Moshe Sosunov
Private Client Relationship Banker @ Santander Bank, N.A. | CRM, Business Management
- Role
- Senior Relationship Banker Rm at Santander US
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Moshe Sosunov
I have over nine years of experience in the financial services industry, specializing in business banking, relationship management, and credit solutions. I am currently a Senior Relationship Banker RM at Santander Bank, N.A, where I provide the best in client advice and service and develop the relationship to ensure a seamless client experience.I manage a portfolio of 127 business clients with annual revenue of $250K -$3 million, delivering comprehensive and customized business banking solutions tailored to their financial needs and circumstances. I also support branch-based Relationship Managers on sizable credit deals as needed. I have a strong understanding of business credit, deposit, and cash management products and services, and I have earned multiple certifications in these areas. My mission is to help my clients grow and succeed in their businesses.
Experience
Senior Relationship Banker Rm
Nov 2021 — Present
Provide the best in client advice and service and develop the relationship to ensure a seamless client experience.• Acquire, manage, and retain a portfolio of 127 business clients with annual revenue of $250K -$3 million; provide deposit and cash management solutions and manage credit opportunities up to approximately $15 million; provide support to branch-based Relationship Manager\'s on sizable credit deals as needed.• Deliver an outstanding experience to business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
Education
Brooklyn College
Undergradute, Banking, Corporate, Finance, and Securities Law
2017
Azerbaijan State University of Economics • UNEC
Associate's degree, Accounting and Finance
Skills
- Retail Banking
- Finance
- Banking
- Management
- Portfolio Management
- Loans
- Customer Service
- Microsoft Excel
- Financial Services
- Credit
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