Banking professional experienced in managing top tier client portfolios with complex needs and high expectations. Exceptional ability to establish rapport with clients, while gaining trust, and learning the client’s business to proactively offer solutions increasing revenue and client satisfaction. Proven record of effective short and long range tactical planning improving operational processes to reduce losses for both the client and the business. Effectively coordinating and overseeing internal and external projects to meet established goals and deadlines. With an advanced ability to communicate effectively between all levels of management internally and externally. Advocating and navigating the firm on the clients behalf taking ownership of the client's experience.
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