Daniel V. Cinelli Email & Phone Number

New York, Ny, Us

Lake Success, Ny

Leverage Citi's customer leads and utilized other lead generation techniques (referrals, community outreach) to identify new prospects and cross-selling opportunities.Coordinate discussions with prospects to focus on needs and clearly communicate potential solutions.Conduct outbound sales activities (phone out-reach, community events, meetings with local businesses) to establish visibility and presence in the community.Execute integrated sales, relationships, and credit strategies that are aligned with the branch's business plan.Cultivate partnerships with segment partners (Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide.Schedule periodic meetings and check-points with clients to provide value-added services following client transactions.

Greater New York City Area

Acquired and deepened relationships with new and existing clients to help add value and expand financial portfolios.Successfully grew branch assets under management by delivering a holistic financial approach for all clients with heavy emphasis on Private Client acquisitions.Top banker in market for previous quarter in terms of new Private Client referrals.Maximized cross-business referrals by identifying key client needs and integrating branch partners to increase production of Investments, Mortgages, and Commercial relationships.Consistently received market recognition for always exceeding sales targets and customer expectations. Partnered with numerous Centers of Influence to generate on-going external production into the branch.Always delivered a customer-centric approach while focusing on driving overall branch and market growth.