Customer Service Sales

Ludger Fatal

Personal Banker at Citibank

******@*****.***

Summary

• Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to

identify new prospects and cross-selling opportunities with current clients.

• Conduct discussions with prospects to understand background and identify needs; clearly communicate

potential solutions.

• Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses)

to establish visibility in the community and drive business to the branch.

• Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.

• Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial

Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment

partners to review goals, discuss strategies, and solicit feedback and coaching.

• Take ownership of the client experience including on-boarding and resolve service issues as appropriate

through follow-up from self and other Citi resources following client transactions.

• Schedule periodic meetings and check-points with clients to provide value-added services.

• Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and

follow-up to develop a network and grow branch business.

• Understand and consistently adhere to all operational controls to ensure the safety and security of client and

bank assets; complete required regulatory/compliance training.

• Provide Tellers and other branch staff with coaching and guidance on products and special programs,

identifying client needs, and providing appropriate referrals.

Experience

Personal Banker at Citibank

February 2012 - Present (2 years 3 months)

Financial Representative at Northwestern Mutual Financial Network

September 2010 - 2012 (2 years)

Certifications

Ct Life and Health insurance license

State Of Connecticut department Of Insurance

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Skills & Expertise

Asset Management

Customer Service

Insurance

Microsoft Excel

Series 7

Strategic Planning

Financial Analysis

Sales

Education

Norwalk Community College

MARKETING/MANAGEMENT, MARKETING/MANAGEMENT

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Ludger Fatal

Personal Banker at Citibank

******@*****.***

Contact Ludger on LinkedIn

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Contact this candidate