Experience

saki

• 1 - 100 Employee

• Self Employed

  • Jan 2012 - Present

  Greater Philadelphia Area



Wells Fargo

• Home Mortgage Consultant

  • Nov 2015 - Mar 2016



TD

• Canada
• Banking
• 700 & Above Employee

• Financial Services Representative

  • Jul 2014 - Oct 2015

  PA State Licensed Financial Rep specializes in selling annuities (index and fixed-index) and life insurance in addition to everyday banking products.



Citizens

• United States
• Banking
• 700 & Above Employee

• Senior Banker II / Assistant Manager

  • 2010 - 2014

  Greater Philadelphia Area Support Branch Manager by overseeing the efficient operation of the branch ensuring all operational functions are completely and properly performed by the staff. I advise clients and provide comprehensive financial advice in regards to financial matters including but not limited to everyday banking, short or long-term savings, various types of loans, home lending, mortgages, investments, and more. I also originate and close home equity lines and loans (up to 100 applications per… Show more Support Branch Manager by overseeing the efficient operation of the branch ensuring all operational functions are completely and properly performed by the staff. I advise clients and provide comprehensive financial advice in regards to financial matters including but not limited to everyday banking, short or long-term savings, various types of loans, home lending, mortgages, investments, and more. I also originate and close home equity lines and loans (up to 100 applications per quarter) as well as open a vast array of personal and business accounts. I am also a Certified Branch Business Banker, working directly with the local small business community to meet their business banking and business lending needs and to grow our footprint and deepen business relationships within the territory. I am also a consistent top performer in sales averaging at 200% over goal in annual sales average. Coaching, mentoring and training current and new hires in sales and operations. Working directly with partners from mortgage, investment, premier and private banking divisions to identify quality referrals. Overseeing the authorization and authentication of high-risk and/or high-dollar banking transactions, as well as providing overriding where necessary. Processing international and domestic wire transfers. All duties are performed within a set framework of rules, regulations, policies and procedures. Job requires a high level of precision, determination, mathematical mindedness and professionalism. Show less



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• Senior Banker

  • Oct 2007 - Nov 2010