Rayshawn Richardson
Alumni @ NYU Stern School of Business
- Role
- Personal Banker at Wells Fargo
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Personal Banker
Jun 2024 — Present · New York, NY, US
Provides tailored financial guidance to clients by analyzing their banking needs and recommending appropriate institutional products and services.• Conducts due diligence on client accounts to ensure compliance with regulatory requirements and internal risk management policies.• Identifies and mitigates potential fraud and operational risks by monitoring transaction activity and escalating anomalies to appropriate departments.• Develops and maintains long-term client relationships through proactive communication, financial reviews, and strategic product recommendations.• Collaborates with internal partners across lending, investments, and treasury services to deliver integrated banking solutions.• Supports the onboarding process for new clients, ensuring all documentation adheres to KYC, AML, and other regulatory standards.• Assists in the execution of branch-level and regional initiatives aimed at client retention, acquisition, and revenue growth.
Education
NYU Stern School of Business
Bachelor of Applied Science - BASc, Finance, General
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.