Member of Manhattan West Client Experience Council

-National Outstanding Performer in 2018 and 2019-Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities and ensure profitability.-Analyze client tax returns and financial statements to provide educated banking recommendations to improve their business operations. -Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.-Manage and grow a branched-based portfolio of business clients in my assigned branch, manage credit opportunities up to approximately $1,500,000.-Identify and pursue potential new clients, looking for ways to cultivate long-term relationship.-Build collaborative internal and external relationships to provide the best in client advice and service.-Develop and manage a disciplines marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects.

- National Achiever in 2015 and 2016.Primary goal was to acquire, retain, deepen and manage relationships with customers.-Responsible for generating growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach which contributed to personally finishing in the top 5% in total PVC production in 2015 and 2016.-Maintained a comprehensive understanding of both consumer and small business products and services and seeks cross sell opportunities to enhance and deepen customer relationships and reach personal goals.-Consistently created an outstanding customer experience while helping the Branch meet sales objectives which in turn to contribute to the success of the firm.-Maintained my existing portfolio of customers as well as develop relationships with any assigned prospects by proactively meeting with them both face to face and over the phone in order to unveil their financial needs and provide them with product and service recommendations.-Managed relationships with branch and business line partners and partner with specialists (es: Mortgage Officers, Relationship Managers, and Financial Advisors) to ensure our customers get access to experts who can help them with all of their specialized financial needs

• Open new member accounts, IRAs, CDs and assist members with their banking needs by servicing existing accounts, completing loan applications, approving loans and disbursing funds within the prescribed dollar limit and troubleshooting online banking issues.• Consistently cross-sell TFCU products and services by identifying potential sales opportunities with new and existing clients based on current promotions, rates, benefits and features.• Assist with proofing Branch ATM transactions by counting cash, checks, deposits, withdrawals, transfers and investing issues.• Track the inventory of all gift cards, official and temporary checks, debit cards and Branch supplies and advise the Assistant Manager when orders need to be placed.• Service and stock the Branch coin machine when necessary, update and proof the log at the end of each day, enter required information into the appropriate GL accounts and prepare currency for shipment.

-Process deposits, withdrawals, loan payments and other member transactions in a professional, courteous manner.-Responsible for daily balancing of teller drawer.-Responsible for safekeeping/security of cash and negotiable.-Responsible for daily encoding, safekeeping and filming of all negotiable items.-Knowledgable of TFCU products and services and cross-sells same. -Assist in the daily proof of sold money orders, travelers, gift, and official checks, and other General Ledger accounts affected by teller processing.-Assist Teller Operations Supervisor with training of new tellers, when instructed to do so.

● Manage support team of restaurant’s servers during each shift and troubleshoot when necessary.● Consistently bring in the top sales during each shift and receive accolades during promotional periods.● Offer exceptional customer service to ensure 100% customer satisfaction at all times.

• Coordinate scheduling of estimates and job requests on master calendar.• Develop and run marketing campaigns throughout the year to engage existing clients and prospects.• Manage and record company bills and payment records.• Update client database on a regular basis.• Solicit feedback from customers after a job is complete.

● Supervised, supported and scheduled weekly shifts for entire wait staff.● Analyzed inventory and ordered supplies on a daily basis.● Prepared monetary deposits following each shift and distributed pay checks to each employee.