Patrick Costello

• Modified, opened and closed customer accounts.
• Advised customers on bank products, services and financial planning options.
• Identified financial needs of customers and presented appropriate product and service options.
• Resolved discrepancies concerning customers' accounts, improving client satisfaction.

• Gathered prospect and new client information for senior representatives
and assisted them in the client acquisition process.
• Identified target prospects by interacting on phone and in person, handling
basic inquiries and providing basic understanding of offered services.
• Generated new client relationships by presenting services/investments
towards target prospects.
• Discussed financial history, conditions, and target goals with target
prospects in the client acquisition process.

• Gathered information from prospects and new clients for senior
representatives and assisted them in the client acquisition process.
• Identified target prospects by interacting on phone.
• Managed incoming calls from existing clients, set/confirmed appointments
and answered questions regarding their account(s).