With over 10+ years of experience in Sales and 2 years of experience in banking sector I stand out in creating effective strategies to cultivate and maintain relationships with clients. At Bank of America my current role revolves around maintaining an in-depth knowledge of our products and services, while being the primary point of contact for our clients. We have successfully retained a significant client base by providing tailored banking solutions, marked by proactive outreach and personal attention to each client's financial needs. At Santander Bank N.A my personalized approach with both critical and analytical thinking skills contributed to an 80% retention rate and new account growth. The passion I have for offering personalized banking solutions and the success in cultivating new relationships have led to a growing portfolio of deposits. Working in collaboration with financial advisors, I generated new business and clients through referral demonstrating my ability to drive financial success in strategic partnerships. My previous tenure at Santander Bank N.A allowed me to hone my skills in developing business relationships and strategizing for client base expansion. Our team's collaborative efforts have nurtured new relationships and strategized for our client's best interest in mindset, demonstrating commitment to driving financial success through strategic partnerships and exceptional client service.Seeking a development advisory program to hone my advisory services skills allowing me to help manage finances for families, individuals and institutional clients focusing on establishing strong relationships and strive for financial well-being of those I serve. Currently hold FINRA Securities Industry Essentials (SIE).
-
Relationship ManagerM&T BankBoston, Ma, Us -
Relationship BankerBank Of America Jun 2023 - PresentBraintree, Massachusetts, United States-Maintain an extensive knowledge of all bank products, services, procedures.-Serves as clients point of contact on all products and services.-Proactively performs outbound call to campaign clients. -
Senior Relationship BankerSantander Bank, N.A. Nov 2022 - Jun 2023-Reached out to banking clients and established business relationships.Evaluate client’s financial priorities providing banking solutions, resulting in 80% retention rate. -Managed,tailored services for select Clients providing ongoing banking relationship services. -Nurtured new relationships growing deposits through opening new accounts. -Performed outbound calls to campaign clients focusing on outbound appointments setting. -Developed and implemented strategies to increase client base and profitability. -Generated new business and referral clients in partnership with financial advisors and branch team. -
Store ManagerDollar Tree Stores May 2018 - Sep 2022 -
Sales ManagerEletrosom S/A Sep 2012 - Aug 2017Brazil -
Sales SpecialistMultimóveis Indústria De Móveis Ltda Feb 2010 - Aug 2012
Lucy E Silva Education Details
-
Univale UniversityAccounting And Business/Management
Frequently Asked Questions about Lucy E Silva
What company does Lucy E Silva work for?
Lucy E Silva works for M&t Bank
What is Lucy E Silva's role at the current company?
Lucy E Silva's current role is Relationship Manager.
What schools did Lucy E Silva attend?
Lucy E Silva attended Univale University.
Who are Lucy E Silva's colleagues?
Lucy E Silva's colleagues are Peter Lansdell Gcgi Cbci, Wendy Douglas Cams, Ms, Phd., Mohiuddin Mahi, Michael Senyard, Ram Koditala, Paul Swiencicki, Ritu Dewan.
Not the Lucy E Silva you were looking for?
-
1hotmail.com
-
lucinda nobrega e silva
Portugal -
-
Lucy Mary Souza e Silva
Brazil
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial