Maintained and grew a portfolio of more than 300 client relationships comprising more than 45 million in assets.Collaborated with the management team to create monthly plans to achieve Branch goals.Obtained SIE, Series 6, and Series 63 licenses issued by FINRA.Adhered to policies, procedures, and regulatory banking requirements.Partnered with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.Managed book of business and proactively met with them, to build lasting relationships, discover financial needs, and tailor product and service recommendations.Assisted consumers and small businesses with financial solutions and exceeded expectations by maintaining customer experience metrics by over 90%Identified financial needs and exceeded Branch goals by presenting and closing sales with consumers and business owners.

Trained new hires as a peer mentor within the North Tucson market.Educated all types of customers on financial and digital services.Collaborated with management roles and led training sessions.Met clients’ needs by providing solutions with every interaction regardless of the scope of the need.Shifted between service and sales roles fast and frequently.Ongoing acknowledgment as a top 3 employee in the Tucson market for exceeding goals in new relationships, customer satisfaction, and sales.Converted on average over 50% of services into sales via cross-selling. Boosted and maintained customer experience results by over 90%.

Bought and sold investment titles using the branch accounting software.Management of small-medium teamsBuilt and nurtured relationships with major clients.Educated clients on financial and digital services.Identified client’s short, mid, and long-term needs.