Michael P. Procida
*** ***** **** – Apt. *G, Long Beach, New York 11561
acqjil@r.postjobfree.com 516-***-****
PROFILE
Skilled professional with exceptional interpersonal and communication skills. Highly organized and detail- orientated. Able to efficiently manage time and projects with close attention to deadlines. Effective in fast-paced environments requiring multi-tasking skills. Reputation for a strong work ethic and integrity. Skills include Microsoft Word, Outlook, Excel, PowerPoint, Access, Publisher; Store Vision Platform; Client Link; and Sales Force. PROFESSIONAL EXPERIENCE
The Burns Law Group, PC – Garden City, NY September 2014 to Present Paralegal
Serves as a liaison between the firm’s attorney and clients, responsible for conducting independent interviews and meetings with clients in order to obtain information necessary to provide support to attorneys in the firm
Drafting of client correspondence and legal documents, including affidavits, pleadings, and motions
Assists the firm attorneys with coordination of scheduling including court appearances, motion deadlines and client appointments
Responsible for day to day interactions with the firm’s clients, accountants, financial planners and related professionals
Wells Fargo Private Bank – Melville, NY February 2013- September 2014 Private Banking Client Associate
Cultivate and grow relationships with prospects and existing high net worth clients by providing exceptional customer service
Research and complete dossiers on prospective clients prior to initial meetings with bankers/partners
Responsible for completing various types of monetary transactions as per client requests (ex. wires, book transfers, loan advances & FX orders)
Accountable for concluding quarterly assessments of client relationships, including portfolio reviews and risk analysis
Responsible for coordinating with underwriters and other bank channels to ensure time efficiency of loan closings
Comprehensively gather and review Know Your Customer documentation for all new and existing clients to comply with Well Fargo guidelines
Deliver presentations (PowerPoint, Word or Excel) for prospective and current clients Wells Fargo Bank N.A. – Hewlett, NY December 2009- February 2013 Personal Banker
Assist clients in implementing strategies to achieve financial goals by analyzing individual circumstances and providing recommendations
Complete monthly risk mitigation reports to ensure branch compliance in accordance with Wells Fargo and United States government regulatory standards and policies.
Work closely with Financial Advisors, mortgage partners and other internal partners to enhance client relationships and cross sell a wide range of bank products and solutions.
Strong inter-personal skills led to accolades including top performer for the Long Island District and promotion to Branch Business Champion by consistently exceeding daily, monthly, and quarterly sales goals. EDUCATION
New York Institute of Technology – Old Westbury, NY September 2005 - May 2009 Bachelors of Science in Business Administration with a concentration in Finance Member of Delta Mu Delta Honor Society
Captain of a Division II Lacrosse Team – 2008 National Champions Wantagh High School – Wantagh, NY (2005)