Matthew M. Email & Phone Number

United States

United States

Charleston, Sc, Us

New York, New York, Us

- Managed a client book comprising 950 individuals, demonstrating strong client relationship management skills. Successfully acquired new clients and provided exemplary service to existing consumer and business accounts, loans, lines of credit, and credit cards through proactive in-branch interactions and robust client outreach and referral initiatives.- Consistently exceeded sales targets across multiple categories annually, highlighted by achieving $9.8 million in year-to-date sales in 2024.- Collaborated with partners in mortgage, business, and wealth management departments to ensure comprehensive client satisfaction, directing clients to the appropriate specialists for their unique needs.- Assisted in daily branch operations, ensuring accurate completion, filing, and maintenance of paperwork in accordance with company policies. Maintained compliance with Citibank standards and procedures while rectifying any errors.- Held an NMLS (Nationwide Multistate Licensing System) number, ensuring compliance with regulatory requirements and demonstrating proficiency in mortgage lending practices.

New York, Ny, Us

- Conducted in-person meetings with both existing and prospective clients to comprehend their long-term and short-term financial objectives.- Employed a range of investment strategies to aid clients in budgeting and optimizing their investments, concurrently educating them on versatile financial products. These included annuities, general brokerage accounts, retirement accounts, and life insurance, enabling clients to achieve multiple financial goals simultaneously.- Licensed with FINRA Series 63, 65, 6, SIE, and NY Life Insurance, demonstrating a comprehensive understanding of financial regulations and investment products.

New York, Ny, Us