Responsible for acquisition, retention and expansion of new and existing customer relationships, providing exceptional customer service, taking ownership of the customer experience, assessing their banking and borrowing needs, effectively cross-selling and recommending appropriate products based on a thorough knowledge of products and services. Opened and closed customer accounts including checking, savings, money markets and certificates of deposit. Actively participated in local community and networking events to identify opportunities.

Accurately and efficiently processed transactions including wires, payments, and IRA distributions. Originated, processed, and funded consumer loans including credit cards and lines of credit. Originated deposit accounts including checking, savings, money market, and certificates of deposit. Performed audit job-related duties, like new account and monthly branch audits. Collaborated with the team to achieve sales, service and community goals.

Highly personalized relocation services. Helping people settle in Northern Portugal. Provider of real estate services (buyer agent for purchasing and renting), along with immigration and assistance with personal relocation needs (finding doctors, schools, insurances).

Listen to the member and understand their goals, identifying ways to cross sell company´s products and services. Captured relevant information and input it into the CRM system. Accurately processed transactions including wires and payments. Collaborated with the team to achieve sales, service and community goals. Performed other job-related duties as assigned.

Conducted and scheduled sales meetings. Managed online (search optimization) and offline (trade shows) marketing activities to acquire new customers. Developed new online and offline (print) catalogs for each year’s Summer and Winter collections. Managed improvements and maintained the company’s two websites (Retail and Wholesale), adding new content as needed. Managed local relationships with external service providers, such as print marketing firms, freight carriers and website developers. Developed relationships with new suppliers for initial sourcing and product selection optimization.

Helped clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements. Built relationships with clients by sharing product knowledge and solutions and introducing them to licensed bankers when an additional opportunity was identified.

Responsible for receiving, reviewing and processing all incoming loans for complete accuracy. Collected, evaluated, and cleared all needed documentation from the borrower needed for final approval. Requested appraisal, title, insurance, condo questionnaire, escrow letter and credit supplements. Communicated with brokers on an ongoing basis from approval to closing, following up and through funding on any items needed to close loans and ensure all borrowers receive final documentation in escrow prior to signing loan docs.

Led classes of 30 and 15 students (101 and 102), restructured the content of the courses. Translated documents from Portuguese into English.

Performed contractual and basic finance analysis of credit card applications. Followed up with branches for client information when applications were incomplete. Developed a system of control of required documents and questionable applications. Supervised 5 trainees, completed their monthly performance reports and enhanced the team's training procedures.