Summary
Overview
Work History
Education
Skills
Timeline
Generic

Roseann Faraci

N Babylon

Summary

Dynamic Senior Relationship Banker with expertise in loan origination, portfolio management and cash handling experience for 43 years. Proven track record of enhancing client satisfaction and driving revenue growth through personalized financial solutions. Skilled in cash flow analysis and adept at resolving complex issues, fostering trust and loyalty among high-value clients.

Overview

18
18
years of professional experience

Work History

Senior Relationship Banker AVP

M&T Bank
05.2022 - Current
  • Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
  • Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
  • Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
  • Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
  • Mentored junior Relationship Bankers, sharing best practices for success in the role.
  • Collaborated with branch team members to achieve sales targets and improve overall performance.
  • Developed new business by actively prospecting potential customers and maintaining strong referral networks.
  • Coordinated with internal departments such as credit analysis or risk management teams for obtaining necessary approvals on high-profile transactions.
  • Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
  • Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
  • Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
  • Delivered informative presentations at community events, promoting the bank''s services and fostering goodwill within the local area.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.

Client Service Manager AVP

Sterling Bank & Trust
05.2007 - 05.2022
  • Enhanced client satisfaction by addressing concerns and providing timely solutions.
  • Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
  • Developed and maintained strong relationships with clients, resulting in increased business opportunities.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Followed through with client requests to resolve problems.
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
  • Took ownership of customer issues and followed problems through to resolution.
  • Mentored junior staff members for career growth opportunities within the organization.
  • Nurtured long-term relationships with clients, fostering loyalty and business growth opportunities.

Sales Associate

Macy's
06.2018 - 01.2020
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Rotated stock and restocked shelves to maintain product availability and store appearance.
  • Engaged with customers to build rapport and loyalty.
  • Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.

Education

Business

Bay Shore Senior High School
Bay Shore, NY

Skills

  • Cash flow analysis
  • Loan origination
  • Portfolio management
  • Wealth management

Timeline

Senior Relationship Banker AVP

M&T Bank
05.2022 - Current

Sales Associate

Macy's
06.2018 - 01.2020

Client Service Manager AVP

Sterling Bank & Trust
05.2007 - 05.2022

Business

Bay Shore Senior High School
Roseann Faraci