Summary
Overview
Work History
Education
Skills
Timeline
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Timothy Basso

Timothy Basso

St. Petersburg,FL

Summary

Proven Financial Relationship Consultant with a track record of enhancing client satisfaction and retention at Regions Bank through expert relationship management and problem-solving aptitude. Skilled in financial analysis and portfolio management, consistently achieving client financial goals. Demonstrates excellent communication and teamwork, significantly contributing to branch revenue growth. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

15
15
years of professional experience

Work History

Financial Relationship Consultant - Team Lea

Regions Bank
10.2022 - Current
  • Enhanced client retention rates by addressing concerns promptly and providing excellent customer service.
  • Consistently ranked first out of 15 for lowest client attrition (less than 5%)
  • Successfully managed customer satisfaction survey process and results for office.

Investment Representative

Fifth Third Bank
10.2016 - 10.2022
  • Developed strong relationships with clients for long-term retention and increased assets under management.
  • Successfully grew revenue for assigned book of clients 20% year over year.
  • 2021 Bank Leadership Team representing South Florida
  • 2020 Peer group leader client retention

J.P. Morgan Chase Bank

Financial Advisor
04.2009 - 09.2016
  • Enhanced branch revenue by identifying opportunities for cross-selling additional products and services.
  • Developed and effectively utilized process for regular client outreach
  • Increased client satisfaction and retention by providing personalized investment plans tailored to individual needs.
  • 2011 - 2015 JP Morgan Asset Management Award for sales, including 2015 Gold Award.
  • 2013 - 2015 Top 10 nationally in use of JP Morgan Customized Financial Analysis (proprietary financial planning software)

Education

High School Diploma -

Berean Christian High School
Walnut Creek, CA

Skills

  • Relationship building and management
  • Excellent Communication
  • Problem-solving aptitude
  • Problem-solving abilities

Timeline

Financial Relationship Consultant - Team Lea

Regions Bank
10.2022 - Current

Investment Representative

Fifth Third Bank
10.2016 - 10.2022

J.P. Morgan Chase Bank

Financial Advisor
04.2009 - 09.2016

High School Diploma -

Berean Christian High School
Timothy Basso