Knowledgeable Senior Banker with solid foundation in banking and finance. Proven track record in developing effective financial strategies and managing high-value client portfolios. Demonstrating the ability to lead financial center and drive improved financial outcomes through strategic planning and risk management
• Partner with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assist, educate, and train clients on conducting simple transactions through self-service technologies
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
• Build and deepen productive relationships with prospective and competitive customers to drive sustained growth