RYAN RAMKISSOON
Bay Shore
Summary
Finance professional with extensive experience in banking, customer service, and asset management. Proven track record in generating new business and enhancing client relationships. Recognized for high productivity and efficient task execution. Expertise in financial planning, risk management, and effective communication ensures optimal client experiences.
Overview
14
14
years of professional experience
Work History
Premier Banker
Wells Fargo
Ronkonkoma
02.2024 - Current
- Expanded book of business by identifying opportunities to enhance relationships with mass-affluent clients.
- Developed tailored financial plans addressing complex deposit, investment, and lending needs.
- Served as primary contact for all banking-related inquiries from clients.
- Managed branch operations in absence of branch manager, ensuring uninterrupted service delivery.
- Prepared and presented weekly performance reports, highlighting trends and improvement areas.
- Resolved customer inquiries and complaints, ensuring compliance with regulations.
- Assisted branch staff with operational tasks and approved transactions as necessary.
- Collaborated with internal teams such as Risk Management and Compliance to ensure alignment.
Wealth Management Banking Specialist
Bank of America
New York
05.2021 - 02.2024
- Collaborated with Merrill Wealth Management advisors to promote banking and cash management solutions.
- Developed strong relationships by highlighting benefits of integrated banking services.
- Showcased specific advantages to clients, enhancing practice performance metrics.
- Achieved sales targets through consistent communication and commitment to service excellence.
- Partnered with bankers to devise strategies aligned with company metrics and personal growth.
- Served as primary resource for banking, technology, and procedural knowledge.
- Provided support and customer service related to banking products and services.
- Identified cross-selling opportunities based on client needs for additional banking products.
Air Traffic Controller (TRACON)
Federal Aviation Administration
Oklahoma City
09.2020 - 03.2021
- Gain the knowledge necessary to complete training to become a Certified Air Traffic Controller.
- Become knowledgeable in various aspects of the national air system, aircraft performance, weather, radar and separation minima.
- Progress through vigorous training and classroom instruction and pass various qualification exams and practical evaluations.
Private Client Banker(Small Business, Manager on duty)
JP Morgan Chase
Greenlawn
08.2011 - 09.2020
- Serve as the primary point of contact for prospective and current Chase Private Clients.
- Collaborate with my partners to tailor solutions on a case by case basis.
- Utilize my product knowledge and industry expertise to provide first class service and is both expedient and complete.
- Proactively work to identify new opportunities by actively working an existing book of business and branch traffic, while coaching my team to identify possible new business.
- Overcome client objections and explain the benefits of making Chase their primary financial institution for all their banking, investment and lending needs.
- In the absence of the branch manager, perform daily tasks of managing the branch, exceeding goals and remaining compliant with all rules and regulations.
- Perform supervisory overrides, using sound judgement and all pertinent information available.
- Perform audits and settle ATM's and cash recyclers.
- Address all client issues from complaints and escalate or resolve as appropriate.
- Identify new business prospects and either assist or refer to the appropriate business banker.
- Establish and manage small business relationships from account opening to recommending new products and services.
- Comply with all pertinent rules and regulations.
Education
BS - Economics
Stony Brook University
Stony Brook, NY05.2010
Skills
- FINRA Series 6 and 63
- New York Life and Health
- New York Notary Public
- Formal credit training
- Client relationship management
- Exceeding sales goals
- Sales strategies and execution
- Executive-level communication
Skills And Licenses
- FINRA Series 6
- FINRA Series 63
- New York State - Life and Health
- New York State - Notary Public
References
References available upon request.
Timeline
Premier Banker
Wells Fargo
02.2024 - Current
Wealth Management Banking Specialist
Bank of America
05.2021 - 02.2024
Air Traffic Controller (TRACON)
Federal Aviation Administration
09.2020 - 03.2021
Private Client Banker(Small Business, Manager on duty)
JP Morgan Chase
08.2011 - 09.2020
BS - Economics
Stony Brook University