Ben Geneus

Dynamic and result-oriented Financial Professional with 3+ years of experience at Tier-1 institutions including Bank of America. Proven track record in managing high-value client portfolios, driving a 25% increase in product penetration, and ensuring 100% regulatory compliance. Expert in financial modeling, risk assessment, and cross-platform investment strategies.

Bilingual professional currently based in the Greater Montreal Area, ready to leverage global banking expertise for Canadian financial growth.

Senior Banker - Bank of America - Albany, NY, USA

(2025-12 - 2026-01)

• Portfolio Management: Orchestrated financial strategies for high-net-worth clients, maintaining a 98% retention rate through tailored investment solutions.
• Strategic Growth: Spearheaded cross-departmental referral initiatives that grew total Assets Under Management (AUM) by 15% within a single quarter.
• Leadership: Mentored 5+ junior associates on federal regulatory compliance and internal operational excellence protocols.

Relationship Banker - Bank of America - Albany, NY, USA

(2024-04 - 2025-12)

• Client Growth: Managed 100+ active accounts, achieving an 18% surplus on quarterly sales targets through aggressive product cross-selling.
• Customer Excellence: Resolved 95% of complex client inquiries at first point-of-contact, exceeding regional customer satisfaction (CSAT) benchmarks.
• Risk Mitigation: Analyzed financial profiles to identify diversification opportunities while adhering to strict AML and KYC guidelines.

Banker Associate - Trustco Bank - Albany, NY, USA

(2023-08 - 2024-04)

• Operational Accuracy: Balanced daily cash transactions averaging $50,000 with a 100% accuracy rate over an 8-month period.
• Audit Readiness: Proactively audited 200+ accounts, identifying inconsistencies that improved branch audit scores by 12%.
• Sales Success: Boosted referral-to-sale conversion by 30% through needs-based financial profiling and proactive client outreach.

Bachelor of Science (B.S.) - Finance - The College of Saint Rose (2019-08 - 2023-05)

High School Diploma - Mount Saint Joseph Academy (2018 - 2019)