• Provided current and future bank clients with services such as retirement planning and life insurance• Analyzed credit worthiness of clients with branch managers and small business relationship manager• Assisted clients from loan application process to closing documents• Assisted during loan documentation process• Assisted colleagues with general bank operations• Exceeded all sales goals in every quarter and recognized as top employee for three different quarters.

• Supervised accounts with assistance from management• Opened new life insurance contracts such as term, whole, universal, and variable • Rolled over retirement funds to various IRAs and annuities• Participated in training sessions to enhance customer relations skills

• Provided superior customer service, including troubleshooting with customers, advising and quoting for equipment, and answering emails• Entered confidential information such as deposits and customer information• Handled cash transactions

• Submitted new and current investor forms to Founders Financial• Communicated with investors• Monitored investor account activity online• Maintained an organized work environment, including filing confidential documents