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Brighton, MA
... CAPITAL ONE BANK—New York, New York 2013 Banker. Analysis of financial portfolios. Assisted team in all bank operations profit/loss. Highest integrity with a client centric, regulatory, and fiduciary focus. Assessed 10% yearly growth plan of ...
- 2021 Jan 18
Manchester-by-the-Sea, MA
... Personal Banker/Business Specialist Wells Fargo Bank-Woodinville, Washington July 2014 - January 2017 Actively sell the Bank's consumer and business products and services in a professional manner, while maintaining established individual production ...
- 2020 Dec 21
Brookline, MA
... Project Management Team Leadership Scheduling Financial Modeling & Analysis Concept Implementation Strategy Development Risk Management Accounting Delegation Client Relationship Management Experience Personal Banker 2019 – 2020 Fifth Third Bank ...
- 2020 Dec 18
Boston, MA, 02109
... Ensure fee waivers and rebates are granted within bank guidelines Citibank November 2012 – January 2016 Personal Banker 1000 Highland Avenue Needham, MA 02494 800-***-**** Create and deploy a sales plan using optimal methods for achieving sales ...
- 2020 Nov 18
Medford, MA, 02155
... Marketing/ Personal Banker June 2016 - Aug 2017 Citi Bank Zhejiang, China • Negotiate insurance product sales with local enterprises • Edit and update bank website's product contents weekly based on business data. • Closely monitored the performance ...
- 2020 Aug 13
Marblehead, MA
... Harvard Banker Cup Champion (2017) (IBM: NYSE) – Global Program Manager, Influencer Relations (’07- ‘12), SOMERS, NY ·Launched IBM SmartCloud –- featured in Gartner Newsletter on best practices. ·Established IBM Smarter Commerce –- $7B investment, ...
- 2020 Jul 16
Watertown, MA
... WORK EXPERIENCE: Citizens Bank Feb 2020 - Present Relationship Banker Consistently exceeded monthly and quarterly sales objectives. Maximized the depth of the client relationship by partnering with lending, insurance and merchant service specialists ...
- 2020 Jul 09
Brookline, MA
... SunCor Development Company 2000- 2011 Gained recognition out of sales agents across 4 states President’s Elite, Coldwell Banker 1999 Ranked in top 5 percent of Coldwell Banker agents internationally Rookie of the Year, Coldwell Banker Trails West ...
- 2019 Feb 11
Lowell, MA
UDEAGHA NDUKWE Lowell, MA ac7xrh@r.postjobfree.com 978-***-**** An Experienced Banker, Financal Service Officer, Seasoned Customer Service Representative and Business Administrator. Also, experienced in Credit Analysis and Review. Project Management ...
- 2018 Dec 11
Boston, MA
... New York, NY June 1998- July 1999 Assisted with setting up company Roadshows between the firm and its investors Assembled an agenda as well as a very detailed itinerary for both Domestic and International travel Collaborated on banker attendance ...
- 2018 Oct 24