Tamote Chin, CRPC™

• Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets. Specifically targeting and executing a consistent sales process and financial plan for clients and prospects with investable assets between $50,000 to $2 Million.
• Hosting holistic Financial Wellness conversations and completing comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
• Utilizing a consultative sales process and assessment tools where appropriate, providing comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
• Attaining sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.

• Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
• Strengthened client relationships by providing personalized banking solutions and excellent customer service.
• Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
• Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
• Expanded client base through effective networking and referral generation, leading to increased business opportunities.
• Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
• Collaborated with branch team members to improve overall performance and achieve sales targets consistently.

• Reviewed documentation and identified financial discrepancies where applicable.
• Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
• Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
• Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.

• Generated new business with marketing initiatives and strategic plans.
• Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
• Strengthened relationships with key clients by providing exceptional support and maintaining regular communication.

• Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
• Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
• Developed strong relationships with clients, resulting in increased trust and long-term business growth.
• Account Executive responsible for wealth creation and wealth management of client portfolios.

• Analysis and assessment of viable small businesses for capital injection.

• Analysis and preparation of business plans(Balance Sheets, Cash Flow and Profit and Loss statements),

• Field assessments of businesses, provision of strategic advice to business owners, mentoring of prospective and existing clients.