Financial Services Representative
SunTrust
03 2003 - 09 2003
- Developed and delivered financial presentations to drive client engagement.
- Conducted market research and analysis to identify investment opportunities.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
- Advised clients on favorable investment opportunities to meet established financial goals.