Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic

Victor Sevounts

Somerville,MA

Summary

Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.

Overview

4
4
years of professional experience

Work History

Relationship Manager

Bank of America
Boston, MA
10.2024 - Current
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Recommended new financial and accounting software packages. replacing various non-integrated offerings.
  • Communicated with stockholders or other investors to provide information or raise capital.
  • Participated in networking events and industry conferences to attract new clients.
  • Coordinated preparation of external audit materials and external financial reporting.
  • Ensured compliance with regulatory standards and company policies in all client interactions.
  • Prepared and presented detailed reports on client account status and growth opportunities to senior management.
  • Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
  • Provided expert financial advice to clients, enhancing their decision-making process.

Small Business Banker

Scotiabank
Laval, Quebec
05.2022 - 01.2024
  • Liaised between bank branches regarding best practices and operations.
  • Advised customers on bank products, services and financial planning options.
  • Negotiated terms and conditions of loans with customers based on creditworthiness analysis results.
  • Identified areas of potential growth within a customer's portfolio by recognizing trends in their industry sector.
  • Enhanced relationships by providing excellent service to small business customers.
  • Analyzed customer portfolios in order to recommend appropriate banking products and services.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Consulted with small business customers to determine needs and means and propose personalized banking solutions.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.

Personal Banking Advisor

TD Bank
St-Jerome, Quebec
11.2020 - 05.2022
  • Researched account information regarding loans and deposits.
  • Maintained customer data confidentiality while inputting information into system.
  • Reviewed loan applications from potential borrowers and determined creditworthiness according to bank policies.
  • Monitored economic trends to forecast impacts on banking operations and advise clients accordingly.

Education

BBA - Business Administration

Southern New Hampshire University
Hooksett, NH
12-2025

College Diploma - Social Sciences With Mathematics

Cegep St-Laurent
Montreal
09-2019

High School Diploma -

College Letendre
Laval
09-2017

Skills

  • Loans
  • Relationship building and management
  • Solution management
  • Client acquisition
  • Financial planning processes
  • New business generation

Languages

English
Professional
French
Professional
Russian
Professional

Accomplishments

  • Recipient of Champions Award at TD Canada Trust
  • Silver Medalist in Golden Gloves Boxing

Timeline

Relationship Manager

Bank of America
10.2024 - Current

Small Business Banker

Scotiabank
05.2022 - 01.2024

Personal Banking Advisor

TD Bank
11.2020 - 05.2022

BBA - Business Administration

Southern New Hampshire University

College Diploma - Social Sciences With Mathematics

Cegep St-Laurent

High School Diploma -

College Letendre

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Victor Sevounts