★ Align corporate and financial objectives through analytical assessments of customer financial data.★ Deliver outstanding customer support and engagement of high-net-worth customers.★ Received multiple promotions throughout tenure.★ Deliver broad, in-depth financial skills to nurture client accounts.★ Engage clients to identify financial needs, gathering all necessary data.★ Maintain expertise in product/service portfolio to recommend products and solutions.★ Resolve customer inquiries and resolve issues surrounding the opening and servicing of checking and savings accounts.★ Manage credit and loans, referring appropriate investment tools and strategies.★ Work with investment professionals comprised of compliance, risk, investment management and advisory experts on investment repositioning to track performance and advise account holders. ★ Meet goals in demanding, fast-paced environments.★ Utilize financial expertise to deliver daily consult and support between 15 to 90 customers with accounts valued between $50K and $2MM.★ Delivered commitment to organizational success as a Premier Sales Banker, engaging 20 to 40 clients daily through effective portfolio management advice.★ Educated clients on investment processes and portfolio growth.★ Delivered customer advice in keeping with industry best practices, government compliance mandates and leadership guidelines/policies.★ Maintained full knowledge of all banking regulations.★ Served in a key role as a financial specialist to drive customer success for portfolios ranging from $100K to multi-millions in investment positions.

★ Supported Insurance Agents indifferent states with sales and provided technical assistance.

★ Supervised 40+ employees.

★ Acting Department Supervisor during absences.★ Reported to Operations Manager.★ Supervised five client relations staff.

★ Supervised ten reservation clerks.★ Reported to Reservation Manager and Hotel Manager.