Targeted accounts at senior and executive levels and secured funding for future initiatives.
- 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.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Carried out day-to-day duties accurately and efficiently.
- Conducted research, gathered information from multiple sources and presented results.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Collaborated with team members to achieve target results.
- Handled 50 calls per day to address customer inquiries and concerns.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Discussed financial options with clients and provided informed suggestions.
- Used coordination and planning skills to achieve results according to schedule.