Xavier St. Bellini
Business Banker
Wesley Chapel,FL
Summary
Results-focused Banking professional with strength in building Client rapport while On-boarding New customers for all the banking needs and providing analysis of products acquisition necessary for protection. Proactive leader with strengths in communication and collaboration. Proficient in leveraging contract knowledge and liability knowledge to promote a deeper look at products such as banking products. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. Managing the Book of Business for Small Business Owners, and Lending Customer.
Overview
10
10
years of professional experience
Work History
Business Solution Advisor
Bank of America
Tampa, FL
11.2022 - Current
- engaging with high value clients, focused on developing and maintaining profitable lending and deposit relationships with both new and existing small business clients. Your role will be to build and deepen small business relationships, actively connect with clients and execute consistent follow-up routines to meet their needs.I consult with clients and prospects to understand both their business and life priorities, while working with various channel partners as part of one team that delivers exceptional client care focused on all aspects of the client’s needs.
Senior Relationship Banker Business/Lending Specialist
Truist
Tampa, FL
05.2021 - 11.2022
- Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships
- Provides financial solutions that meet client needs base on consultative conversations and referrals to other business partners for additional business growth opportunities
- May be cross trained to assist with teller transactions as needed
- Essential Duties and Responsibilities Pursued continued professional development through banking workshops, course and webinars
- Engaged customers and provided high level of service by carefully explaining details about documents
- Asked probing questions to determine service needs and accurately input information into electronic system delivered high level of service and support to each customer, paving way for future business opportunities
- Upheld all compliance standards for banking sales.
New Member Acquisitions Senior
USAA
Tampa, FL
09.2018 - 04.2021
- Provided timely and accurate information to new members regarding their membership benefits and services.
- Conducted orientations for new members, introducing them to the organization's mission and programs.
- Assisted in designing educational materials for new member orientation sessions.
- Organized events such as seminars, workshops, webinars and online forums to help educate new members on the organization's offerings.
- Maintained records of all activities related to new member education.
- Coordinated with staff members to ensure that appropriate resources were available for each event or activity.
Branch Manager
Suntrust Bank
04.2014 - 05.2018
- Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships
- Provides financial solutions that meet client needs base on consultative conversations and referrals to other business partners for additional business growth opportunities
- May be cross trained to assist with teller transactions as needed
- Essential Duties and Responsibilities Pursued continued professional development through banking workshops, course and webinars
- Engaged customers and provided high level of service by carefully explaining details about documents
- Asked probing questions to determine service needs and accurately input information into electronic system delivered high level of service and support to each customer, paving way for future business opportunities
- Upheld all compliance standards for banking sales.
Education
Pasco Community College
Navy Training School for Management and Training Casualty Insurance Agent
Skills
- Accounting skills
- Banking Solutions
- Investment and Premier Solutions
- Call center inbound and outbound
- Deadline-oriented Banking Solution
- Customer service orientation
- Asset protection expertise
- Policy adjustment knowledge
- Investment solutions
- MS Office
- Communication
- Financial Goal Planning
- Investment Performance Reporting
- Salesforce
- Market Trends Monitoring
- Portfolio Management
- Financials Analysis
- Client Relations
Leadership Experience
Training Officer, United Stated Navy, 08/2000, 11/2001, Tampa, FL
References
Available upon request.
Timeline
Business Solution Advisor
Bank of America
11.2022 - Current
Senior Relationship Banker Business/Lending Specialist
Truist
05.2021 - 11.2022
New Member Acquisitions Senior
USAA
09.2018 - 04.2021
Branch Manager
Suntrust Bank
04.2014 - 05.2018
Pasco Community College
Navy Training School for Management and Training Casualty Insurance Agent
Similar Profiles
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Andre S. ElphicAndre S. Elphic
Financial Center Assistant Manager at Bank of AmericaFinancial Center Assistant Manager at Bank of America
Jermaine RiddleJermaine Riddle
Fraud Specialist at Bank of AmericaFraud Specialist at Bank of America
Catalina RochaCatalina Rocha
Sales Agent/Customer Service at Open Access InsuranceSales Agent/Customer Service at Open Access Insurance