Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sabohon Nispiros

AVP, Relationship Manager
Folsom,CA

Summary

High-achieving, experienced relationship manager with a background in sales and an understanding of how to build client loyalty. Dependable professional with dynamic communication skills, successful at excelling in fast-paced, competitive banking environments. Forward-thinking mindset and a demonstrated track record of accomplishments.

Overview

4
4
years of professional experience
2
2
years of post-secondary education
4
4
Languages

Work History

AVP, Relationship Manager

Five Star Bank
10.2023 - Current
  • Provided exceptional customer service, addressing concerns promptly and maintaining long-term client retention.
  • Managed diverse portfolio of high-net-worth clients, resulting in expanded revenue growth.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Offered competitive commercial banking solutions and retail banking options.
  • Implemented strategies for client retention, resulting in increased repeat business and referrals.
  • Developed strong rapport with clients through consistent follow-up and attention to detail.
  • Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
  • Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
  • Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
  • Served as primary point-of-contact for questions or concerns from clients during ongoing projects.
  • Advocated for client needs within organization, fostering culture that prioritizes customer-centricity across all departments.
  • Enhanced customer satisfaction by promptly addressing and resolving online banking inquiries.
  • Contributed to increase in cross-selling success by identifying potential product or service needs among clients during interactions.
  • Maintained thorough knowledge of current financial products and services, enabling accurate information sharing with clients.

Preferred Banker

First Republic Bank
08.2020 - 10.2023
  • Developed and maintained strong customer relationships, providing exceptional service and advice in order to serve as knowledgeable client advocate and ensure tailored execution.
  • Managed personal book of business and established deeper client relationships while attending to needs of branch and Relationship Manager clients.
  • Provided advice on different financial options designed to safeguard client assets through trust and estate avenues.
  • Managed high-volume phone calls by applying conflict resolutions skills and extensive knowledge of banking policies, products, and services.
  • Evaluated client financial positions, identified and educated customers on features and benefits of most appropriate banking products and services.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Developed and implemented strategies to reduce risk and increase profitability.
  • Executed wire transfers, stop payments and account transfers, as well as setting up bill pay and lifestyle services.
  • Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
  • Maintained friendly and professional customer interactions.

Education

Bachelor of Science - Finance

San Francisco State University
San Francisco, CA
05.2020 - 05.2022

Skills

Commercial Banking

Timeline

AVP, Relationship Manager

Five Star Bank
10.2023 - Current

Preferred Banker

First Republic Bank
08.2020 - 10.2023

Bachelor of Science - Finance

San Francisco State University
05.2020 - 05.2022

Similar Profiles

CREATE PROFILE
Sabohon NispirosAVP, Relationship Manager