Summary
Overview
Work History
Education
Skills
Languages
Timeline
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BRIAN CHICAIZA

Revere

Summary

Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Able to foster a collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication. Having 7 years in the banking industry I am able to Utilizes customer-centric approach to enhance satisfaction and loyalty with all clients I interact with.

Overview

6
6
years of professional experience

Work History

Relationship Banker

M&T Bank
07.2024 - Current
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Educated customers on features and benefits of banking products and services.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
  • Analyzed client portfolios to identify opportunities for cross-selling banking products.
  • Achieved high levels of client acquisition through effective networking and referral strategies.
  • Played key role in developing mentorship program for new Relationship Bankers, improving team performance.
  • Led onboarding process for new clients, ensuring seamless integration into banking services.
  • Strengthened relationships between the branch wealth management division and clients by assisting in referring potential wealth clients for a meeting with our advisor. Leading to branch success and over achieving goals.
  • Visited potential Business clients to build rapport / relationship and gain their business, participated in networking events to connect with new business for potential new to bank business clients.

Restaurant Supervisor

Legends Hospitality: Central Park Boathouse
03.2024 - 09.2024
  • Handled guest complaints professionally, resolving issues to enhance overall satisfaction levels.
  • Improved customer satisfaction by ensuring consistent quality of food and service.
  • Coordinated team members with focus on productivity, efficiency and enhancing customer experience.
  • Supervised staff to confirm that all food and beverage orders were promptly and accurately prepared.
  • Coordinated with kitchen employees and front of house personnel to consistently drive smooth operations.
  • Identified and addressed customer complaints to promote satisfaction and loyalty.

Store Supervisor

TD Bank
06.2023 - 03.2024
  • Oversee daily store operations, including opening and closing procedures, to ensure smooth and efficient workflow.
  • Train and supervise a team of retail associates to provide excellent customer service and meet sales targets.
  • Collaborate with upper management to develop and implement store policies and procedures to improve overall efficiency and customer satisfaction.

Personal Banker

Citi Bank
02.2019 - 11.2022
  • Conducted thorough financial assessments for clients to offer appropriate products and services, such as checking accounts, savings accounts, loans, and credit cards.
  • Advised clients on financial planning and investment opportunities to help them achieve their short-term and long-term financial goals.
  • Educated clients on digital banking tools and resources to enhance their banking experience and promote self-service options.
  • Achieved and exceeded sales targets by actively promoting banking products and services to drive revenue growth and increase customer satisfaction.

Education

Highschool Diploma -

Aviation High School
Long Island City, NY

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Financial services
  • Financial planning
  • Cross-selling products
  • Loans
  • Business accounts, loans and prospecting
  • Investment advisory ( referrals )
  • Credit assessment
  • Multitasking Abilities
  • Organizational skills
  • Excellent communication
  • Critical thinking

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Relationship Banker

M&T Bank
07.2024 - Current

Restaurant Supervisor

Legends Hospitality: Central Park Boathouse
03.2024 - 09.2024

Store Supervisor

TD Bank
06.2023 - 03.2024

Personal Banker

Citi Bank
02.2019 - 11.2022

Highschool Diploma -

Aviation High School

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BRIAN CHICAIZA