- Communicated with clients to understand their key financial information like income and financial goals- Developed financial plans to help clients meet their financial objectives- Analyzed clients' financial data to create strategies to include in their financial plans- Documented client information and managed their portfolios

• Reviewed financial statements and analyze sales revenues, costs, expenses, and tax rates for all business units of leading process automation company• Developed detailed spreadsheets to identify trends and develop forecasts• Consolidated and analyze monthly results and budgets.

• Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier's checks.• Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance.• Sells cashier's checks, traveler's checks, and series e bonds.• Maintained supply of cash and currency and turns in excess cash and mutilated currency to head teller strategies, assessment of math skills, interpretation, and use of assessment results, etc.

-Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance. -Assisted clients with various questions and concerns related to their accounts and bank products.-Helped customers open and close checking accounts, credit cards, savings accounts, personal loans, and mortgages