Jennifer Botelho

Jennifer Botelho Email and Phone Number

Private Client Relationship Manager @ Citizens
Smithfield, RI, US
Jennifer Botelho's Location
Smithfield, Rhode Island, United States, United States
Jennifer Botelho's Contact Details

Jennifer Botelho work email

Jennifer Botelho personal email

n/a

Jennifer Botelho phone numbers

About Jennifer Botelho

Jennifer Botelho is a Private Client Relationship Manager at Citizens. She possess expertise in banking, credit, investments, portfolio management, loans.

Jennifer Botelho's Current Company Details
Citizens

Citizens

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Private Client Relationship Manager
Smithfield, RI, US
Website:
citizensbank.com
Employees:
22674
Jennifer Botelho Work Experience Details
  • Citizens
    Private Client Relationship Manager
    Citizens
    Smithfield, Ri, Us
    View
  • Citizens
    Relationship Manager With Citizens Private Client
    Citizens Jul 2021 - Present
    Proactive outreach to Private Clients with the end goal of creating a financial plan and subsequent management by our Wealth Team.Establishing rapport over the phone while simultaneously building a thorough financial profile in a natural conversational style.Comprehensive tracking of outreach attempts and relevant findings within Salesforce.
    View
  • Citizens Bank
    Premier Advisor
    Citizens Bank Feb 2014 - Jul 2021
    Ri
    Acted as the primary point of contact for a portfolio of affluent clients by providing responsive world class service. Recognized for achieving superior ratings on customer satisfaction surveys.Profiled client needs and concerns to offer customized banking, credit, and investment solutions.Grew my portfolio from 200 to 434 households over 7 years through client referrals, branch introductions, and proactive outreach.Used Salesforce extensively to track client communications and findings from appointments so that the whole Wealth Team was connected and informed.
    View
  • Santander Bank, N.A.
    Licensed Banker
    Santander Bank, N.A. Nov 2008 - Feb 2014
    Smithfield, Rhode Island, United States
    Responsible for profiling every client I interacted with in order to pinpoint a financial need that would lead to an introduction to the Financial Advisor. This was in addition to providing excellent service and problem resolution in regards to the client's deposit and lending needs.
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Jennifer Botelho Skills

Banking Credit Investments Portfolio Management Loans

Jennifer Botelho Education Details

Frequently Asked Questions about Jennifer Botelho

What company does Jennifer Botelho work for?

Jennifer Botelho works for Citizens

What is Jennifer Botelho's role at the current company?

Jennifer Botelho's current role is Private Client Relationship Manager.

What is Jennifer Botelho's email address?

Jennifer Botelho's email address is ma****@****zon.net

What is Jennifer Botelho's direct phone number?

Jennifer Botelho's direct phone number is +161573*****

What schools did Jennifer Botelho attend?

Jennifer Botelho attended The University Of Glasgow.

What skills is Jennifer Botelho known for?

Jennifer Botelho has skills like Banking, Credit, Investments, Portfolio Management, Loans.

Who are Jennifer Botelho's colleagues?

Jennifer Botelho's colleagues are David Starosciak, Lynda D'orlando, Gabriela Oliver, Becky Brien, Stephen W Hodgman, Denise Dubreuil, Manfia Zaman-Rahman.

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