Martin Carrere

Bachelor's

Finance

Fifth Third Bank

Personal Banker

- Assisted clients in setting and achieving their financial goals through comprehensive financial planning and product recommendations - Conducted regular financial reviews with clients to ensure their investment portfolios were aligned with their risk tolerance objectives - Maintained thorough knowledge of industry regulations and compliance standards, ensuring full adherence to all legal requirements - Managed and mitigated risk by conducting account reviews and identifying potential fraudulent activity - Conducted outbound calls to follow up with potential leads and existing customers, achieving a relative 8% and 3% increase in appointment