Roderick A. Arias
Affluent Segment Relationship Management
- Role
- Senior Branch Premier Banker at Wells Fargo
- Location
- Clifton, NJ, US
- LinkedIn followers
- 500 followers
About Roderick A. Arias
Seasoned Relationship Manager committed to producing results, motivating teams and…
Experience
Senior Branch Premier Banker
Sep 2010 — Present
Seasoned Relationship Manager committed to producing results, motivating teams and building partnerships. As a Senior Premier Banker, I have specialized in the relationship management of high net worth clients and affluent small business owners. I have helped my clients earn more interest on their bank relationships, achieve higher yields, minimize debt and reach life and business goals. As a result, the highlights over my career have been bringing in over sizeable assets, lending to commercial and personal customers, acquiring banking relationships and establishing and retaining multi-MM books of business for almost 20 years.Specialties: Financial Consultation, Relationship Management
Education
Rowan University
Bachelor of Science - BS, Business Administration with MIS Specialization and Computer Science Coursework
Fairleigh Dickinson University
Certificate Program, Financial Education Requirement Course
2015 — 2017
Skills
- Risk Management
- Portfolio Management
- Series 63
- Relationship Management
- Cross Selling
- Finance
- Financial Services
- Series 6
- Financial Advisory
- Investments
- Fixed Annuities
- Insurance
- Asset Allocation
- Mortgage Lending
- Series 7
- Strategic Financial Planning
- Business Relationship Management
- Loans
- Financial Planning
- Retirement Planning
- Commercial Lending
- Securities
- Banking
- Crm
- Credit
- Wealth Management
- Mutual Funds
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