- 167 E 87^th St Apt 2FE Ÿ Xxxxxx, NY xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

Client Associate

Qualifications Profile

    Highly self-motivated, dynamic, and results-driven solutions thinker and management professional in sales, customer service and relationship management with more than 12 years mostly in the banking and financial service sectors.

-    Proven dedication to process efficiencies and outstanding customer service, combining banking service leadership with a mutually rewarding relationship management skill that wins consistent recognition for growing sales in demanding high yield markets.

-    Recognized by Metro Xxxxxx Market as a top producer for 4^th Qtr. 2011, exceeding sales goals by over 200% across 7 consecutive quarters (Including quality referrals to Merrill Lynch FSA) for Bank of America

-    Recognized as North-East Region Top Performer for years of 2014 ( Q1, Q2), 2013, 2012 and Metro Xxxxxx for 2011 Q1)

-    Named Top Producer in Sales for each of the first 3 quarters of 2009, exceeding sales targets by 300%+.despite a severe downturn in the local and global economies.

    Detail-oriented, analytical and methodical with critical thinking in diplomatically resolving complex financial and wealth management issues with clients and stakeholders even under stress.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Strong people management and interpersonal communication skills that inspire confidence, performance excellence, and teamwork synergies across diverse ethnicities and multi-functional engagements.

Key Expertise

Sales Management

    Marketing & Sales (Trad. & Online)

    New Business Development

    Service Sales Management

    High-Yield Client Account Service Management

Business Operations Management

    Tactical & Operations Planning

    Process/Workflow Improvement

    Project/Program Management

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

Financial

    Fiscal & Budget Management

    Investment/Wealth Management

    Financial Risk Management

Administration

    Policies & Regulatory Compliance (i.e. SEC, GAAP & SOX, Ant-Money Laundering, etc.)

    Staff Supervision & Training

    Records & Document Management

    Multilingual in English, Slovak, Czech, Polish, Ukrainian, & Russian

Technical

    Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)

    Internet: Online research

Professional Experience

BOA/ Merrill Lynch Ÿ Xxxxxx, NY

    Reporting to the Sales Support Manager, provide support for multiple client management teams in the sales, client on-boarding, relationship management, deposit fulfillment, operational risk and Compliance processes, interacting with clients to identify and address unmet client needs that enable the sales team to meet market goals in client delight, deepening, and retention, non-credit loss/fraud prevention, and revenue growth.

    Leverage thorough knowledge of banking solutions to serve as point person for account openings/closings, primary escalation point for service issues, and as liaison for clients in connecting with various business partners.

    Provide industry research, prospecting, and client research in the sales process, assisting the sale team with content development in presenting financial service packages to clients.

    Ensure client relationship data integrity in several aspects of customer transactions and record-keeping, coordinating Client Management Process (CMP) activities with all concerned departments..

    Conduct Customer Due Diligence, ensuring timely compliance with policy and regulatory requirements that include Anti-Money Laundering, Money Services Businesses, and other related high risk fiduciary engagements.

Bank of America Xxxxxx, NY

    Built and sustained customer loyalty, deepening and retaining client business relationship by providing the exceptional service quality that exceed their expectations.

    Responsible for high-yield wealth clients, ensuring timely and reliable financial counsel when requested and suggesting banking solutions that meet their individual or corporate wealth objectives.

- 167 E 87^th St Apt 2FE Ÿ Xxxxxx, NY xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com

Professional Experience (continued)

    Leveraged knowledge of banking products, and fiscal regulatory compliance in serving high-yield banking clients, promoting bank products utilizing various marketing methods, opening, processing and closing depository accounts (i.e. Checking, Saving, CD accounts, Credit Card, Home, Car, Business Loans, Investment Referrals), and resolving client issues and complaints.

    Generated weekly sales reports, meeting or exceeding sales goals that have won management recognition.

    Supervised the entire teller line consisting of 12+ associates, serving as point person in addressing issues in tellering and customer counter transactions, promoting cross-selling and up-selling of banking products, and overseeing exceptional customer service that built and maintained customer relationships and loyalty.

    Identified and referred sales opportunities, mentoring new hires and junior tellers in meeting performance metrics and career mobility.

Coldwell Banker, Real Estate Xxxxxx, NY

    Leveraged exceptional relationship building fiat as a property broker, managing high-end Manhattan properties that delight a highly discriminating and demanding clientele.

    Negotiated with buyers and sellers in securing favorable property transfer terms that created cost advantages for the company.

Cleanlink Inc. Monsey, NY

    Provided strategic directions and entrepreneurial leadership in managing and growing the business via effective marketing campaigns while recruiting and leading staff, administering payroll, and containing costs strictly following capital and operating budgets of $150K annually.

Education

    B.A. in International Business, RAMAPO COLLEGE OF NEW JERSEY Mahwah, NJ (2004)

    A.A. in Hotel Management, STATE UNIVERSITY OF XXXXXX Suffern, NY (2001)

Professional Development

    Taking classes at NYU for Credit Certification and preparing to take the CFP course.

    Attending FIAF- French Institute, learning French- speak 5 other languages and having a dual citizenship