Negotiation Skills: Expertise in negotiating terms and closing deals to achieve favorable outcomes for both clients and the organization
Product Knowledge: In-depth knowledge of financial products and services, including investment strategies, savings plans, and corresponding account types
Communication Skills: Strong verbal and written communication abilities, essential for presenting ideas clearly and persuasively to clients
Problem-Solving Abilities: Capability to analyze client issues and provide effective solutions in a timely manner
Year Up / Bank of America
Jacksonville, Florida
Panelist
06/2023 - Present
Bank of America
Jacksonville, Florida
Mentor
01/2023 - Present