Throughout my 16 years of career, I have been able to establish long lasting relationships by being my clients personal advocate and sharing the value of the organization I currently work for. By actively managing, retaining and growing my book of business through an advise -based approach and ensuring each client receives the best products, services for their needs has been the key to my success.
Seeking to add value to an organization where I can continue to grow and learn, while also sharing my experiences and knowledge in order to continue to build and enhance lasting relationships with new and existing clients, while increasing profitability and maximizing clients experiences.
Experience cultivating relationships with affluent clients.
Demonstrate success using value-added reason, relationship-oriented approach to acquire and deepen clients relationships
Adherence to policies, procedures, and regulatory banking requirements.
Series 6, state registration, and Life Insurance Licensed
Fluent English and Spanish verbal and written communication
Excellent communication skills
Strong team orientation with commitment of long- term career with the firm.
Experienced in financial services with success in new client acquisition, cultivating and maintaining customer relationships and revenue generation.
Small Business Banking Certification
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