Accomplished banking professional bringing 5+ years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities. Successful at serving the needs of high net worth individuals with specific requirements and preferences. Knowledgeable about digital, business and consumer financial products and well-versed in asset protection strategies. Highly motivated and results-focused professional with a career track of providing a high level of customer service, support skilled in identifying and targeting individual needs, recommending products and services, and delivering customized solutions and hands-on support. Adept at working collaboratively to deliver timely and quality responses to service requests continuously surpassing goals while complying with company standards and mission.
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