Angelo De Leon Email & Phone Number

New York, United States

Brooklyn, NY, US

• Optimized portfolio of enterprise-level clients generating $100M+ in revenue by securing and renewing high-value client contracts through engaging presentations to C-level executives; cultivated robust relationships.
• Enhanced operational processes (incl. marketing campaign set-up, optimization, and troubleshooting) by deepening bonds and collaboration with associate account managers and operations teams.
• Effectively implement CRM tools such as Salesforce to track follow ups and streamline workflows, resulting in improved sales tracking and data-driven decision-making.

San Francisco, California, US

• Delivered a top-tier white-glove client experience by offering consultative, responsive, and impeccably executed services to Wells Fargo's affluent and high net worth clientele. This involved maintaining frequent.
• Demonstrated outstanding organizational proficiency and offer tailored services to clients desiring a personalized, high-touch relationship.

New York, New York, US

• Fostered a customer-centric culture within the branch to consistently exceed customer expectations. Achieved exceptional results, growing branch Net New Money to $3.7K in the first quarter of 2021, surpassing the $2.4K.
• Championed the adoption of cutting-edge technology tools such as Salesforce, Remote Account Opening, Zelle, DocuSign, Zoom Client Meetings, and Online Banking to meet the increasing demand for digital banking services.
• Cultivated strategic partnerships with local businesses by actively participating in the local merchant association, thereby enhancing the brand's presence in the local market and fostering strong community engagement.
• Maintained a robust control environment, diligently assessing and managing new and existing business activities while adhering to stringent risk control expectations, procedures, and processes.

New York, New York, US

• Proactively oversaw and nurtured 300+ client relationships, predominantly comprising of the branch's highest-value households, driving substantial growth in their investment and deposit balances through an.
• Collaborated closely with the Financial Advisor, Estate Planner, Home Lending Officer, and Business Banker to craft customized financial strategy proposals that catered to each client's unique short- and long-term.
• Possess exceptional interpersonal, written, and verbal communication skills, effectively leveraging these talents to engage with high-net-worth clients, intermediaries, and colleagues across all levels within the.

New York, NY, US

• Contributed to a strong organizational culture through positive, coaching and collaborative behaviors resulting in client and employee engagement.
• Successfully attracted, retained, and nurtured new-to-bank clients, spanning the entire spectrum of financial services, encompassing deposits, investments, lending, and credit products.
• Through collaborative work with key partners, ensured that proposed solutions aligned seamlessly with clients' short- and long-term objectives, employing a holistic, goal-based planning approach.

New York, NY, US

• Collaborated with the district manager to supervise nine branches, with a key emphasis on coaching and cultivating team members to improve client experience and develop effective sales behavior, employing modeling and.
• Supported the Branch Manager by formulating action plans tailored to individual bankers, concentrating on enhancing sales behaviors. Provided coaching to the Branch Manager on conducting productive morning huddles and.

New York, NY, US

• Interviewed loan applicants and ensured all loan documents were accurately completed, including LTV, DTI, application, tax returns, credit reports, appraisals, title reports and more.
• Conducted numerous community Educational Home Buying Seminars at various Chase branches and outside business venues.

Franklin Square, New York, US

• Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
• Maintained an active knowledge base of all of the organization’s loan products and an understanding of the qualifications required of each applicant.

Bachelor'S Degree, Psychology

Bachelor'S Of Science, Psychology