Dedicated banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in building relationships and adapting to new situations and challenges to best enhance the organizational brand.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Bank Of America
New York, NY
02.2022 - Current
Built seamless pipeline through establishing and managing relationships with potential/ existing clients.
Utilized Salesforce to maintain relationships through tracking inbound interactions and daily outreach.
Successfully produced client engagement on digital/mobile resources to maximize customer experience.
Confidently identified/ created customizable solutions based on client needs and life plans.
Continually boosted branch production and revenue by achieving 120% - 200% on all quarterly sales goals.
Maintain partner relationships by referral process and networking.
Worked with clients to address and respond to client and partnership management issues
Business Consultant
AT&T
New York, NY
08.2019 - 12.2021
Developed complete business plans and operational strategies for new and existing business.
Evaluated situations and delivered targeted solutions using various tools and resources.
Advised customers on suitability of products based on technical needs.
Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
Provided technical troubleshooting and problem solving for clients with installed equipment or system issues.
Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency.
Assistant Manager
Sprint
New York, NY
05.2017 - 06.2019
Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
Promoted from “Sales Consultant” to manager in six-month period
Mentored sales team in applying effective sales techniques and delivering top-notch customer service.
Established and optimized schedules to keep coverage and service in line with business needs.