Eager to expand into Universal Banking by leveraging expertise in sales and comprehensive financial advising to deliver a full spectrum of banking services for Northern Trust.
• Conducted needs-based assessments for existing customers and prospects to strengthen relationships, enhance loyalty, and identify immediate and future financial opportunities.
• Facilitated the opening of new accounts and services, and lending applications for clients, ensuring accuracy, compliance, and a seamless customer experience.
• Assisted with banking, lending, investments, and home financing solutions.
• Protected client and bank assets in compliance with all regulatory, legal, and ethical requirements.
• Supported customers with personal banking needs while incorporating marketing promotions and programs to deliver strategic financial advice.
• Maintained client profiles through various business and (CRM) applications including Salesforce, FIS, and TPSS
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
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Nationwide Mortgage Licensing System (NMLS)