William Bethancourt
Brentwood
Summary
Results-driven Relationship Banker known for exceptional productivity and efficiency in task completion. Specialize in customer relationship management, financial advising, and risk assessment to deliver optimal banking solutions. Excel in communication, problem-solving, and adaptability, ensuring seamless client interactions and satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
RELATIONSHIP BANKER
Bank of America
COMMACK
02.2024 - Current
- Informed customers of procedures for depositing checks and applying for ATM cards.
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
- Processed maintenance, operations and correspondence for new and existing accounts.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Built long-term relationships with customers by providing personalized service and support.
Financial Services Representative
TD Bank
ELWOOD
01.2021 - 02.2024
- Conducted comprehensive financial planning and analysis to identify client needs and goals.
- Utilized financial planning software to model scenarios and forecast financial outcomes for clients.
- Developed customized investment strategies to maximize returns and minimize risks.
- Collaborated with team members to develop and implement innovative financial solutions.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Cross-sold bank products and services based on customer needs to boost sales.
Education
Master of Science - HUMAN RESOURCE MANAGEMENT
STONY BROOK UNIVERSITY
STONY BROOK05-2022
Bachelor of Science - BUSINESS
Excelsior College
Albany, NY05-2020
Skills
- Financial planning
- Customer relationship management
- Investment strategies
- Cross-selling products
- Account management
- Regulatory compliance
Languages
English
Native/ Bilingual
Certification
- LIFE INSURANCE LICENSE
- NMLS
- NOTARY PUBLIC
Timeline
RELATIONSHIP BANKER
Bank of America
02.2024 - Current
Financial Services Representative
TD Bank
01.2021 - 02.2024
Master of Science - HUMAN RESOURCE MANAGEMENT
STONY BROOK UNIVERSITY
Bachelor of Science - BUSINESS
Excelsior College
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