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Sedric Banks
Registered Wealth Managment Associate @Bank of America Merrill Lynch
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WORK HISTORY
Registered Wealth Managment Associate @Bank of America Merrill Lynch
Carmel, IN, US
Support Financial Advisors in delivering high-touch wealth management services to high-net-worth and ultra-high-net-worth clients• Contribute to client retention and business growth through professionalism, reliability, and a client-first mindset• Build and maintain trusted client relationships through proactive communication, responsiveness, and personalized support• Leverage securities licenses and firm platforms to ensure compliance with regulatory requirements and internal risk controls• Manage day-to-day client service needs, including account maintenance, trade processing, money movement, and service requests with accuracy and discretion• Apply strong technical skills and attention to detail to navigate complex systems, resolve issues efficiently, and improve operational workflows• Partner cross-functionally with internal teams to support client onboarding, documentation, and ongoing account servicing• Utilize years of sales and relationship experience to anticipate client needs and enhance the overall client experience
EDUCATION
Arsenal Technical High School
High School, Architecture
Indiana University Bloomington
Bachelor of Applied Science (BASc), Information Technology
ABOUT SEDRIC BANKS
Licensed securities professional with experience in wealth management and a strong focus on supporting high-net-worth clients and financial advisors. I bring a disciplined, client-first approach to delivering exceptional service, building trust, and maintaining long-term client relationships.Highly personable and relationship-driven, I combine strong interpersonal skills with technical expertise rooted in an information technology educational background. Alongside years of sales experience, this enables me to understand client needs, navigate complex financial processes, and contribute to efficient, high-quality outcomes.Known for professionalism, resilience, and sound judgment, I excel at bridging client relationships with operational and technical precision. Driven by integrity, continuous development, and excellence within the wealth management industry.Proverbs 3:5–6
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