Experience

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  Santander bank, n.a.

  Oct 2008 - May 2011

  Personal banking representative

  Sovereign Bank, Boston, MA • Analyzes customers' personal and business portfolios for investment product opportunity growth only. • Analyzes and determines the financial needs of each customer, matches their need to the appropriate products or services (life insurance, mutual funds, fixed annuities, equity link deposit accounts, variable annuities, 401k, 403b); grows profitable customer relationships based upon customer satisfaction • Meets and exceeds personal sales goals and actively participates in all branch sales and marketing activities • Opens new accounts and processes loan applications and closes loans according to guidelines. • Demonstrates an in-depth knowledge of all consumer products and services• Analyzes, reconciles, and audits raw data for preparation of quarterly and monthly audit reports Show less

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  Prudential financial

  May 2011 - Dec 2011

  Financial professional consultant

  Offering investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC and Securities product and services as a registered principal of Pruco. (Life Insurance, Health Insurance, long Term Care, Annuities, Retirement Funding)

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  Citi

  Dec 2011 - May 2014

  Business banker

  Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.• Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.• Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.• Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.• Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching. Show less

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  Santander bank, n.a.

  May 2014 - Jul 2017

  Senior business relationship manager ii

  Responsible for a portfolio of commercial and small business clients.Develop and maintain relationship with internal partners and key external business partners to increase portfolio growth.Monitor credit quality within assigned portfolios and take appropriate actions to enhance business clients needs.Identifies evaluates, structures and documents credit transactions to ensure maximum profitability with reasonable risk.Represent business banking in civic and community functions to further enhance Santander image and develop expanded business. Show less

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  Blue hills bank

  Jul 2017 - Apr 2019

  Vice president senior business development
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  Tcb - the cooperative bank

  May 2019 - Jan 2023

  Vice president of commercial banking

  Vice President of Commercial Banking at TCB, The Cooperatives Bank

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  Metro credit union

  Jan 2023 - now

  Vice president commercial banking