Detail and results oriented professional offering a solid background of experience that demonstrates outstanding, research, and client relationship skills. Ability to assess complex situations, arrive at sound conclusions, and recommend strategies for achieving solutions. Proven success at accurately evaluating client needs and designing effective solutions that generate strong satisfaction levels. Outstanding communication, negotiation, written and interpersonal skills that result in productive relationships at all levels. Independent self-starter who also excels in team environments Bank of America, Glendale, CA (October 2019 - present) Senior Small Business Banker -Responsible for helping small business client establish all aspects of their business relationships through a consultative approach to determine best product fit. -Assist clients with opening deposit, credit, lending, auto accounts, and also working with partner referrals for payroll, merchant and retirement. -Managing a pipeline of 80-100 client accounts, sourced through various Alliance Leads, including Legal Zoom, Incfile and Incauthority. -Responsible for achieving quarterly goals in quality, customer satisfaction, and sales metrics. -Provide ongoing support as a subject matter expert for my team Bank of America, Whittier, California (October 2018 - October 2019) Senior Core Financial Center Specialist -Working with inbound consumer clients with all aspects of service to sales, provided a consultative approach to cross sell clients to further expand their relationship. -Responsible for delivering world class service, uncovering and understanding client’s known and unknown needs and finding solutions to those needs.Interacted with clients over the phone and in person leveraging multiple computer based systems, responsible for sales, operations, quality and client experience goals. -Partnered with various business partners in the financial center and phone channel including Merrill Edge Advisory Center, Mortgage Loan Officers, Financial Center Teammates, Small Business Bankers and other key partners. -Provided ongoing support for my team as a subject matter expert. Reliable and upbeat successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing and cleaning. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic.
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