> Successfully managing, training and instructing several new associates in the office concurrently. Establishing deep-rooted customer relationships based on a thorough knowledge of each client's history, market, internal structure and diverse needs. > Managing multiple clients, projects, diverse product types, as well as managing several associates. Providing effective and exemplary communication to clients regarding all consumer banking matters. > Communicating with clients to resolve escalated matters through channels of inbound telephone, fax, and e-mail using proper business etiquette. Developing trusted advisor relationships with clients by driving the overall client experience for defined plans.

> Forwarded upselling and cross-selling opportunities to the sales team. Promoted high-quality sales, supply and customer service processes. Preserved customers and renewed contracts.> Provided clients with comprehensive product and service consultations and guided their decision-making process. Resolved complaints and issues efficiently and in a timely manner.

> Implemented financial planning recommendations and referred clients to associates who can assist them with plan implementation.> Interpreted client’s information such as investment performance reports, financial document summaries and income projections. Conducted investigations on available investment opportunities to determine compatibility with client financial plans. > Recommended financial products which included stocks, bonds, mutual funds, or insurance. Developed new relations through reference and other sources.

> Managed investment clients through client visits, provide Wealth Counseling and financial investment advisory to the clients, and achieve revenue target. Analyzed financial information obtained from clients. Prepared and implemented financial planning recommendations.> Oversaw and managed marketing activities of wide range of financial products and services.

Oversaw and supervised plans that met the needs of customers. Acted promptly inorder to address and resolve customer issues. Worked with internal departments to ensure company meets clients’ expectations. Oversaw customer relationship management system.

Oversaw and supervised plans that met the needs of customers. Acted promptly inorder to address and resolve customer issues. Worked with internal departments to ensure company meets clients’ expectations. Oversaw customer relationship management system.