Tamara Wickramasinghe
127 Suffolk Ave. Pawtucket,RI
Summary
Licensed and results-driven Sr. Relationship Banker with over 12 years of experience in financial services, specializing in investment strategy, client engagement, and regulatory compliance. Proven ability to deliver remote and in-person advisory solutions that drive growth, deepen relationships, and exceed client expectations. Fully licensed across securities and insurance, with a passion for helping clients achieve financial freedom through ethical, personalized guidance. Known for exceptional conflict resolution, adaptability, and a deep commitment to serving every client according to their unique financial needs. Proud mother of a Harvard University Neuroscience graduate and a WPI Robotics Engineering student, reflecting a lifelong commitment to education, excellence, and empowerment.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Consumer & Business Sr. Relationship Banker
Santander Consumer USA
Norfolk, MA
04.2021 - Current
- Evaluated client financial positions and identified most appropriate banking products.
- Prospected for new business through networking, community outreach and customer referral generation.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Increased daily sales by 1% by upselling Consumer and Business banking products and financial services to customers.
Founder Managing Director
Ecco Zone Inc.
Elmhurst, NY
05.2017 - Current
- Conducted target market research to scope out industry competition & identify advantageous trends to determine optimal pricing of goods, services & highest consumer satisfaction ratings.
- Ensured outstanding customer satisfaction, streamline procedures & improve bottom-line profitability by 10%.
- Developed & executed marketing programs & operational solutions resulting higher traffic,sales & profit resulting level 1 performance .
Licensed Relationship Banker
Santander Consumer USA
705 High Street Westwood, MA
08.2019 - 04.2021
- Generated new business & referral clients in partnership with financial advisor, Mortgage officer & Business Manger.
- Monitored issues carefully & reached out to customers to provide immediate resolution & maintain satisfaction.
- Assisted customers with needs such as opening accounts,updating account details & signing up for new services..
- Developed & cultivated lucrative relationships with both new & existing clients through effective communication & exemplary interpersonal skills.
- Achieved goals for sale of bank products,services & exceeded performance metrics for customer service.
- Volunteered for extra shifts during pandemic shutdown & other busy periods to alleviate staffing shortages.
Bank Teller
Santander Bank
215 Main St. Pawtucket, RI
09.2018 - 08.2019
- Enthusiastically greeted customers & offered dedicated service during entire transaction, improving bank satisfaction ratings above 95% .
- Identified sales opportunities & referred customers to branch partners
- Volunteered at local CRA events, in addition to increased experience in community development ,social engagements & public speaking
- Maintained optimal financial controls by securing funds,making accurate transactions & doing dual control audits.
- Assisted customers in high traffic branches remained poised,professional even in high-stress situations & when dealing with irate individuals.
Restaurant Supervisor
Dunkin' Donuts
Staten Island, NY
12.2013 - 02.2018
- Monitored staff performance, enforcing adherence to policies, procedures, regulations, health codes, license requirements & top service standards.
- Organized team efforts to maximize production, efficiency & customer satisfaction
- Reduced store product loss by 5% by correctly calculating inventory ordering appropriate supplies
Education
Accounting
Spanish American Institute
215W 43rd Street Newyork,NY 1003612.1997
Skills
- Relationship building & management
- Analytical thinking ability
- Cross product selling
- Goal-oriented team player
- Marketing campaigns
- Compliance,banking laws & regulation
- Banking operations knowledge
- Equity & Fixed Income Markets
- Customer portfolio management
- Business Development
Accomplishments
Coordinated logistics for few community events to accommodate hundreds of guests as a committee member of S.L.A.N.E. Outreach to diverse organizations, and communities by volunteering
Timeline
Consumer & Business Sr. Relationship Banker
Santander Consumer USA
04.2021 - Current
Licensed Relationship Banker
Santander Consumer USA
08.2019 - 04.2021
Bank Teller
Santander Bank
09.2018 - 08.2019
Founder Managing Director
Ecco Zone Inc.
05.2017 - Current
Restaurant Supervisor
Dunkin' Donuts
12.2013 - 02.2018
Accounting
Spanish American Institute
Certification
Financial Markets Certification by Robert Schiller in Yale University, USA (April 2015)
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