Bank Compliance & Sales
Highly skilled banking professional dedicated to applying business fundamentals to drive sales, maintain a competitive market share and build brand awareness. Consistently achieve and exceed sales goals by closely monitoring personal performance indicators. Strong ability to consult with clients and determine solutions to meet their financial goals and build the branch’s book of business. Self-motivated and focused on achieving top results for business and clients.
Sales Financial Statement Analysis New Business Development Business & Client Intelligence
Relational Selling Customer Service Cross-Functional Collaboration Project Management Data Management Income Tax Preparation Business Planning Service Delivery Excellence
Astoria Bank/Sterling National
Senior Licensed Banker (08/16-Present)
NYS Life Insurance License 11/16
Lead the pursuit in achieving bank growth and profitability goals by executing marketing and business development plans, acquiring business deposits, and selling business deposit products to increase fee income. Ensure compliance with regulations on all loan applications and deposit product documentation, keeping current on product knowledge and competition of lending products. Work closely with business partners to develop proposals and make presentations to prospective business clients.
•Develop a targeted list of decision makers for lead generation, relationship building, and referrals to achieve sales goals.
•Serve as a trusted advisor by delivering customized banking solutions tailored to specific needs and circumstances of business clients.
•Partner cross-functionally to maintain an open line of communication between marketing, operations, production, and sales teams.
•Conduct financial analysis of customer portfolio to identify additional selling opportunities.
•Monitor book of business by reviewing merchant and deposit reports to determine drifts and adjust business planning to counter trending decreases.
•Assist credit specialist and support staff with letters of credit, analyzing financial statements, and gathering information from tax returns.
Relationship Banker/Manager (04/16-08/16)
Developed and strengthened client relationships by maintaining a working knowledge of product lines and service offerings to provide solution-based recommendations. Explored alternative selling of product opportunities and delivered direct strategies which increased consumer retention and conversion rates.
•Directly led branch team members to exceed sales quotas and goals and improve customer service feedback scores and performance.
•Conducted off-site business calls to establish and foster sound business relationships with both existing customers and new client opportunities.
•Facilitated company education program to expand client and banking associate s knowledge of the breadth of financial wellness on various topics.
Personal Banker (06/13-04/16)
Number 1 banker for the district 2015. Ranked top 10 banker in market 2014 and 2015.
Queens College, City University of New York
Bachelor of Arts in Economics: Degree in Progress