Ashley Zucconi
Novato
Summary
Dynamic Senior Banker with a proven track record at Bank of America, excelling in customer relationship management and loan structuring. Cultivated strong client connections, driving sales and expanding the customer base. Recognized for exceptional problem-solving skills and delivering tailored financial solutions, enhancing client satisfaction and loyalty.
Strong team collaborator focused on achieving results and adapting to changing needs. Expertise in individualized instruction, behavior management, and communication. Reliable, empathetic, and resourceful.
Overview
19
19
years of professional experience
Work History
Senior Banker
Bank of America
01.2025 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
Relationship Banker
Bank of America
05.2022 - 01.2025
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Manager
Marin Brewing Company
01.2006 - 02.2022
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Education
College of Marin
Greenbrae, CASkills
- Loan structuring
- Customer relationship management
- Educating clients
- Risk management policies
- Operations
- Business planning
- Investment advisory
- Operational efficiency
- Analyzing data
Accomplishments
- Collaborated with team of 20 in the development of Love for our Elders Volunteer event.
Timeline
Senior Banker
Bank of America
01.2025 - Current
Relationship Banker
Bank of America
05.2022 - 01.2025
Manager
Marin Brewing Company
01.2006 - 02.2022
College of Marin
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