Steven Feeney
Float Therapy | Infrared Sauna | Massage Therapy
- Role
- Wealth Management Banking Specialist at Merrill Lynch
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Steven Feeney
Financial services industry professional with over 14 years of successful retail banking, sales and leadership experience with, most recently, Merrill Lynch in the United States and Australia’s largest financial institution. Experience servicing high net worth, affluent, consumer and business clientele with wealth management solutions including general insurance, banking, mortgage and credit products in addition to partnering with business partners across the groups to deliver holistic solutions and advice. Proven passion for promoting the values of a strong customer focused culture and brand, demonstrated through exceptional business contributions, leadership and relationship management skills. Relationship Management | High Net Worth | Affluent Email: s••••••••@gmail.com As a Relationship Manager I am the single point of contact for a portfolio of affluent / high net worth (HNW) clientele. Managing their unique and complex needs from everyday banking and mortgage lending to business banking, investments, financial planning and wealth protection, while adding value and deepening their relationship with the organisation. CORE COMPETENCIES: • Relationship Management • Retail Banking • Sales and Service • Mortgage Lending • Business Development • Credit • Financial Services • Financial Risk • Risk Management • Portfolio Management • Leadership • Strong Interpersonal Communication ACCOMPLISHMENTS: • Grew a portfolio of $180m in client mortgages, with an average of more than $1 million per client borrower and while surpassing annual lending targets of more than $35m exceeding overall Portfolio Performance Report Targets. • Maintain Customer Service Excellence Scores above 93%. • Led Premier Banking business development in key flagship site, implementing new standards. Please contact me via s••••••••@gmail.com or 95••••••72 with any banking and relationship management opportunities.
Experience
Wealth Management Banking Specialist
Aug 2021 — Present · Boca Raton, FL, US
Education
TAFE NSW
Diploma of Financial Services, Financial Services
2015 — 2016
TAFE NSW
Certificate IV in Financial Services FNS40107 (Retail Lending), Retail Lending
2010 — 2011
Moruya High School
Higher School Certificate, Higher School Certificate
1997 — 2003
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