Dynamic, result-oriented, and driven professional with extensive experience that cut across financial services, customer service, business development, sales, and account management. Trusted visionary and strategic planner with exceptional skills in reviewing the portfolio of clients to recommend appropriate financial solutions under the client's short and long-term financial objectives to foster customer loyalty and retention. Takes a consultative approach to understanding client's financial needs, helping with business loan process, and preparing finance documents. Adept in implementing appropriate financial solutions, building a book of business, and managing accounts. Proven skills in integrating sales initiatives, engaging in product marketing, meeting sales goals and targets, and maintaining customer base. Developing and executing business strategies that established sales goals; building relationships, cultivating partnerships, and retaining top accounts. Possess strong work ethic, communication, analytical, customer service skills
Available upon request.