Natasha Jativa
South Park Township,PA
Summary
Dedicated Wealth Management professional offering 9-year track record of engaging with affluent clients and handling a diverse range of financial needs, including retirement planning and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies.
Overview
14
14
years of professional experience
Work History
PCRM/ Wealth Client Consultant
Citizens Investment Services
Pittsburgh, PA
07.2021 - Current
- Deepening relationships by using F.O.R.U.M effectively in the discovery process
- Engage and generate new client relationships through outreach to existing Citizens customers
- Uncover lending and investment opportunities using discovery skills and smart lead data intelligence
- Work closely with internal and external partners to build awareness of wealth management capabilities
Premier Advisor
Citizens Financial Services Inc.
Pittsburgh, PA
12.2018 - 07.2021
- Responsible to service portfolio of affluent households with investable assets of $500,000 or more
- Trusted advisor increased book of business to over $86 million in client assets while retaining and acquiring new clients
- Contributed to profit, sales and product targets of Retail and Wealth Management Division by selling appropriate financial solutions and banking services to portfolio of clients
Branch Manager
Citizens Bank
Pittsburgh, PA
11.2017 - 12.2018
- Promoted and drove sales by encouraging colleagues to take ownership and accountability for distinguished customer service and drive sales
- Assisted colleagues in achieving their developmental and career goals
- Created and managed branch business plan profit and loss statement which was effectively executed 150% over goal
Licensed Relationship Manager
Citizens Bank
Pittsburgh, PA
11.2013 - 11.2017
- Exceeded quarterly goals, averaging 220% sales revenue in categories of wealth management, lending and commercial banking
- Worked directly with Financial Advisor to increase sales and grow book of business in wealth management solutions
- Collaborated with business partners to increase shared wallet
Director of Sales and Marketing
Style Expressions
Pittsburgh, PA
04.2011 - 11.2013
- Designed and implemented sales script for employees to effectively schedule appointments and increase revenue
- Created display booth for trade shows across country including: Kennel Palooza in Chicago, IL and Orlando, FL
- Retained and built relationships with Petland franchise owners across country to increasing store sales by 15%
Logistics Coordinator
PLS Logistics
Pittsburgh, PA
12.2009 - 04.2011
- Planned and supervised shipments from production to end-user and scheduled daily and weekly routes
- Negotiated and sold logistic services to prospective customers
averaging 20% margin per transaction - Implemented formulas to calculate weight per truck load to abide by scaling restrictions in each state
Education
Bachelor of Science - Business
Duquesne University
Pittsburgh, PA12.2009
Licensing And Certificates
Skills
- Delivering personalized advisory services and financial strategies to affluent clientele to achieve their needs, wants and wishes
- Increasing marketing productivity by implementing lead nurturing throughout sales cycle
- Operating proficiency in Customer Relationship Management (CRM) software including Salesforce and MoneyGuidePro
- Expanding and maintaining relationships with internal business partners; as well as developing and maintaining relationships with external partners and surrounding communities
Accomplishments
- Attended top performer assembly of Citizens Bank 2013-2018
- Served as a guest panelist, offering expertise to Licensed Banker Program in Philadelphia, PA
- Excelled in branch operations resulting in a meticulous audit
- Completed "Certified Wealth Advisor" course through Cannon Financial Institute
Timeline
PCRM/ Wealth Client Consultant
Citizens Investment Services
07.2021 - Current
Premier Advisor
Citizens Financial Services Inc.
12.2018 - 07.2021
Branch Manager
Citizens Bank
11.2017 - 12.2018
Licensed Relationship Manager
Citizens Bank
11.2013 - 11.2017
Director of Sales and Marketing
Style Expressions
04.2011 - 11.2013
Logistics Coordinator
PLS Logistics
12.2009 - 04.2011
Bachelor of Science - Business
Duquesne University
Licensing And Certificates