Dynamic and reliable Small Business Banker with 8 years of retail banking, customer service and consulting experience. I have an extensive career in financial services and a track record of driving sales and boosting company morale. Quick to adapt to any working environment and learn new skills.
Developed a base of over 100 clients through networking and seminar marketing. Coordinated all efforts to offer and sell financial products and services (i.e. credit cards, CD's IRA's and loans) to small business owners. Advised clients on Small Business products that will maximize financial growth and provides clients with financial planning.
Establish, develop and maintain long-term financial relationships with current and potential clients. Delivered informational sales presentations to potential investors to build symbiotic client relationships. Extensive knowledge with Mutual Funds, Money Market Savings, Bonds, Stocks, Trusts, IOLTA/Attorney Client Trust Accounts, Jackie Coogan Accounts, CUTMA and Court Blocked Accounts. Identify unique customer needs and recommend proactive long-term solutions based on their specific needs. Identify at risk customers who may be involved in fraudulent transactions or money laundering.
Coordinated all efforts to offer and sell financial products and services (i.e. credit cards, CD's IRA's and loans) to both consumer and small business owners. Experience with 1st Mortgage, Refinance, Home Equity Line of Credit, and Business Line of Credit applications as well as a myriad of financial services offered. Ensure that the banking center maintains corporate responsibility and meets both the spoken and unspoken business expectations of each client.
Took courses to become a Certified Financial Planner at UCLA Extension.
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