Experienced Personal Banker with a track record of surpassing sales targets, generating new business. Known for cultivating strong customer relationships, resulting in a 98% satisfaction rating. Proficient in CRM software for efficient customer interaction tracking and account management.
Accomplished Personal Banker with 5 years of experience in the financial services industry. Consistently exceeded sales goals by 15%, resulting in over $1 million in new business. Built strong relationships with customers, resulting in a 98% customer satisfaction rating. Proven ability to use CRM software to track customer interactions and manage accounts.
California Department of Insurance
Credential ID 4099328
Issued Jan 2021 | Expires Jan 2025
California Secretary of State
Notary Public
Issued Nov 2023 | Expires Nov 2027