- Conduct detailed financial analysis and credit assessments for commercial and individual loan applications to evaluate risk.- Prepare credit memos and reports for presentation to senior management, recommending approval or denial based on financial metrics.- Monitor portfolio risk by assessing creditworthiness and ensuring compliance with bank policies and regulatory guidelines.- Collaborate with relationship managers and underwriters to structure loans that meet clients’ needs while aligning with risk management standards.

- Process a variety of financial transactions, including deposits, withdrawals, and account transfers.- Assist customers with account inquiries, providing accurate information and resolving issues promptly.- Educate customers on our range of banking products and services, helping them make informed decisions.- Promote and cross-sell banking products to meet individual and branch goals.- Maintain a clean and organized work environment, ensuring compliance with security and regulatory standards.- Collaborate with team members to achieve branch targets and create a positive customer experience.- Uphold confidentiality and security of customer information and transactions.

- Assisted drivers with delivery issues by promptly responding to inquiries, providing guidance, and offering solutions to ensure timely and accurate deliveries. Collaborated with internal teams to resolve challenges and minimize disruptions to the delivery process.- Proactively contacted unhappy customers to address their concerns, investigate issues, and provide effective resolutions. Demonstrated strong interpersonal skills and empathy to ensure customer satisfaction and maintain positive relationships.- Monitored and ensured teams' adherence to established procedures, standards, and safety protocols. Conducted regular audits and inspections to identify areas for improvement and implemented corrective actions as necessary.- Managed communication with contractors through email, maintaining open lines of communication, providing necessary instructions, and addressing any concerns or questions. Fostered positive relationships and maintained a network of reliable contractors.- Assisted clients in obtaining accurate information about deliveries and surveys. Responded to inquiries, provided updates, and ensured clients received the necessary support to meet their objectives.

- Developed and implemented sales enablement strategies to support the sales team in achieving targets.- Conducted data analysis to identify trends, patterns, and opportunities for sales process optimization.- Gathered and analyzed market data to provide actionable insights for product positioning and pricing strategies.- Managed the Configure, Price, Quote (CPQ) system, ensuring accurate and timely configuration of products.- Processed billing and invoicing activities, ensuring accuracy and adherence to financial policies.- Conducted audits to ensure billing accuracy, compliance, and data integrity.- Collaborated with cross-functional teams to streamline processes and improve operational efficiencies.

- Engaged with customers on the sales floor, providing exceptional product knowledge and guidance.- Achieved and surpassed individual and team sales targets through consultative selling techniques and upselling.- Handled cash, credit, and debit card transactions accurately and efficiently, ensuring proper reconciliation.- Provided friendly and prompt customer service, addressing inquiries and resolving issues with a positive attitude.- Assisted customers in-person, over the phone, and through email, addressing inquiries, concerns, and product-related issues.- Conducted inbound sales calls to prospective customers, effectively promoting products and services.- Developed strong relationships with customers, fostering repeat business and positive word-of-mouth referrals.- Stayed updated on the latest product trends and technology to effectively address customer needs and offer suitable solutions.- Collaborated with cross-functional teams to ensure smooth operations and efficient customer service delivery.