Deliver outstanding client experience while processing new deposit accounts, credit applications, service requests, and financial review conversations.Uncover client needs and grow the business through outreach phone calls and emails.Provide customized product and service options for clients based on their unique individual needs.Connect clients with business partners (e.g., mortgage bankers, business specialists, financial advisors)Manage operational, compliance, and reputational risks by adhering to security controls, ensuring activities are completed according to written procedures, and regulatory reporting is filed accurately.Support the branch by making transaction approval decisions and conducting daily operational tasks (e.g., commercial deposit manifests and cash shipments).

Quickly learned vehicle features and benefits in order to deliver vehicle presentations.Participated in weekly sales department meetings in order to refine my sales process.Pursued 30-60 customer leads through phone and email daily.Accurately processed all credit applications, insurance paperwork, and purchase agreements in order to ensure an efficient sales experience for clients.

Pursued representation agreements with buyers and sellers of residential real property.

Managed relationships through regular communication and meetings with existing customer accounts.Doubled my book of business in the first 90 days in the roleIdentified prospects and pursued new accounts through cold call sales presentations to increase revenue.Negotiated pricing and terms of purchase agreements with new and existing clients.

Completed diverse piping system layout and installation, such as hydronic, specialty gas, domestic water, drain-waste-vent (DWV), medical gas, and refrigerant piping systems.Interpreted architectural and mechanical drawings in order to ensure compliance with local building codes.Analyzed work practices and conditions for hazards in order to complete Job Safety Analysis (JSA) documents on a weekly basis, identifying potential risks and documenting proactive solutions to maintain worker’s safety.Completed coursework required in pursuit of the United Association Journeyman certification (e.g., Occupational Safety and Health Administration [OSHA], Mechanical Drawings, Plumbing, Heating-Ventilation-Air Conditioning-Refrigeration [HVACR], Hydronic Heating and Cooling, Welding).Performed assessments of piping systems for leaks via hydrostatic tests, compressed air tests, and nitrogen tests.Collaborated with site supervisors and skilled trade workers to efficiently complete project objectives and tasks.