Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Developed strategic plans for day-to-day financial operations.
- Created financial dashboards to provide insights into key performance indicators.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.