Top-performer with proven success of consistently meeting and exceeding retail and investment sales goals, operational expectations, and customer expectations. Well-regarded interpersonal, analytical, and problem-solving skills that contribute to daily banking operations. Proficient with leveraging available resources and technologies to optimize the customer experience and serve customers with operational excellence and accuracy.
As a Relationship Manager I was in charge of managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. Part of my job requires to meet customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (for example, customer's banking, small business, mortgage and investment needs). It was my task to execute sales and service tactics, activities, and processes, as defined by company policyand procedures while managing risk in each and every transaction. As a Relationship Manager I restricted the level of risk by complying with all applicable banking and investment laws, regulations, company policies and procedures to serve the client's best interest and enhance client satisfaction.
As a Financial Sales Representative (FSR) I had to be able to deal with any customer, on any financial need, in a professional and knowledgeable manner. I was responsible for contributing directly to the achievement of sales goals by recognizing opportunities to sell and cross-sell products/services. I was also responsible for providing a full range of banking services, with emphasis on developing/maintaining a personal banking relationship with new and existing customers. The majority of my time was spent providing customers and potential customers with a clear understanding of the features and benefits of products and services offered at the bank.
I was in charge of representing the company with my excellent customer service and abilities to solve problems at a professional and efficient manner. I was required to be flexible in my schedule and adjust to the vast different personalities each branch would provide. This being my first true job I had a rough time selling products but in the progress of my banking career as a teller I learned and self-taught myself with sales pitches and being proactive at my job.
I was nominated "Credit Card Champion" for Norman West Supercenter during the Credit Card Promotion Arvest Bank held through the months of August and September. My leadership and coaching skills achieved the branch being recognized for the entire Oklahoma City Market as Number 3 in most submitted and Number 2 most approved Credit Cards.
Recognized several times by Arvest Upper Management for:
Bank of America
Every quarter Bank of America sends out a global recognition for each market's “Top Performer(s).” From August of 2017 - March of 2019, I have been nominated twice for this prestigious spotlight for the Oklahoma City Market region.
JPMorgan Chase Bank
Recognize for my consistent show of commitment towards growing and retaining my client book. This was achieved through responsible growth and making sure I excelled the required calls per week.
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