Proficient FRC (Financial Relationship Consultant)NMLS responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their needs. Experienced in cash handling and customer service environments. Motivated and professional with friendly demeanor and hard-working nature. Seeking to expand and support high-volume operations with strong multi-tasking abilities with high energy.
Familiar with diverse banking and investment products, including deposit accounts and loans, annuity, investments. Competent in setting up services, and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
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