Alphonso Williams Email & Phone Number

Treasure Coast, FL

By taking care of your "to do" list, we can help you find that balance between family, work and other life priorities. We understand the value of your time and we are dedicated to making your life easier. We provide assistance where you need us, whether from your home or your office, or out running errands. We are completely hands on and pride ourselves on.

Florida

All Over

• Uses customer portfolio to gain customer background and uses data to recognize and follow up on existing and future needs.
• Solicits cross-sales and opens new accounts according to guidelines. Cross-sells products or refers to appropriate business line to ensure customer needs are met.
• Effectively utilizes various sales delivery channels in order to achieve goals.
• Solicits loan applications, obtains appropriate documentation, follows up and closes loans accurately the first time.
• Achieves overall individual deposit, loan unit, dollar, and non-interest income goals.
• Opens and processes all types of accounts, products, and/or services for clients after consulting with them on their specific needs. Assists clients whenever possible.

Build and managing life long customer relationshipsUnderstanding customers financial needs and showing them how to get the greatest possible value from our products and servicesAnalyzing current customers relationship and proactively contacting customers with recommendations to help them achieve financial success