Wesley Estevez
Methuen,MA
Summary
Highly motivated and detail-oriented with experience in Accounting, Tax compliance, Financial Services, Banking and Sales. Fluent speaker and writer in English and Spanish. Skilled in analyzing financial data and identifying potential issues, with a strong ability to communicate complex information in a clear and concise manner. Adept at working independently or as part of a team in a fast-paced and deadline-driven environment. Committed to delivering exceptional customer service and maintaining the highest standards of integrity and professionalism.
Overview
7
7
years of professional experience
Work History
Senior Relationship Banker
M&T Bank
08.2024 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Resolved complex customer issues, resulting in increased trust and loyalty among coworkers and clients.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Mentored tellers, universal bankers and Relationship Bankers
- Daily outreach phone calls and business visits in effort to bring business relationships to M&T Bank
- Run weekly team meetings and one on one's to coach and track team progress
Tax Accountant II
Jacqueline Business Services
01.2022 - Current
- Drive in new business clients through referrals generating more revenue and building relationships
- Prepare over 600 tax returns consisting of: individual, partnership, and corporations while ensuring deadlines are met
- Manage and Maintain communication and relationships with a minimum of 10 payroll/book keeping clients whom pay for services on a monthly basis
- Client engagements from start to finish (planning, executing, directing, and completing tax projects).
- Guiding clients through the process of registering their businesses while ensuring full compliance with state regulations and obtaining necessary licenses and permits.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Delegate tasks to my team ensuring work is efficiently being completed increasing client satisfaction
Relationship Banker
M&T Bank
01.2024 - 08.2024
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Prioritized team work and embodied leadership
Relationship Associate/Advisor
Enterprise Bank
02.2021 - 01.2022
- Assist customers while contributing to sales growth of the Bank
- Identify financial needs, process transactions efficiently and offer appropriate products or services
- Open personal and business accounts for customers while offering additional products
- Create bank checks, process wire transfers and consumer loans
- Construct client portfolio's and follow up with each client periodically
- Serve as a trusted advisor
Customer Service Representative
TD Bank
08.2019 - 02.2021
- Providing a welcoming environment and exceptional customer service
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Identified sales opportunities and referred customers to branch partners in financial services.
Summer Intern
Sentinel Benefits & Financial Group, Wealth Management
06.2019 - 08.2019
- Attended one-on-one/virtual client meetings to discuss yearly account reviews
- Operated Microsoft Excel to organize company data, projects, and volunteer events
- Sit in group settings to discuss retirement plan accounts and discover new opportunities for portfolio growth
- Front desk duties: answering phone calls, directing guests and forwarding messages
- Assist advisors with work agendas
Teller I
TD Bank
06.2018 - 06.2019
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Assisted with training of new tellers on policies and procedures.
- Processes Teller transactions for customers including servicing customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verifying currency, balancing cash drawer, and night deposits.
Education
Bachelor of Science - Business Administration
University of Massachusetts Lowell, Manning School of Business
Lowell, MA08.2020
Associate of Science - Business Administration
Northern Essex Community College
Haverhill, MA05.2018
No Degree -
Providence College
Providence, RIHigh School Diploma -
St. John’s Preparatory School
Danvers, MA05.2016
Skills
- Bilingual
- Accounting
- Financial Services
- Banking
- Sales
- New Business Development
- Time Management
Timeline
Senior Relationship Banker
M&T Bank
08.2024 - Current
Relationship Banker
M&T Bank
01.2024 - 08.2024
Tax Accountant II
Jacqueline Business Services
01.2022 - Current
Relationship Associate/Advisor
Enterprise Bank
02.2021 - 01.2022
Customer Service Representative
TD Bank
08.2019 - 02.2021
Summer Intern
Sentinel Benefits & Financial Group, Wealth Management
06.2019 - 08.2019
Teller I
TD Bank
06.2018 - 06.2019
Bachelor of Science - Business Administration
University of Massachusetts Lowell, Manning School of Business
Associate of Science - Business Administration
Northern Essex Community College
No Degree -
Providence College
High School Diploma -
St. John’s Preparatory School
Similar Profiles
Ramya PatchikuraRamya Patchikura
Sr Software Engineer (SE III) at M&T BankSr Software Engineer (SE III) at M&T Bank
IVANNA ALASIVANNA ALAS
AVP - BRANCH MANAGER at M&T BankAVP - BRANCH MANAGER at M&T Bank
Gerardo Portillo MolinaGerardo Portillo Molina
SVP, Commercial Senior Relationship Manager at M&T BankSVP, Commercial Senior Relationship Manager at M&T Bank