Sierra Mitchell

• Establishes strong client relationships through daily meetings and phone engagement to create specialized financial solutions.
• Specialized in tailoring and diversifying portfolios according to client requirements.
• Coaches and supports junior employees to apply best practices, identify leads/opportunities, and following procedures as manager on duty such a supervisor overrides
• Improved customer experience with thorough product knowledge and prompt issue resolution.
• Provides exceptional service to high net worth clients, building trust and fostering long-term relationships.
• Specializes in complex account opening, business account opening, and overall account management
• Responded to customer concerns by providing friendly, knowledgeable support, and maintaining composure and professionalism.
• Provided exceptional customer service, addressing concerns promptly and ensuring repeat business from satisfied clients.

• Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
• Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
• Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
• Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
• Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.

• Executed customer transactions, including deposits, withdrawals, money orders and checks
• Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions
• Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft

•Amplified programming of Annual Health and Wellness Challenge by assisting with strategy, recruitment, organizing, and tactical implementation

•Designed work exercise routines, implemented walking club, and assisted with meal plans

•Remodeled and instructed health and fitness classes for adults with developmental disabilities

•Maintained status reports to provide management with updated information for client projects