Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Steven Troise

Lindenhurst,NY

Summary

Determined banking professional and account manager eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele. Hardworking and passionate with strong organizational skills eager to help team achieve company goals.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Private Client Banker

Webster Bank
03.2022 - 03.2023
  • Drive the establishment and sustenance of a Private Banking portfolio by leveraging an extensive network of professional connections. Effectively manage relationships with affluent clients, prospects, and referral sources to ensure mutually beneficial engagements.
  • Craft tailored and all-encompassing banking solutions and strategies that align precisely with the unique requirements of clients. Employ an in-depth understanding of their financial aspirations to deliver personalized recommendations and guidance.
  • Collaborate closely with the Business and Private Banking teams to actively contribute to the expansion, retention, and deepening of client relationships. Utilize your expertise to support these endeavors and facilitate the achievement of organizational growth objectives.
  • Formulate comprehensive financial plans, encompassing both short and long-term perspectives, for clients seeking to attain their financial objectives. Continuously monitor and update these plans to ensure they remain aligned with client goals, thereby fostering financial success and security.

Client Support Specialist, Remediation Team Lead

Capital One Bank N.A
05.2019 - 02.2022
  • As a Client Support Specialist, I demonstrated a strong commitment to delivering exceptional customer service and support. I effectively managed 8-10 Books of Business, each comprising over 50 clients. By fostering high-quality relationships in collaboration with bankers, I consistently built, maintained, and expanded existing and new client connections.


  • My proactive approach to relationship development involved identifying and capitalizing on deposit opportunities, treasury services, merchant solutions, and credit relationships, thereby driving overall household growth for the bank. Through a focus on cross-selling and providing superior service, I successfully deepened client relationships and positioned the bank for future business opportunities.


  • In my role as the team lead for the PPP Middle Office Remediation team, I exhibited strong leadership capabilities. I was responsible for training and developing a group of contractors hired by Capital One to assist with the workload associated with the Origination and Forgiveness phases of the PPP process. I conducted daily activities such as reviewing loan documents, leading stand-up meetings, providing coaching and training, and actively contributing to the development and enhancement of new processes for remediation work. Furthermore, I demonstrated proficiency in building, executing, and maintaining risk and regulatory controls to ensure compliance and mitigate potential risks.


  • Additionally, I engaged in case management activities and services within a multidisciplinary team, effectively collaborating and coordinating efforts to achieve desired outcomes.


Market Manager

Capital One Bank N.A
08.2013 - 09.2018
  • Assessed clients' financial requirements and provided expert guidance to facilitate the achievement of their goals through effective financial management.


  • Supported department managers by overseeing key operational aspects, including staffing allocation, overtime management, travel and expense coordination, and supply planning, ensuring efficient workflow and adherence to budgetary guidelines.


  • Facilitated the development of associates by coordinating special projects for Market Executives, enabling skill enhancement and professional growth within the team.


  • Exhibited a strong commitment to risk management by promptly identifying and addressing any risk gaps, implementing remediation measures to mitigate potential issues.


  • Demonstrated exceptional audit performance by consistently achieving satisfactory results in BAR Branch audits, successfully eliminating re-occurring or inadequate assessments.


  • Consistently met and exceeded monthly sales targets by actively pursuing new business opportunities and leveraging effective sales strategies, resulting in enhanced revenue generation.


  • Prepared and delivered compelling sales presentations to clients, showcasing the success and credibility of products and services offered, thereby instilling confidence and fostering long-term partnerships.


  • Served as a liaison between senior management and front-line team members, effectively communicating and implementing strategic changes to revitalize market growth and optimize operational outcomes.


  • Drove profitability by developing robust pipelines through the implementation of targeted marketing and sales strategies, maximizing revenue generation and contributing to overall business success.

Retail Relationship Banker

J.P. Morgan Chase Bank
03.2011 - 08.2013
  • Collaborated seamlessly with the branch manager and cross-functional partners, encompassing Loan Officers, Financial Advisors, and Business Bankers, to proactively refer business opportunities and provide comprehensive customer assistance.
  • Distinguished as a dedicated Private Client Banker, actively championing the interests of high net worth clients within the branch. Offered personalized financial guidance and support tailored to their distinctive requirements.
  • Championed customer satisfaction initiatives across departments, strategically elevating service ratings through targeted engagement efforts.
  • Consistently garnered commendable feedback from both management and branch team members, as well as clients. Accomplished this while consistently achieving sales targets and meeting campaign objectives.

Education

Business Management

Suffolk Community College
Long Island, NY

Project Management

SUNY Stony Brook
Stony Brook, NY
09.2023

Skills

  • Account Management
  • Project Management
  • Financial Processes Understanding
  • Policy Development and Implementation
  • Credit Management
  • Staff Evaluations
  • Client Inquiry Management
  • Business Development

Accomplishments

  • Achieved 2015 Western Suffolk "Branch Manager of The Year" by elevating the North Babylon Branch in key performance indicator (KPI) ranking from low 800's to number 69 in the country with strong leadership and a dedicated business plan.
  • Selected as Remediation Team Lead for Capital One's PPP loan program during the Covid 19 pandemic.

Certification

  • Series 7 & 63 Licensed: 2008 - 2021 (CRD 5503145)
  • PMP (Expected 10/23)
  • NMLS ID 626827 – Federally & State Registered
  • New York State Life & Health Insurance Licensed
  • Lean Six Sigma White, Yellow, & Green Belt Certifications
  • Experienced with Google Workspace , Microsoft Office Suite: Word, Excel, Power Point, Internet Explorer, UNIFI, Touch Point, Sales Force, Jira.

Timeline

Private Client Banker

Webster Bank
03.2022 - 03.2023

Client Support Specialist, Remediation Team Lead

Capital One Bank N.A
05.2019 - 02.2022

Market Manager

Capital One Bank N.A
08.2013 - 09.2018

Retail Relationship Banker

J.P. Morgan Chase Bank
03.2011 - 08.2013

Business Management

Suffolk Community College

Project Management

SUNY Stony Brook

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Steven Troise