Panna Patel

• Partner with Merrill Financial Advisors to deliver comprehensive financial solutions to high-net-worth clients ($1-10M).

• Provide expertise in lending, saving, financing, and digital banking solutions.

• Enhance client experience through relationship-driven engagement strategies.

• Effectively manage multiple responsibilities, prioritize tasks, and delegate to achieve results

• Consistently built long-term relationships with existing and new customers.
• Conducted research to identify customer needs.
• Developed growth strategies based on customer satisfaction and financial gain.
• Prepared and maintained records of sales and revenue.

• Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
• Maintained friendly and professional customer interactions.
• Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.

• Responded to customer requests for products, services, and company information.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
• Responded to customer requests, offering excellent support and tailored recommendations to address needs.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.