Proprietary

Brian Brown

**** ***** ********* *****, ** 10453 718-***-**** b adch5k@r.postjobfree.com PROFESSIONAL SUMMARY

Over 19 years of client/customer care and providing excellent customer service in the banking. Proven ability to meet stringent deadlines. Highly motivated individual with the ability to produce quality work. Skilled in prioritizing and completing tasks independently, as well as in team environments. I am seeking a challenging position, where I can use my skills and experience to positively impact and grow with the company. PROFESSIONAL EXPERIENCE

M&T BANK, New York, NY

Business Banking Dept Relationship Liaison III I Dec 2019 – Present

• Provide primary customer support by servicing the business lending needs for existing and prospective customers

• Assist business banker with business lending or mortgage administrators with providing customer support in business development activities.

• Coordinate processing of loan application and documentation and booking and processing loans.

• Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area

• Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries.

WELLS FARGO BANK, N.A., New York, NY

Wealth Management Senior Client Associate, Private Bank I 2003 – Nov 2019

• Assist Wealth Advisors, Investment Managers Consultants, with account administration

• Process all wire transfers, monthly statements, opening new accounts and credit applications

• Manage Wealth Advisors existing books of business to ensure client retention

• Research and resolve operational issues related to simple to moderately complex accounts

• Proactively provide client service for affluent clients with assets of $5MM and above.

• Acts as liaison between other affiliate such as IFS trust, brokerage, mortgage, small business lending

• Trainer of all newly hired client associates.

• Accompanied Wealth Advisors on client visits, in house visits and conf. calls

• Responsible for the compliance aspect (KYC) component related issues.

• Help Wealth Advisors grow and retain their book of business portfolios,

• Develop partnerships with Commercial Banking, Tax Exempt Group, Community Finance, securities and the Trust & Advisory Services to cross sell and uncover opportunities Personal Store Banker I 2001 – 2003

• Resolved customer issues by conducting research, taking ownership and following up with the client to provide status update

• Opened new accounts and assisted with client service related issues EDUCATION & SKILLS

JOHN JAY COLLEGE – Studied Criminal Law – 2003

• Proficient in Microsoft Office Suite – Word, Excel, PowerPoint and Outlook

• Notary Public

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