Managing premier and affluent household customer portfolios.
Providing full range of business banking services to customers with an emphasis on business products.
Cross-selling additional products through referrals and partners with goal of acquiring 100% of customers' financial services business.
Developing and maintaining relationships with Bank Of America partners to maximize sales opportunities and achieve outstanding sales standards.
Special emphasis placed on providing customers with personal financial counseling and lending services.
Attending weekly Small Business Champion meetings to discuss small business products and strategize about effective ways to sell and implement them.
Responsible for informing and training team members about products and strategies discussed at Small Business Champion meetings; ensure that they meet and exceed
branch's Small Business goal.
Develop and evaluate weekly and monthly sales reports.
Prepare summary of sales performance against established objectives.
Perform as liaison with sales and service staff to identify support needs.
Convey effectual sales practices, develop sales call kits and report sales initiatives.
Responsible for handling customer transactions at banks, including taking deposits, disbursing cash and Greet people warmly and direct them to appropriate bank personnel.
GPA: 3.4/4.0 Finance, Economics and Business Administration
Coursework in Finance, Economics and Business Administration
Balance, book, business plan, Excellent communication, client, Clients, Customer Satisfaction, Detail-oriented, English, financial, internal audit, team leadership, Excel, 97, Powerpoint, Microsoft Office- Word, mortgage loan, performance appraisals, problem solving, risk management, sales, time management
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