YEVGENIY DORFMAN
Brooklyn,NY
Summary
Banking Specialist with 8+ years of experience in retail banking. Expertise in account management, loan processing, and financial product sales. Consistently exceeded sales targets and improved customer satisfaction ratings. Skilled in risk assessment, regulatory compliance, and building long-term client relationships. Adept at leveraging technology to streamline banking operations and enhance customer experience.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Sr. Specialist Relationship Banker
Santander Bank NA
11.2022 - Current
- Delivered an exceptional customer experience by acting with a customer-first attitude
- Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Generate personal and business loans; evaluating necessary documents to streamline the process
- Make personal connections, engages, and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Influences, educates, and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Works in partnership with Specialists (Financial Advisors, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs and cash management solutions.
Relationship Banker
JP Morgan Chase
05.2022 - 09.2022
- Building relationships & servicing consumer & business customers Delivering exceptional customer experience actively contacting clients via phone & email to deliver solutions & referring to branch partners when deemed necessary
- Managing assigned clients & proactively meeting with them to discover financial needs
- Helping on the platform with walk-in customers Making connections and building lasting relationships with consumer and business customers Consistently meeting with manager to discuss sales goals.
Personal Banker
JP Morgan Chase
Brooklyn, NY
10.2018 - 05.2022
- Help clients with banking servicing needs
- Process transactions on the teller line when needed
- Retain and deep customer relationship
- Teach clients how to use self-service options via online banking
- Introduction to branch partners (HLA, FA, RM) when appropriate
- Make difficult decisions to resolve customer issues while maintaining the highest level of customer service
- Fully complying with AML/BSA policies
Education
BS Business Management -
Touro college
Skills
- Analytical solutions
- Risk assessments
- Compliance Adherence
- KYC-AML protocols
- Time Management
- Leadership
- Bilingual (Russian)
Certification
- Series 6
- Series 63
- Life Accident & Health
Referrals
available upon request
Timeline
Sr. Specialist Relationship Banker
Santander Bank NA
11.2022 - Current
Relationship Banker
JP Morgan Chase
05.2022 - 09.2022
Personal Banker
JP Morgan Chase
10.2018 - 05.2022
BS Business Management -
Touro college