Javier Santiago

Lead a premium banking program supporting high-net-worth clients with investments, commercial, and day-to-day banking needs, with a strong focus on sales and expanding client relationships. Managed the implementation and onboarding of banking products, guiding clients through account openings and product adoption. Served as the primary point of contact for financial advisors nationwide, resolving complex client needs and coordinating solutions across teams.

Preffered Banking Specialist - Merrill Lynch - Fortworth TX

(2025-12)

• Lead a premium banking program supporting high-net-worth clients with investments, commercial, and day-to-day banking needs, with a strong focus on sales and expanding client relationships.
• Managed the implementation and onboarding of banking products, guiding clients through account openings and product adoption.
• Served as the primary point of contact for financial advisors nationwide, resolving complex client needs and coordinating solutions across teams.
• Managed $500k+ in client relationships while identifying opportunities to deepen client engagement and expand portfolios through additional products and services.

Relationship Banker - Bank of America - Dallas TX

(2024-09 - 2025-12)

• Managed client relationships by identifying financial needs and recommending tailored banking solutions.
• Developed and strengthened client relationships through proactive outreach, financial review, and cross-selling opportunities.
• Collaborated with internal teams to resolve complex client needs while delivering exceptional client service.

Machine Operator - Bank of America - Addison TX

(2022-08 - 2024-09)

• Collaborated with team members to establish operating procedures, specifications, measurements, and quality standards for assigned projects.
• Operated and supervised machinery while ensuring accuracy, efficiency, and smooth workflow throughout the production process.
• Safeguarded sensitive customer information while processing financial documents, including checking, savings, 401(k), and tax-related materials.

Bachelor's Degree - Architecture, with background in finance - Dallas College (2022-08)