Exceeded sales goals producing results as a top performer in the region each Quarter throughout 2023
- Drove in new deposits in excess of 1.5M+ each quarter and brought in new clientele as Primacy Clients
- Worked Loan applications for both consumer and business clients
- Managed a portfolio of clients with net worths ranging from $0 - $2M providing exceptional customer service and handling client concerns in a professional and timely manner
- Build and develop long term relationships, ensuring compliance with polices and procedures relation to banking regulations
- Identify and recommend financial products and banking solutions based on client needs and increase client retention
- Provided tailored solutions for clients with net worth $250k-$2M as high valued clients
- Partnered with our Key Private Bank to Introduce clients with networth of $2M+ to provide custom solutions for themselves and their families
- Delivered retail and personal banking services to clients, worked call leads to bring in new business, managed client transactions and wire transfers, ensured accurate deposits, and coordinated with clients and risk management teams to investigate potential fraudulent account activity
Took on additional roles to move into Management role:
- Currently enrolled into transitionary program from Personal Banker to Branch Manager; LEAP
- Coach and Develop Tellers, Created tangible trackers to maintain a weekly focus and show growth
- Meet with weekly to discuss strengths and opportunities - shifting focus if needed to abide with current focus of branch
- "Feet on the street" Met with businesses in our footprint to introduce myself and invite in to the branch to uncover needs of the client and provide tailored solutions to bring in new business
- Established small and medium sized business accounts and collaborate with home lenders and financial advisors to cross sell and provide additional services to existing and new business clients