Beth Bozic Email and Phone Number

Oversee daily opening operations for a retail store generating $4 million in annual revenue, ensuring compliance with company policies and procedures.Manage the accounting office, including safe settlements, wire transfers, Western Union, and lottery services.Provide front-end customer service and cashier support, enhancing customer satisfaction.Train front-end staff to foster a positive work environment and improve employee retention.

Managed client relationships within the branch, addressing deposit, lending, and referral needs.Opened accounts and built relationships through direct client engagement and the Truist client information system.Referred clients to specialized departments, including Premier Banking, Mortgage, Wealth, Merchant Services, and Treasury.

Handled high-value estate items for auction, performing appraisals and cataloging.Skilled in photography and creative staging to optimize item presentation.Delivered exceptional customer service to both bidders and estate owners.

Delivered comprehensive sales and service support to branch customers, addressing a wide range of financial needs.Facilitated retail lending solutions, helping clients secure personal and business loans.Referred clients to specialized services, including mortgage, trust, and estate planning.

Provided exceptional customer service to shareholders, with in-depth knowledge of investment products and financial strategies.Assisted clients with brokerage referrals to optimize their investment portfolios.Supported estate planning needs, guiding clients in planning for wealth transfer and legacy management.

Managed wealth planning, liquidity events, and lending needs for private clients. Cleints with a net worth of 5 million and upHeld full securities and insurance licenses.Coordinated partner referrals within Bank of America US Trust for comprehensive client services.

Serviced high-net-worth clients 5 million and up with tailored financial solutions, including complex lending requests.Led marketing initiatives for annuity programs across Mercantile and affiliated banks.Managed personnel and sales operations in Northern Baltimore County, focusing on investment sales and business development.