[Job Title] successful at facilitating ongoing professional development and making sound investment decisions.Accomplished and results-oriented [Job Title] who consistently meets deadlines and increases company revenue. Highly skilled at increasing productivity through detailed cost analysis.Creative [Job Title] providing financial planning strategies for clients by accurately assessing each client's present and future financial needs, objectives and requirements.
Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements.
Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Implemented financial planning recommendations.
Acquired [number] new clients in the past year, with total investment portfolio value of $[number].
Monitored risk accounts on a weekly, monthly, quarterly and annual basis.
Maintained confidentiality of bank records and client information.
Communicated regularly with management regarding portfolio performance and new loan transaction quality.
ATM, credit, customer service, financial, rapport, selling,
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