaw operations of a top-producing $110M branch
- - Ensured compliance with regulatory standards to maintain operational integrity
Assistant Manager / Branch Relationship Banker
HSBC
Huntington Station, NY
01.2007 - 01.2009
- - Directed operations for a $120M branch
- - Conducted monthly strategy meetings and led training on policy implementation to enhance team understanding
- - Ensured compliance with audit requirements while developing sales plans to align with organizational goals
Assistant Banking Center Manager
Bank of America
Hempstead, NY
01.2001 - 01.2007
- - Managed one of the top-performing banking centers
- - Delivered consistent results in loans, products, and compliance, contributing to center's success
- - Cultivated long-term client relationships, resulting in increased new accounts
- - Mentored staff and implemented fraud-prevention measures, enhancing overall security
Education
MBA - Management
New York Institute of Technology
Old Westbury, NY05-2000
BS - Business Administration
New York Institute of Technology
Old Westbury, NY05-1997
Skills
- Portfolio Development & Growth
- Management Portfolio High-Net-Worth Client
- Cross-selling growth
- Investment Advisory
- Strategic Partnerships
- Client Relationship Management
- Operational excellence
- Team leadership
- Relationship Management
- Client Retention
- Growing Customer Assets
Languages
Fluent in English and Spanish
Timeline
Premier Banker / Branch Engagement Banker
Flushing Bank / Oceanfirst Bank
12.2020 - Current
Personal Banker
Citibank
02.2011 - 12.2020
Sales & Customer Service Consultant
Randstad
01.2011 - 02.2011
Assistant Branch Manager
Astoria Federal Savings
01.2009 - 01.2011
Assistant Manager / Branch Relationship Banker
HSBC
01.2007 - 01.2009
Assistant Banking Center Manager
Bank of America
01.2001 - 01.2007
MBA - Management
New York Institute of Technology
BS - Business Administration
New York Institute of Technology