Dynamic financial professional with extensive experience in the banking Industry, excelling in cash flow management and relationship building. Proven track record of exceeding sales targets while delivering exceptional client advocacy. Skilled in retirement planning and fraud prevention, fostering trust and loyalty among clients through effective communication and tailored financial solutions.
• Partnering with my BNI group, and the Newport Chamber of Commerce.
• Meeting and exceeding deposit & lending goals.
• Building new business relationships, deepening existing relationships.
• Utilizing Umpqua Banks top 100 lead list to deepen relationships with existing clientele
• Opening new Business accounts; credit cards, lines of credit, Equipment Financing, Construction Loans, Mortgage Loans.
• Adhering to Umpqua Banks policy and procedures guidelines to ensure we are in compliance.
• Developed and maintained strong relationships with a diverse portfolio of First Banks business clients across various industries.
• Provided expert guidance on a range of First Banks products & services. Including loans, lines of credit, and treasury management services.
• Consistently exceeded sales targets and achieved high levels of business and consumer client satisfaction.