Licenses: Life Insurance, Series 6,63 and 65.
Responsible for ....
Top Producing Manager in an affluent market. Increased sales year over year. Customer Service priority
Coached Financial Specialists on increasing sales by using needs assessment
Contributed to the redesign of the Consumer Bank. worked on Affluent Team during the information gathering phase. Designed Financial Needs Assessment work sheets. Creation of new job families, job descriptions, and worked through the Pilots in Asheville and Durham
Created and managed concept branch that catered to professionals and executives in the Winston Salem area. this branch supported the private banking area of....
Successfully increased business at the High Point North Main branch. Became the top producing branch in the Piedmont area for the 2 years that i was there
Created marketing strategies to increase mortgage production in the HIgh Point/Archdale/Thomasville area by realty agencies in the market
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