Alfred Raul Hegyes
I’m passionate about helping clients achieve their financial goals by combining expert knowledge of banking and lending products with a commitment to service and innovation.
- Role
- Wealth Management Banking Specialist at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Alfred Raul Hegyes
Last name pronounced:(HEGG-ESH)
Experience
Wealth Management Banking Specialist
Oct 2017 — Present · Houston, TX, US
Partner with Wealth Management advisors to manage banking relationships for 300+ high net-worth clients. • Attend prospect client meetings with advisors to acquire both brokerage and banking relationships from contra-firms and outside banks.• Conduct reviews with 150+ financial advisors to analyze their book of business and identify opportunities for increased banking penetration. • Trained and mentored 30+ new hires in banking products and digital platforms.• Conduct monthly training calls with 50+ peers to facilitate best practice sharing and discuss business development techniques. • Expert knowledge of banking and lending products with a focus on online capabilities. • Manage a pipeline of clients and regularly call them to ensure banking relationships post-onboarding reach quality. • Track progress using Tableau reporting and maintain relationships and pipeline through Salesforce.
Education
Niles West High School
2010
2006 — 2010
University of Illinois Chicago
Bachelor of Arts (BA), Political Science and Government
2013 — 2015
Oakton College
Associate of Arts (A.A.), Political Science and Government
2010 — 2013
Skills
- Teamwork
- Budgets
- Community Outreach
- Retail
- Social Media
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Marketing
- Outlook
- Research
- Event Management
- Advertising
- Public Relations
- Photoshop
- Event Planning
- Public Speaking
- Data Analysis
- Editing
- Team Building
- Microsoft Word
- Team Leadership
- Teaching
- Social Networking
- Customer Service
- Microsoft Office
- Sales
- Data Entry
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