Experience

MerchantX LLC

• United States
• Financial Services
• 1 - 100 Employee

• Sales Agent

  • Mar 2018 - Present

  Designing and implementing complicated point-of-sale (POS) systems to a variety of businesses. Canvassing Brooklyn and Manhattan for new business. Mostly on foot and through word of mouth Building a network of 45-50 consistent monthly customers, and maintaining those relationships on a daily basis Negotiating rates to maintain profitable margins, while retaining customers in a highly competitive market Providing custom-tailored advice and assistance to business owners to maximize growth/efficiency Show less



City National Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President - Sr. Private Client Management

  • Sep 2016 - Feb 2018

  Oversaw the risk associated with the operational aspects of client servicing and transaction processing for the largest CNB portfolio in our NE division Sold and provided demonstrations of SAAS banking products to a variety of businesses in the NYC/NJ market Retained and grew client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and family offices Delivered a high degree of personal contact and open communication among clients and our internal team that creates a superior client experience Managed client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients Resolved client inquiries/complaints and identifying cross-selI opportunities by assessing deposit portfolio and client needs Show less



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Assistant Vice President - Client Service Officer

  • Jan 2014 - Sep 2016

  Managed and executed client transactions with respect to business and individual banking, credit and escrow products, while adhering to strict regulatory guidelinesDelivered wealth management services and recommendations to partners of top-tier law firmsObtained appointments with clients to deepen new or existing relationshipsReconciled the day-to-day financial operations of various law firms and their operating accounts

• Account Executive / Personal Banker

  • Aug 2010 - Jan 2014

  Creating and managing a sales plan delineating optimal methods for achieving sales goals through interaction with clients, prospects, internal partners, and other external contacts and through engaging in events and other marketing activities.Establishing relationships with high net-worth individuals regarding their entire financial relationships.Executing integrated sales, relationship, and credit strategies that are aligned with the bank's business plan.Cultivating partnerships with segment partners (Brokerage, Mortgage, Relationship Managers, Financial Advisors) to obtain and provide appropriately qualified referrals; meeting periodically with segment partners to review goals, discuss strategies, and solicit feedback.Understanding and consistently adhering to operational controls to ensure the safety and security of client and bank assets; remaining in compliance with regulatory training.Managing a pipeline of personal lending products (Home equity lines of credit, mortgages, personal and commercial loans, etc). Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Universal Banker

  • 2007 - 2010

  Working closely with affluent clients regarding their personal finances and referring them to the proper investment and mortgage consultants Regularly exceeded monthly sales and cross-sales goals Networking with various business owners and determining which products would benefit them the most Performing on-site visits (schools, local businesses) to open new accounts Working closely with affluent clients regarding their personal finances and referring them to the proper investment and mortgage consultants Regularly exceeded monthly sales and cross-sales goals Networking with various business owners and determining which products would benefit them the most Performing on-site visits (schools, local businesses) to open new accounts