At City Bank of Wisconsin, I excelled as a Financial Services Representative, leveraging my expertise in financial planning and exceptional interpersonal skills to enhance client satisfaction and drive branch performance. I adeptly navigated industry regulations, significantly improving client relationships through personalized advice, and collaborated effectively to surpass sales targets.
Experienced with financial management, client relations, and portfolio oversight. Utilizes analytical skills to develop tailored financial strategies. Track record of enhancing client satisfaction and achieving financial goals.