Bike

Mountain biking

VP & Sr Wealth Management banking / Private Banking

Executive

Currently actively looking for new opportunities

•	Client manager / Account Manager – 15 years
•	Experienced in C-level executive services – 20 years 
•	Excellent Sales performer – 15 years
•	Mortgage origination, processing and underwriting – 15 years
•	Leadership – 10 years
•	General Manager and Head of Overseas Offices – 5 years
•	International Business experiences – 7 years
•	Market Manager Premier Banking and Investments – 2 years
•	Software experiences – EXCEL, WORD, POWERPOINT – over 20 years
•	FINRA securities licenses series: 7, 6, 26, 63, 65 – since 2000
•	Six Sigma Diploma

-Mortgage origination, processing and underwriting
-Investment lending origination
-Sales by influence
-Increased in revenue generating breadth of relationship of over 100 clients from one products to three or more
-Provides deposit and credit expertise and advice to affluent clients in support of the Financial Advisor and client relationship. 
-Provides comprehensive financial planning capabilities through assessing needs, identifying opportunities, and recommending financial solutions. 
-A team player with multiple virtual teams that includes Financial Advisory Team, Support and Product Partners. 
-Focus on product partnership with the goal of educating and coaching a Financial Advisor on the wealth management banking value proposition and effectiveness in offering debt and liquidity solutions.

- Lead a team of 24 Premier Client Managers across Lancaster, Palmdale, Santa Clarita Valley, and San Fernando Valley, with $2.1B in combined assets comprised of $1.4B in deposits and $720M in investments to meet quarterly sales goals of $50M in credit, $20M in new deposits, and 40 newly acquired clients.

- Transformed Premier Banking and Investment Team from ranking at 90th to 26th out of 116 teams, in less than two years by rebuilding and restructuring my team.  Terminating unqualified staff, coaching and developing remaining personnel, instilling customer service focus, providing staff with necessary tools, and establishing individual accountability, achieved the improved ranking. 

- Drove customer satisfaction improvements and new deposit growth by realigning team’s core business practice with corporate partnership business model.

- Raised client delight score from 40% to 64% by shifting business culture from transactional to relationship based and instilling focus on customer service, client relationships, and consultative services.

- Secured $50M in new deposits within one month by enabling staff to win client confidence through delivery of effective sales presentations that capitalized on strength of Bank of America.

Market Manager – Premier Banking and Investments

- Managed 380 client relationships with $150million in total combined assets to meet quarterly sales goals of $3M in credit, $1.5M in new money, and 50 referrals to Financial Advisors. Consulted with clients to provide financial planning, credit, and banking services.

- Ranked among Top 10% of all client managers quarter over quarter and consistently met multi-million dollar quarterly goals.

- Successfully acquired new assets in excess of $7million year on year, through new clients acquisition and organic growth of existing clients.

- Generate and grow client base from 95 to 380 clients, through relationship building and centers of influences

- Maintained client satisfaction survey to over 70% satisfied clients

Client Manager / Account Manager

Acquire new clients, generate business loans, and capture sales opportunities. Offered customized lending to qualified business and wealthy clients including cash flow based lending, term loans, residential and commercial mortgages, and construction loans.

Client Financial Advisor and Business Banking Officer

- Consulted with high net worth individual and business clients to develop custom investment strategies, lending products, and cash management services. 

- Built and managed assets under management from ground up to $15million within two years

- Generated business from ground up through phone calls, client meetings and centers of influences

Financial Advisor

Find out detailed information about samuel ramli, VP & Sr Wealth Management banking / Private Banking in Westlake Village, CA

samuel ramli: VP & Sr Wealth Management banking / Private Banking in Westlake Village, CA

samuel ramli