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Candidate's Name
Berlin, CT Street Address   PHONE NUMBER AVAILABLE  EMAIL AVAILABLEProfessional SummaryBusiness-minded [Job Title] bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions. Skills1. Great working within a team environment.2. Able to identify clients unperceived needs.3. Self motivatorWork HistorySr. Specialist/Relationship Banker, 01/2022 to Current Santander Bank Us  Bristol, CT1. Responsible for servicing & building relationships with branch consumer & business customers. 2. Deliver exceptional customer experience through engagement of customers in branch, over the phone & through collaborating with business partners Premier Banker, 04/2017 to 12/2021United Bank/ People's United Bank  Southington/ Hamden, CT 1. Lead customer experience excellence through sound holistic financial planning & service. 2. Focused on driving revenues for the branch by engaging loans, deposits, investment & insurance growth.3. Excelled in generating activities to drive customer appointments & deepen client relationships. 4. Ensured operational soundness of the branch & clients while maintaining the highest level of professionalism.5. Worked closely with branch personnel to foster a culture of referrals along with client relationships.6. Performed complete consumer & equity loan applications in accordance with bank policy along with state & federal guidelines.7. Performed pre- qualification analysis, monitored loan approval process along with serving as a liaison to the client.8. Registered NMLS as required by the SAFE ACT.Personal Financial Advisor, 09/2011 to 03/2017First Niagara Bank/ Key Bank  East Hartford, CT1. Top 10% investment sales leader within the company. 2. Primary Assent Gatherer- incover along with identifying the client's needs & drive deposit growth & investment sales.3. Develop prospect referrals along with COI's.4. Worked with branch personnel to achieve common financial goals. Financial Specialist/ Personal Banker II, 12/1999 to 09/2011 First Union Bank/ Wachovia/ Wells Fargo  Woodbridge, CT 1. Primary Asset Gatherer- uncovered & anticipated client's needs to drive deposit along with growth & investment sales.2. Developed prospect referrals along with COI's.3. Worked closely with branch personnel on a weekly basis to help achieve common client goals. EducationBachelor of Arts: EducationCentral CT State University - New Britain, CTCoaching baseball at the high school levelPitching & head coach for American Legion baseball 19U level