Manage a book of business of 500+ clients and $20mm+ in deposits. Advised high-net worth clients on banking services across all lines of business, and articulated how our products can support their financialneeds and goals. Trained and monitored new hires at our Corporate branch and otherlocations. Direct point of contact for existing and new clients. Managed personaland business accounts as well as general servicing needs.

Provided branch support by processing transactions according to bank protocols; deposits, wires, ATM and Night Depository, filing bank records, and preparing daily work. Executed integrated sales, credited strategies and expanded financial relationships with clients. Oversaw and maintained bank records in compliance with branch policies.

Execution of financial transactions using NBS software in accordance with all bank regulations, procedures, and policies, while maintaining a balanced cash drawer. Clearly communicate all bank regulations and procedures with inquiring clients, and non-clients. Exhibit sales and service skills to help clients find the right products to match their personal financial goals, as well as, helping the branch achieve its sales, service, and operational goals.

Assist in floor moves, merchandising, display maintenance, and housekeeping. Monitor floor stock, and applying price changes within the department as necessary. Utilization of basic math skills to complete end of day reports for management.