Thomas Morgan
Ashburn ,VA
Summary
Dynamic Senior Banker with a proven track record at Bank of America, excelling in portfolio management and risk assessment. Cultivated strong client relationships, driving referrals and expanding the customer base. Expert in fraud detection and prevention, while mentoring junior staff to enhance team performance and strategic planning capabilities.
Overview
3
3
years of professional experience
Work History
Senior Banker
Bank of America
Reston, VA
03.2022 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
- Evaluated credit risk exposure of existing clients regularly, taking necessary actions to minimize potential losses in a timely manner.
- Checked accounts for fraud and provided law enforcement with relevant details.
Education
High School Diploma -
Eastern View High School
Culpeper, VASkills
- Analyzing data
- Fraud prevention
- Fraud detection
- Risk management
- Portfolio management
- Strategic planning
- Branch operations
Languages
Japanese
Elementary
Spanish
Elementary
Timeline
Senior Banker
Bank of America
03.2022 - Current
High School Diploma -
Eastern View High School