Management of book of business of $ 59 million encompassing business banking clients in partnership with assets managers, underwriters, and partners. Spearheaded efforts to identify and deliver value- added products and solutions. My approach combined sharp business acumen, extensive operational knowledge, and consistent daily communication, all aimed at embodying and advancing the companies vision.

Management of a financial center’s $220 million in high net worth consumer and business clients. Strong focus on acquiring and growing small business relationships with yearly revenue up to $3 million. Provide business solutions ranging from deposits, cash management and credit opportunities up to $500,000. Builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help clients achieve confidence in their financial wellness and achieve their goals.

Enhance professional skills of employees through inspiring leadership and interactive training. Ensure high-level satisfaction and retention of stakeholders by achieving growth, sales, and quality excellence. Follow rules and regulations for proper management and protection of Credit Union's assets. Manage and improve a range of tasks, including performance appraisals, disciplinary issues, and work schedules. Contribute to hiring talented workforce by conducting interviews. Receive and address complex issues to improve process. Play integral role in accepting or denying odd transactions based on defined power and authority. Determine competent employees and polish their skills to capitalize on career growth and development opportunities.

Won confidence of new clients through product knowledge and timely resolutions of queries. Built and sustained relationships with existing clients by consistently meeting requirements of customers. Leveraged software technology to evaluate client financial/personal data to increase cross-sell products and services, while holistically identifying client needs. Enabled clients to attain financial goals through unique solutions.

Oversaw and improved day-to-day operations to enrich client experience. Led all aspects of staffing, cash levels, supplies, inventory, and balancing as per policy and procedures. Resolved staff differences through logical point of view. Managed cash items and financial reports by paying attention to detail.