Client Relationship Consultant US Bank National Association
06.2011 - Current
Assist customers with setting up new accounts, completing loan applications and signing up for new services.
Conduct detailed financial reviews for clients to recommend appropriate products to fit clients needs.
Work closely with management to strategize sales techniques to increase branch production and customer service.
Enhance branch production by coaching employees, assist with training new hires, preparing office reports, auditing, and approving transactions.
Conduct outbound phone calls daily to existing and potential clients.
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