Sara Goldman
Reston,VA
Summary
Current Financial Center Manager with over 10 years of experience in banking.
Overview
14
14
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch
06.2024 - Current
- Maximized profitability of managed accounts through strategic asset allocation decisions based on individual risk profiles.
- Collaborated with team members to design and implement comprehensive wealth management strategies for clients.
- Increased assets under management by actively building and maintaining strong client relationships.
- Continuously enhanced professional knowledge by attending relevant training courses, workshops, conferences, or seminars.
- Developed comprehensive financial plans to help clients achieve their short-term and long-term financial goals.
- Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
- Enhanced client satisfaction by providing tailored financial solutions and personalized investment advice.
- Achieved revenue growth targets by cross-selling bank products and services to existing clients.
Vice President; Financial Center Manager
Bank Of America
10.2015 - 05.2024
- Manage escalated client interactions by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Train and mentor junior banking staff to maximize performance, efficiency and compliance. Foster career growth among my team resulting in their promotions to management and specialized lines of business.
- Act as a mentor to new Financial Center Managers within the market, helping them to drive optimal performance around revenue generation, client care and risk mitigation within their respective financial centers.
- Entrusted to handle client escalations for the Arlington/Alexandria while the market leader is out of the office/unavailable.
Officer; Assistant Manager
Bank Of America
06.2011 - 09.2015
- Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
- Increased efficiency and team productivity by promoting operational best practices.
- Identified potential fraud/risks identified within the financial center and escalated to the appropriate departments.
Education
Bachelor Of Arts - Economics
University of Virginia
Charlottesville, VA05.2011
Skills
- Financial Expertise
- Critical Thinking
- Operational Excellence
- Client Satisfaction
- Complex Problem-Solving
- Bank Transaction Processing
Achievements
2021 Market Leader Development Program participant, 2021 Valiant Award recipient, Better Money Habits Champion, 2022 YearUp Mentor, 2022 Intergenerational Network Ambassador.
Licenses
Series 7, Series 66
Timeline
Financial Solutions Advisor
Merrill Lynch
06.2024 - Current
Vice President; Financial Center Manager
Bank Of America
10.2015 - 05.2024
Officer; Assistant Manager
Bank Of America
06.2011 - 09.2015
Bachelor Of Arts - Economics
University of Virginia
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