• Prospect/acquire new relationships outside of branch• Profile/analyze customers financial needs and responding with investment, small business and personal products/services while utilizing persuasion and negotiation skills• Met and exceeded investment sales quota quarterly by at least 125%• Top 10 performer in New York metro market area of 80+ individuals within the same job title• Primary contact and resource for large/complex credit needs within the branch… Show more • Prospect/acquire new relationships outside of branch• Profile/analyze customers financial needs and responding with investment, small business and personal products/services while utilizing persuasion and negotiation skills• Met and exceeded investment sales quota quarterly by at least 125%• Top 10 performer in New York metro market area of 80+ individuals within the same job title• Primary contact and resource for large/complex credit needs within the branch - Met and exceeded investment sales quota quarter-over-quarter by at least 150%- Featured monthly as top performer in New York metro market area- Managed investment sales spread over 3 branches in area Show less

Responsible for managing customer portfolios, service relationships and cross sell all products and services. - Featured monthly as top performer in respect to acquiring new business outside of the branch through the Wells@Work Program in the Miami-Dade Region- Gold performer quarter-over-quarter- Met and exceeded sales/loan volume quotas by at least 125%

Responsible for managing customer portfolios, service relationships and cross sell all products and services to customers while providing a broad base of financial and credit services with the goals of acquiring 100% of the customers' business.