Sam Colón
About Sam Colón
Sam Colón serves as a Senior Private Bank Officer and Vice President at City National Bank, where he has worked since 2011. He has extensive experience in private banking, client assistance during the COVID-19 pandemic, and holds multiple financial certifications.
Work at City National Bank
Sam Colón has been employed at City National Bank since 2011, holding the position of Senior Private Bank Officer and Vice President in the Private Bank division. Over the course of 13 years, he has contributed to the bank's operations in the Greater New York City Area. His role involves assisting high-net-worth clients with their banking needs and financial strategies. Colón has also participated in the Sales Advisory Council, where he contributed to the analysis of sales strategies and best practices within the organization.
Education and Expertise
Colón studied at Rice Business - Jones Graduate School of Business, where he gained knowledge relevant to his career in finance. In 2021, he completed a program focused on the Foundations of Mindfulness, which lasted for 11 months. His educational background supports his expertise in private banking and client management, enhancing his ability to serve a diverse clientele.
Background in Banking
Before joining City National Bank, Sam Colón worked at First Republic Bank as a Preferred Banker in the Private Bank division from 2007 to 2011. He also served as an International Financial Advisor and Vice President at Citicorp Investment Services from 2004 to 2007. His extensive background in various banking roles has equipped him with a comprehensive understanding of financial services and client relations.
Achievements in Client Services
During the COVID-19 pandemic, Colón assisted clients in obtaining Paycheck Protection Program (PPP) loans, demonstrating his commitment to supporting clients in challenging times. He has developed extensive experience in creating Know Your Customer (KYC) profiles and conducting Anti-Money Laundering (AML) screenings, which are critical components of compliance in the financial industry.
Certifications and Language Skills
Sam Colón holds multiple certifications, including Offshore Sales, Preferred Securities Sales, and International Fixed Income Sales. These certifications enhance his qualifications in the financial sector. Additionally, he is fluent in Spanish, which allows him to effectively communicate with a diverse client base, further broadening his reach in the private banking sector.