Private Client Banker
Cincinnati, Ohio, United States
• Increased branch production to become highest ranked branch in market, with same branch being ranked lowest in previous year.• Responsible for over 50% of Private Client Banker production in Cincinnati market in FY 2023 out of 5 Private Client Bankers• Established new accounts for high net worthindividuals and serviced existing accounts tomaximize revenue.• Worked closely with management to strategizesales techniques to increase branch productionand customer service.• Mentored junior bankers on best practices inrelationship management and productknowledge, contributing to team success overall.• Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.• Streamlined internal processes to improveefficiency, leading to faster response times forclients' requests.• Assisted with comprehensive reviews of clients' financial situations, developing customized wealth management plans.• Educated clients on potential risks and rewards associated with various investments.