Amelia MacAreno
Vice President, Wealth Management Banker @U.S. Bank
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WORK HISTORY
Vice President, Wealth Management Banker @U.S. Bank
Mequon, WI, US
Responsible for building and managing a loan and deposit portfolio of high net worth individuals, families and business owners.* Evaluate, structure, and manage a moderate to highly complex credit portfolio * Profile and identify client situations to capture wealth management opportunities and implement solutions.* Review financial statements and develop customized credit solutions to meet the overall financial planning needs of high net worth individuals, families and businesses.* Provide proactive advice-based solutions for estate planning, retirement planning and business succession.*Manage a deposit portfolio and resolve all client issues while providing top level and professional customer service.*Engage in business development activities and solicitation of new business to grow portfolio of clients and develop multiple referrals to internal business partners.*Utilize credit and risk management skills to ensure a profitable portfolio of clients and adherence to compliance, audit and regulatory requirements.*Actively participate in professional, charitable and community organizations and attend high profile events.
EDUCATION
University of Wisconsin-Madison
Bachelor of Business Administration (B.B.A.)
University of Wisconsin-Madison
Graduate School of Banking
SKILLS
ABOUT AMELIA MACARENO
Relationship Management and Business Development Responsibilities:* Source and underwrite commercial loans for the bank\'s portfolio including liens of credit, letters of credit, equipment financing and owner-occupied commercial real estate.* Coordinate the sales and service of all product lines including treasury management, wealth management, residential mortgages, and consumer depository services.* Counsel customers on general economic conditions, financial institution trends, and industry topics.Marketing Responsibilities:* Develop sales promotion programs to increase revenue by cross-selling products and services to existing customers and prospects for depository and lending products.* Organize and assist in the production of promotional materials to coincide with sales promotions.* Develop sales training classes for new products and services.Management Responsibilities:* Hired and staffed a de novo branch in a new market.* Prepared objectives, monitored performance, and evaluated staff.* Formulated employee incentives to help ensure their objectives were met and developed performance improvement plans for under-achieving employees.Leadership and Community Service:* Served as founding President of Hispanic Professionals of Greater Milwaukee, Inc.(HPGM) for six years.* Served on the Board of Directors of HPGM providing guidance and advice to ensure the sustainability of this relatively new but thriving nonprofit organization whose mission is to develop Hispanic leaders for our community.* Continue to serve on the Advisory Board of HPGM.
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