My responsibilities included starting from the ground floor an investor services programs which covered no less than 3 to 5 counties and included as many as 15 branches per bank. I trained every level in the bank on how to identify and look for opportunities for the bank to increase fee income. Marketing was instrumental to the success of the program which I was responsible for sharing with my colleagues in our sales meetings. I met bank clients as well as referrals the clients referred.… Show more My responsibilities included starting from the ground floor an investor services programs which covered no less than 3 to 5 counties and included as many as 15 branches per bank. I trained every level in the bank on how to identify and look for opportunities for the bank to increase fee income. Marketing was instrumental to the success of the program which I was responsible for sharing with my colleagues in our sales meetings. I met bank clients as well as referrals the clients referred. Training personnel how to cross sell is key. Show less

Laison between the Bankers, brokers and the broker dealer making sure all communications, negotiations, contracts, with recruits were successful.