Sharp banking professional whose talents shine in a competitive, innovative and creative environment.
Track record of increasing sales, improving client retention and growing customer base.
Excellent communication skills
Created strategies to expand existing customer sales, resulting in a 70% increase in annual sales.
Exceeded sales objectives in 2013. Achieved top 3 percentile sales in 2014.
Resolved customer complaints by identifying problems and taking appropriate corrective actions.
Created a referral with investment partner that resulted in $5M additional revenue.
Awarded Employee of the year two times in two years following commendation from consumer market managers and recommendation from peers.
Provided world class customer service.
Offered and sold financial products and services.
Pro-actively meet with customers face to face and over the phone to discover their financial needs.
Delivered informational sales presentations to potential investors to build symbiotic client relationships.
Educated and demonstrated convenient way to bank such as self-service options.
Partnered with sales specialists in retail Lending and Investments.
Made outbound calls independently to customers and business.
Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
Managed risk in every business, product, and service transaction.
Adhered to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
Meet and exceeded customer and small business goals.
Created a value added experience for customers.
Connected customers to resources, teammates and specialists to meet their financial needs.
Identified customer deposit, credit, mortgage, saving and small business banking needs.
Recommended the best products, services and solutions for the customer or the business.
Processed teller transactions accurately and efficiently in accordance with established policies and procedures.
Balanced daily work and ATM.
Filled the Teller Cash Dispenser and Vault.
Actively recruited and oversaw training for all new branch employees.
Provided financial analysis reports of commercial real estate, borrower's financial statements, lease reviews and market research.
Educated customers on the variety of loan products and available credit options.Implemented annual performance appraisals for all branch staff. Recommended innovative alternatives to generate revenue and reduce unnecessary costs.
Provided customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products.
Resolved “escalating” customer inquiries and problems pertaining to consumer deposit and lending accounts.
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