A highly creative, goal oriented professional with solid banking and financial experience. Highly organized with the ability to manage multiple projects and meet deadlines. A strong work ethic combined with a commitment to excellence in all projects undertaken. A team player, working effectively with sales, financial services, and senior management in accomplishing objectives. NYS Notary Public.
Work History
Relationship Manager
6 Years 5 Months
Signature Bank/Flagstar Bank | 03.2020 - Current
Cultivated strong client relationships through personalized communication and tailored financial solutions.
Facilitated cross-department collaboration to streamline service delivery and improve response times for client requests.
Led training sessions to enhance staff knowledge of banking regulations and compliance standards, ensuring adherence across teams.
Mentored team fostering skill development and promoting a culture of excellence within the team.
Managed complex account issues, providing timely resolutions while maintaining high levels of customer trust and loyalty.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
Enhanced team productivity by leading weekly strategy meetings focused on client engagement and conflict resolution.
Participated in staff meetings to discuss innovative strategies to improve services.
Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Senior Client Associate
2 Years 7 Months
Signature Bank | 08.2017 - 03.2020
Cultivated strong client relationships through personalized service and proactive communication.
Facilitated account management processes to ensure compliance with regulatory standards.
Streamlined operational workflows, enhancing efficiency in client onboarding procedures.
Mentored junior associates, fostering professional growth and team collaboration.
Collaborated with internal teams to resolve complex client inquiries effectively.
Facilitated knowledge sharing among colleagues, leading presentations on industry trends and best practices in client relationship management.
Consistently exceeded quarterly performance goals by effectively managing workload and prioritizing tasks according to organizational objectives.
Conducted regular reviews of client accounts, identifying areas for improvement or additional support as needed.
Achieved high levels of client retention through dedicated account management and personalized attention to individual needs.
Optimized internal processes for client onboarding, expediting the integration of new customers into our services.
Increased revenue by identifying and pursuing upselling opportunities within existing accounts.
Managed a diverse portfolio of clients, ensuring timely and accurate reporting on account activities.
Generated new business opportunities by nurturing long-term relationships with key clients.
Resolved complex issues for high-value clients, maintaining strong relationships and safeguarding company reputation
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Senior Financial Officer/Floater
2 Years 7 Months
Signature Bank | 01.2015 - 08.2017
Led daily branch operations, ensuring compliance with regulatory standards and internal policies.
Managed daily branch activities for optimal performance, ensuring compliance with banking regulations.
Assisted with complex transactions using overrides and functions requiring additional authorization levels.
Provided support to Private Client Group
Personal Banker
3 Years
COMMUNITY NATIONAL BANK | 12.2011 - 12.2014
Generate new business through presentation of bank products to customers and follow up.
Provide customer service, field and resolve account issues and consult customers.
Implement policy and procedure to ensure compliance.
Assist with daily operations of the branch.
Assist tellers with any discrepancies.
Review branch’s daily reports.
Acting supervisor when management is unavailable.
Perform internal audits.
Relationship Banker/Branch Designee
3 Years 1 Month
CAPITAL ONE BANK | 11.2008 - 12.2011
Recommended bank products based on analysis of client’s needs.
Fielded questions and resolved client’s issues.
Assisted in daily operations of the branch.
Assisted tellers and senior management with everyday tasks.
Performed internal audits.
Monitored and reviewed reports.
Acted as supervisor when management was unavailable.
Trained tellers on bank products and sales techniques.
Head Teller
2 Years 8 Months
CAPITAL ONE BANK | 03.2006 - 11.2008
Processed deposits, withdrawals, transfers, and other transactions in accordance with established policies and procedures.
Promoted and educated clients about bank products.
Assisted clients with basic inquiries.
Balanced cash fund daily.
Trained and supervised tellers.
Assisted tellers with any discrepancies.
Performed monthly audit of the teller unit.
Education
High School - General Studies, Mathematics, English, Business Administration and Accounting
Zeeburg High School | Zeeburg, Guyana | 01.1999
Skills
Microsoft Word
Microsoft Outlook
Exemplary communication and presentation skills. Computer literate.
Timeline
Relationship Manager
Signature Bank/Flagstar Bank
03.2020 - CurrentRead More
Senior Client Associate
Signature Bank
08.2017 - 03.2020Read More
Senior Financial Officer/Floater
Signature Bank
01.2015 - 08.2017Read More
Personal Banker
COMMUNITY NATIONAL BANK
12.2011 - 12.2014Read More
Relationship Banker/Branch Designee
CAPITAL ONE BANK
11.2008 - 12.2011Read More
Head Teller
CAPITAL ONE BANK
03.2006 - 11.2008Read More
Zeeburg High School
High School from General Studies, Mathematics, English, Business Administration and Accounting