Diligent and driven Licensed Banker who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
Acquired 9 new investment clients in the last quarter, with total investment portfolio value of $450k while reaching goals for retail banking expectations. Number 1 in Northern New Jersey in closed investment referrals for the position.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Serviced customers and address concerns while finding products beneficial to them that would deepen and enhance existing relationships.
Perform any number of customer transaction while maintaining a balanced till.
In charge of maximizing earnings in the store by motivating and coaching the staff on identifying opportunities and cross selling techniques.
Oversee all aspects of running a retail business including reaching revenue goals, product placement, hiring staff, and scheduling.
Oversee store operations in the absence of the Store Manager or Assistant Manager.
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