As a Consumer & Business Sr. Relationship Banker for Santander Bank's South Shore District, I successfully utilized the Santander Private Client Program, enhancing asset management capabilities within the Private Banking Division. I oversee assets exceeding $140 million, crafting tailored presentation materials and performance metrics for existing accounts while attracting new clients. My independent development and communication of procedures, products, and portfolio improvements cater to… Show more As a Consumer & Business Sr. Relationship Banker for Santander Bank's South Shore District, I successfully utilized the Santander Private Client Program, enhancing asset management capabilities within the Private Banking Division. I oversee assets exceeding $140 million, crafting tailored presentation materials and performance metrics for existing accounts while attracting new clients. My independent development and communication of procedures, products, and portfolio improvements cater to high-net-worth clients. I contribute to daily portfolio management by collaborating with investment professionals, striving to increase wallet share through top-tier sales recommendations, solutions, and services. Show less