Cultivated long-term relationships with clients to ensure superior service as well as confidentiality resulting in new business growth and positive client experiences. Analyzed complex issues to provide the client with the best solution. Achieved highest client satisfaction ratings among all bank teams based on surveys, referrals, and increased revenue. Identified client banking needs including lending and cash management solutions to align with financial goals. Reviewed accounts and documentation to ensure compliance with standard policies and procedures. Trained team to recognized and follow procedures and regulations regarding Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), and Know Your Customer (KYC). Communicated with senior management, internal service providers, and all operations departments to enhance client service levels and meet customer needs.