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
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.
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
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
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
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
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
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