Experienced in financial management, client relations, and portfolio oversight. Adept at utilizing analytical skills to develop tailored financial strategies. Demonstrates a proven track record of enhancing client satisfaction and consistently achieving financial goals.
Helped clients with Financial needs such as:
1. Saving Money
2. Credit needs and/or Improvement
3. Setting up banking accounts for Personal and Business customers
4. Helped manage Personal and Business accounts to take full advantage of
Provided Banking and Account assistance such as:
1. New Accounts (Checking, Saving, and COD’s)
2. Loans
3. Credit Cards
4. Wealth/Investment referrals
Supported tellers as needed by:
1. Performed all banking transactions, as needed
2. Approved overrides, as needed
Worked with colleagues in the following departments to further support the needs of our customers:
1. Wealth Management
2. Treasury Services
3. Mortgage Services
1. Created their schedules
2. Ensured they were performing their duties effectively by properly training them
3. Ensured customers were completely satisfied with their eating experience
NMLS Certification
Certified Notary