Supported the full sales and client lifecycle by coordinating closely with Sales Consultants, internal teams, and prospects to ensure a consistent and high-quality client experience.
Acted as a point of contact for sales process support, ensuring accurate opportunity tracking, documentation, and timely follow-ups within Salesforce.
Assisted in preparing and supporting platform demonstrations, translating product capabilities into clear business value for prospective clients.
Leveraged Salesforce, Gong, and Highspot to maintain deal accuracy, document customer requirements, and support pipeline visibility.
Associate Banker
Chase Bank
Lithia Springs, USA
05.2023 - 07.2025
Supported customer education initiatives by guiding clients through Chase digital platforms, strengthening adoption and long-term engagement.
Maintained accuracy across customer records and transactions, supporting operational efficiency and audit readiness.
Collaborated closely with sales and service teams to ensure smooth daily operations and consistent customer experience.
Personal Banker
PNC Bank
Atlanta, USA
12.2022 - 05.2023
Initiated proactive sales conversations through structured processes, driving client acquisition.
Created personalized banking strategies and leveraged product knowledge to support individual financial goals.
Applied critical thinking to create innovative solutions for diverse customer scenarios.