
• Exceeded individual sales goals by fostering relationships with clients and recommending product based on their individual needs.
• Onboarded and mentored new hires in procedures, compliance standards, and performance strategies. While also leading daily huddles, observation coaching, and providing on-sight coaching to team members.
• Educating clients on the latest digital services through utilizing co-browse.
• Extensive knowledge of traditional, in-store, and digital branches.
• Provided leadership, support, and knowledge for understaffed branches while demonstrating the ability to think and adapt quickly based on the unpredictable needs of the branch.
Established relationships and collaborated closely with wealth, small business, and mortgage partners to create a holistic One Bank experience for clients.
• Developed and implemented customized strategies to meet client needs to drive branch revenue and customer retention.
• Collaborated with clients to develop action plans to address specific challenges, objectives, and needs.