Michael Rosell Email & Phone Number

United States

Miami, Florida, United States

Miami, Florida, United States

Deliver wealth management services to Citi Private Bank Ultra High Net Worth clients with guidance from banker teams. Manage and execute clients transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards, as well as timely. Take ownership of clients investigations and collaborate with operational and middle office teams to ensure effective resolutions.

2555 Ponce De Leon Blvd

Miami

•Build a strong and effective partnership with team members and Financial Advisor to set asset dollar and referral goals •Maintain appropriate controls to manage risk, ensure operational integrity and compliance with applicable regulations, policy requirements, and audit procedures.•Identify and offer packaged product solutions, proactively suggest product solutions and services, and initiate partner referrals that meet customer’s need and financial goals.•Build long-term relationship with existing and new high value customers ensuring retention and exercising excellent customer service.•Identify and offer packaged product solutions, proactively suggest product solutions and services, and initiate partner referrals that meet customer’s need and financial goals. •Provide customers with personal financial reviews and lending services.•Participate in weekly morning huddle to ensure proper segmentation is taken place in the store.

• Focused on building lifelong relationships with customers, both consumers, and small businesses.• Demonstrate a genuine interest toward customers and ask questions to understand their financial priorities and meet their needs.• Specialized in assisting customers with more complex needs such as personal financial reviews, lending services, small business needs, and retirement.• Proactively follow up with customers by phone to ensure customer satisfaction, build relationships, and address any additional financial needs based on the customer’s financial priorities.

Little Havana Branch

• Managed more than 15 daily customer’s accounts by increasing relationship and cross-selling bank products and services to meet customer’s needs.• Analyzed profiling analysis tools to identify cross sell opportunities and make outbound sales calls to increase product per customer ratio. • Resolved difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.

Little Havana Branch

• Provided prompt quality service to ensure customer retention and sales support.• Responded to inquiries/problems and handled complex services/transactions.• Recommended alternative solutions to client’s problems in order to cross-sell the bank’s products and services.• Satisfied all Wells Fargo customer’s service needs and to help them succeed financially through quality retail products sales and referrals.

Little Havana Branch

• Operated transactions accurately and efficiently in accordance with established policies and procedures.• Identified customer needs by referring financial products and services to the banker’s platform.• Efficiently operate computer software used to perform daily duties.• Processed routine financial transactions such as deposits, withdrawals, advances, loan payments, check cashing and balanced these transactions daily while ensuring a positive interaction with customers and non-bank customers.• Collected and handled a daily volume of over 200 transactions in a timely manner.

Bachelor Of Business Administration - Bba, Finance, General

Associate Of Arts (A.A.), Accounting And Finance

Certificate In International Bank Management And Banking