- Build and maintain client basis through keeping current client plans up-to-date and recruiting new clients- Provide guidance and innovative solutions to help meet client’s financial goals and objectives at every life stage- Effectively manage various job responsibilities including operating a teller terminal, a back counter check processing system, promoting products and services, and servicing accounts- Committed to providing superior, memorable and personalized customer service exceeding customer expectations

- Provided financial support through forecasting the business’s financial position- Conducted research and decided on a proper health insurance provider for the business- Produced monthly invoices for clients and coordinated payments of funds- Responsible for establishing, maintaining, and updating a file system - Maintained monthly settlement spreadsheets of travel and business expenses for tax and accounting purposes- Assisted in web site development through HTML/CSS coding

- Processed customer transactions in a precise and timely fashion- Handled deposits and paid out funds in accordance with bank procedures and policies- Provided superior customer service through knowledge of Susquehanna’s various products and services- Utilized sales skills to meet team and individual sales goals- Resolved problems or discrepancies concerning customers’ accounts