Experienced banking professional with 14+ years in business banking and high net worth client services. Specializes in relationship management for high-volume, high-value accounts. Recognized for consistently achieving KPIs and targets, with a proven track record of generating substantial revenue for the business banking division through exceptional client service and product knowledge. Expertise spans all business banking and wealth management products, driving franchise growth through client referrals. Eager to take on challenging opportunities in sales and service within the business banking or wealth management sectors, leveraging an MBA and various certifications to excel in utilizing banking applications for success.
banking clients across diverse industry segments, driving
growth in portfolio value.
attainment for team members, contributing to consistent
month-over-month growth.
onboarding to optimize service delivery based on customer activity.
relationships to ensure satisfactory account conduct and
mitigate credit risks.