LEANNA STUM
Reading
Summary
Demonstrated expertise in financial markets and products, cultivating and maintaining high-net-worth client relationships to drive sales and surpass performance targets.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Private Client Relationship Manager
Citizens Bank Wealth Management
Exton, PA
01.2023 - Current
- Manages and nurtures high-net-worth client relationships, delivering personalized financial services and advice to meet specific needs and goals across a book of business spanning 5 branches. Key responsibilities include:
- Cultivated and strengthened relationships with current and prospective high-net-worth private clients, building trust and loyalty.
- Facilitated seamless client onboarding, including documentation, account setup, and investment objective alignment.
- Oversaw and managed client investment portfolios, aligning strategies with risk tolerance, objectives, and financial goals.
- Developed comprehensive financial plans for clients, addressing short-term and long-term goals such as retirement, estate planning, tax strategies, and wealth preservation.
- Proactively communicated market trends, portfolio performance, and investment opportunities to clients.
- Implemented strategies for client retention and business expansion, identifying opportunities for additional services and referrals.
- Collaborated cross-functionally with investment advisors and product specialists to deliver holistic financial solutions.
- Ensured full compliance with relevant laws, regulations, and internal policies, effectively managing client relationship risks.
- Stayed abreast of industry trends, investment products, and financial markets to provide informed client advice.
- Monitored client portfolio success and provided regular performance reports.
Private Client Banker
KeyBank
Pottstown, PA
01.2022 - 01.2023
- Developed and maintained relationships with high-net-worth individuals and families, addressing diverse financial needs.
- Provided personalized financial advice, identified suitable investment opportunities, and delivered a full range of banking services.
- Generated new business and expanded the client base through exceptional service and attention.
- Ensured compliance with all regulatory requirements while contributing to organizational growth and profitability.
- Utilized strong knowledge of banking products and services, coupled with excellent communication and teamwork skills.
Personal Banker
KeyBank
Pottstown, PA
01.2020 - 01.2022
- Delivered personalized financial services and guidance to individual clients.
- Built strong client relationships by understanding financial needs and providing tailored solutions.
- Managed account opening/closing, deposits, withdrawals, and advised on loans and investments.
- Provided financial education to clients and ensured compliance with banking regulations.
- Successfully managed multiple tasks with exceptional customer service, leveraging strong communication and data analysis skills.
Relationship Banker
Citizens Bank
Temple, PA
01.2017 - 01.2020
- Built lasting customer relationships by assessing financial needs and providing tailored solutions.
- Leveraged expertise in banking products and services to educate clients and guide informed financial decisions.
- Established trust through excellent communication and interpersonal skills, understanding client financial goals to provide proactive recommendations.
- Managed and grew customer relationships, consistently meeting sales targets and collaborating to enhance customer experience.
- Delivered exceptional service, ensuring client loyalty and satisfaction.
Education
Master of Business Administration - Business Management and Marketing
University of Phoenix
01.2014
Bachelor of Science in Business Administration - Business Management and Marketing
University of Phoenix
01.2012
Associate of Art in Business - Business and Finance
University of Phoenix
01.2010
Skills
- Cultivated strong relationships with high-net-worth clients Delivered exemplary customer service and support Translated intricate financial concepts into accessible information for clients
- Leveraged comprehensive understanding of financial products and market trends to enhance investment strategies and private banking services
- Guided teams in navigating banking regulations and compliance standards Oversaw the implementation of financial software and banking tools to optimize operational workflows Coordinated multiple projects to achieve on-time delivery
- Led strategic business development and sales efforts to drive revenue growth and enhance market presence
Certification
- Series 6
- Series 63
- Securities Industry Essentials (SIE)
- Life & Health Insurance
Timeline
Private Client Relationship Manager
Citizens Bank Wealth Management
01.2023 - Current
Private Client Banker
KeyBank
01.2022 - 01.2023
Personal Banker
KeyBank
01.2020 - 01.2022
Relationship Banker
Citizens Bank
01.2017 - 01.2020
Master of Business Administration - Business Management and Marketing
University of Phoenix
Bachelor of Science in Business Administration - Business Management and Marketing
University of Phoenix
Associate of Art in Business - Business and Finance
University of Phoenix