Daniel Shenk-Moreno
Customer-focused professional with over 8 years of experience in relationship management, consultative sales, and financial services.
- Role
- Personal Banker at KeyBank
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Daniel Shenk-Moreno
I’m a relationship-focused Private Client Banker at KeyBank, partnering with individuals,…
Experience
Personal Banker
Apr 2025 — Present · US
Serve as a client-focused banking professional with a strong background in financial advising and relationship management• Identify client needs and deliver tailored banking and financial solutions• Build trust and deepen customer relationships through proactive communication and personalized service• Educate clients on banking products, services, and digital tools to enhance their financial well-being• Drive branch growth through outreach efforts, referrals, and cross-selling strategies• Ensure adherence to regulatory compliance while maintaining a high standard of client service• Support KeyBank’s mission by promoting financial wellness and actively engaging with the local community
Education
Eastern Mennonite University
Bachelor of Science (B.S.), International Business
2010 — 2013
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