Lucy E Silva Email & Phone Number

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).

• 

  Univale University

  Accounting And Business/Management