Responsible for marketing and promoting products, including mortgages, loans, investments, credit cards and deposit accounts to individuals and business clients.• Managed and reconciled financial accounts.• Built productive client relationships, leading to repeat business.• Served as trusted point of contact in resolving complex issues.• Implemented and enforced corporate policies and procedures.• Transitioned seamlessly to multiple branches (Deer Park, Brentwood and Bay Shore) successfully supporting organizational needs and scheduling changes.• Demonstrated in-depth knowledge of new and existing financial products and successfully facilitated the buying function in boosting in-store profits.• Interacted with cross-functional teams in coordinating projects and meeting deadlines.• Tracked and monitored sales objectives and worked with team members improving sales and customer service performance.• Scored consistently 100% for delivering superior customer service during secret shopper visits.• Passed comprehension tests of banking regulations and bank policies during branch audits. • Met or exceeded monthly quotas by building relationships with clients and successfully opening 9+ new accounts each month during tenure.

Collaborated with Loop Advertising and EdVenture Partners in creating and implementing a 90-day marketing initiative and high-profile event designed to attract multicultural candidates to apply for jobs with the Central Intelligence Agency (CIA).• Significantly enhanced campaign effectiveness by expanding the existing marketing program to include Internet advertising, online banners and college campus information booths.• Built a relationship and negotiated a partnership with the manager of on-campus bookstore to garner support for the marketing program.• Skillfully organized and managed schedules, activities and resources, while increasing awareness by participating in public relations (PR) and outreach efforts.• Assisted research team in compiling and tabulating data compiled from student surveys.