Private Client Banker

• Jan 2018 - Present

VP Premier Relationship Manager

• Jun 2014 - Jan 2017

• Managed a portfolio of over $50MM in assets including investment and deposit accounts ranging from $100M to $3MM with the purpose of acquiring, advising, and retaining client banking relationships • Delivered advice, product knowledge, and services to offer client solutions and maximize revenue for various sectors of institution including Retail Bank, Wealth Management and HSBC Group • Developed a network of 20-25 outside business contacts including accountants, attorneys, and business professionals • Optimized relations with regulators by ensuring compliance standards are met, supporting operational risk controls in accordance with HSBC and regulatory policies, and addressing KYC incoming inquiries Show less

Small Business Specialist

• Jun 2010 - Jun 2014

• Successfully grew and managed a portfolio of over 300 business clients accounting for more than $40 MM • Informed and provided essential information to over 15 commercial customers a week about business banking products and services to satisfy their financial needs and help with business efficiency • Executed advisory skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's goals, and circumstances • Analyzed trends in data such as revenue sales and business financial statements to make effective decisions providing credit lending products to 30 commercial clients with an average credit line of $250M Show less

Credit Manager

• Jan 2007 - Jan 2009

• Assessed and provided solutions to over 200 customers leveraging our suite of products and service offerings resulting in 68% cross selling opportunities • Evaluated $100 MM in mortgage loans, with an average size of $300M in mortgage lending per transaction • Successfully completed Core Sales and Objection Management training courses • Assessed and provided solutions to over 200 customers leveraging our suite of products and service offerings resulting in 68% cross selling opportunities • Evaluated $100 MM in mortgage loans, with an average size of $300M in mortgage lending per transaction • Successfully completed Core Sales and Objection Management training courses

Sales Manager

• Jan 2003 - Jan 2007

• Originated and closed more than $45MM in loans a year consistently exceeding growth targets • Explored new business opportunities by executing various marketing campaigns, including telemarketing, direct mail, targeted seminars and partnerships with leading real estate firms and law offices • Provide operational support to facilitate the ongoing branch needs for recruitment, growth and loan origination Show less