Dynamic professional with a proven track record in enhancing customer satisfaction and retention, notably at Bank of America. Excelled in cross-functional coordination and client needs assessment, driving solutions that bolstered financial relationships. Skilled in performance tracking and exceptional communication, adept at multitasking and maintaining professionalism under pressure. Achieved significant improvements in customer engagement through meticulous attention to detail and comprehensive product knowledge.
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Sells and fulfills banking products including checking and savings accounts, credit cards, and Certificate of Deposits (CDs)
Identifies client needs for licensed sales functions, making referrals to Line of Business partners
Quotes rates, terms, and programs for banking solutions
Manages risk in every business, product, and service transaction leveraging available tools