Conducted strategic sales conversations through both internal and outbound interactions, including outbound calling, service-to-sales transitions, and appointment setting, which ultimately strengthened client loyalty. Delivered comprehensive PNC solutions in every client interaction, leveraging ecosystem partnerships and community Centers of Influence to acquire, expand, and retain client relationships.Maintained rigorous adherence to policies and procedures to manage risk, employing sound judgment and vigilance to prevent losses. Provided clients with detailed financial analysis and tailored recommendations to meet their unique needs and goals. Assisted clients with KYC processes, account opening, closing, lending and maintenance, ensuring full compliance with bank policies and procedures.

Administered a comprehensive database of business contacts to improve customer retention through targeted referrals and facilitate increased sales.Executed strategic outbound calls to prospective clients, presenting our products and services effectively.Negotiated purchase agreements and contracts to secure optimal terms for clients.Compiled detailed market analyses to provide clients with accurate property valuations.

Engaging the client by welcoming them warmly with a pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with ChaseUtilizing expert knowledge in our self-service digital platform to communicate options to complete banking needs whenever, wherever and however the customer desiresExhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels.Foster strong client relationships by connecting them with team members who can address their financial needs.Ensure financial transactions are processed accurately and efficiently, adhering to all policies, procedures, and regulatory requirements.Gather CTR information, redeem savings bonds, and process wire transfers and foreign checks.

Developed and implemented policies and procedures to ensure efficient property management.Coordinated general maintenance and repairs to maintain facility operations and enhance appeal.Executed business strategies to optimize tenant satisfaction and minimize vacancies.Managed daily operations, maintenance, and administrative functions across multiple properties.Conducted property tours for prospective tenants, addressing inquiries and showcasing features.Verified rental eligibility by adhering to the company’s established verification processes.Prepared detailed cash flow statement reports.

Organized document management systems by coordinating, archiving, and purging files.Conducted first round of interviews and initialized background checks for potential employees.Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.Created and maintained computer- and paper-based filing and organization systems for records, reports, and documents.Verified operation of office equipment by completing preventive maintenance requirements and calling for repairs.Entered and faxed all receipts onto Quickbooks.Processed financial documents, contracts, expense reports, and invoices.

Negotiated contracts, closed agreements and supported sales team in new product launches.Maintained updated knowledge of changing industry, standards and trends related to accounts.Identified lucrative leads, built relationships with new clients and upsold services, increasing business development.Drove new business development and client acquisition through cold calling, lead generation and exceptional service.Manage different Property Management portfolios while closing B2B opportunities.Acquired new business and drove revenue streams by providing cutting-edge services to clients.

Made actionable and insightful recommendations for new products, extensions, or enhancements.Maintained updated knowledge of changing industry, standards, and trends related to accounts.Updated account plans based on changing markets, customer conditions, and competitor activity.Input customer order details into the system, prepared and process contracts, accepted payments, and updated accounts.Created and optimized seasonal client pitches to close service gaps, meet client needs and boost revenue.Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.

Contacted prospective clients through outbound telephone calls and emails.Researched possible business leads and communicated to supervisor.Followed up with prospects through telephone calls and emails.Attended meetings with clients and partners.Met with local business and community organizations to develop leads and generate business.Assisted with special projects supporting sales and marketing campaigns.