Senior Client Advisor
CurrentLead team by example and coaching (one on one & group sessions) to meet/exceed sales goals. Ensure the staff was up to date on all compliance and procedures. I effectively assisted customers with meeting their financial needs by developing new and cultivated existing customer relationship through various channels. Facilitated loan applications through to booking. Responsible for ensuring branch facilities were adequately maintained. Embrace alternative avenues of technology associated with banking transactions to best meet customer needs. Attend/Host networking events as an officer of Seacoast Bank as well as participate in local community events.