Real Estate Agent

• 2021 - Present

AVP

• Oct 2014 - Dec 2021

Branch Manager

• Nov 2012 - Oct 2014

Financial Specialist  Developed and cultivate new and existing client relationships of high net worth individuals and their related business.  Follow up with existing clients frequently, in order to maintain a long relationship as well as build on bringing in referrals.  Create new clientele by going out and attending community and business professionals networking events.  Responsible for being a mentor to new employees of Sovereign/Santander Financial Specialist program.  In charge of coaching and helping develop different sales techniques for branch personnel. Show less

Chase Private Client

• Mar 2010 - Nov 2012

Private Client Banker  Collaborate with partners regarding development and implementation of cross selling initiatives.  Conceptualized strategic financial plans for clients based on results of comprehensive needs assessments.  Recommended retail and private banking deposit, credit and investment solutions.  Actively managing the banking relationship and ensuring the client receives the best products and services. Private Client Banker  Collaborate with partners regarding development and implementation of cross selling initiatives.  Conceptualized strategic financial plans for clients based on results of comprehensive needs assessments.  Recommended retail and private banking deposit, credit and investment solutions.  Actively managing the banking relationship and ensuring the client receives the best products and services.

Personal Banker

• Jun 2009 - Mar 2010

 Responsible for offering financial products to both existing and new to bank customers.  Met sales and consumer goals by proactively meeting and greeting customers in the branch.  Work closely with business and lending departments to generate more efficient business opportunities.  Worked assigned book of business to bring in outside deposits.  Responsible for offering financial products to both existing and new to bank customers.  Met sales and consumer goals by proactively meeting and greeting customers in the branch.  Work closely with business and lending departments to generate more efficient business opportunities.  Worked assigned book of business to bring in outside deposits.

Personal Banker/ Supervisor

• Nov 2007 - Jun 2009

 In charge of supporting Branch Manager and Assistant Branch Manager with daily operations and reports.  Worked closely with Branch personal on maintaining superior Branch audit controls.  Followed up with current clients to make sure they are taking advantage of all the products and services the bank offered.  Set up on-site locations to introduce services offered to prospective clients.  In charge of supporting Branch Manager and Assistant Branch Manager with daily operations and reports.  Worked closely with Branch personal on maintaining superior Branch audit controls.  Followed up with current clients to make sure they are taking advantage of all the products and services the bank offered.  Set up on-site locations to introduce services offered to prospective clients.