Ø  Results-driven banking professional to contribute relationship and consumer banking expertise toward optimizing bottom-line performance.

Ø  Excel in revenue generation, acquiring and developing high performance clientele, equipping company with tools and resources for maximizing profitability.

Ø  Dynamic analytical, account management, revenue generation, client relations, financial planning, and problem solving skills.

 

 

HSBC BANK, Queens, NY                                                                                         1999-Present

Business Relationship Banker (2009-Present)

  Drive business development through new client acquisitions and assessment of their individual banking goals to identify and present financial solutions.

  Contribute dynamic communication and analytical skills cultivate strong business relationships to generate repeat and referred business

  Successfully meet revenue goals by cross-selling traditional bank products including checking, savings, CDs, credit cards, installment loans, IRAs, home equity loans and lines, as well as business accounts.

  Conduct market research to identify new business opportunities; participate in telemarketing campaigns and serve as initial point of contact for sales and services with new clientele.

  Analyze client financial portfolio to determine risk tolerance and offer appropriate investment strategies such as annuities, life insurance, and mutual funds.

  Strategically partner with mortgage representatives and financial advisors to provide a comprehensive review of finances for customers.

 

Senior Consumer Banker (2003-2009)

  Achieved Top 10 status and recognized for sales performance and team participation.

  Assessed current market trends to identify life insurance and investment candidates and cross-sell existing clientele with traditional bank products.

  Spearheaded innovative marketing initiatives, such as Insurance Days, and simultaneously promoted other bank products.

  Strengthened industry partnerships by introducing customers to premier relationship managers, financial advisors, and mortgage representatives.

 

Consumer Banker (1999-2003)

  Assisted customers with opening accounts, banking services, and identified solutions for their individual needs; performed daily balancing of teller s proof work.

  Managed internal controls to ensure compliance with current bank policies and procedures.

  Facilitated monthly auditing by conducting cash counts for vault and ATM.

  Served as liaison with various departments by researching and resolving any fraudulent transactions, missing deposits, and imbalances in branch captions.

 

Life Insurance

Series 6 & 63

Notary