Providing excellent customer service experience by adhering to the client’s needs. Targeting key points of the customer’s request to maintain client satisfaction. Ensuring company’s sales goals and quotas are met or exceeded in an ethical manner. Approaching every client in person or by phone to provide a genuine personal experience. Processing large monetary transactions while minimizing loss exposure. Implementing monthly assignments focused on improving customer experience. Managing book of business for effective client profiles.

Exceptional customer service to both consumer and merchant clients. Managing customer profiles, answering customer inquiries, and cross-selling products. Referring, on average, eight sales opportunities daily to personal bankers, private bankers, mortgage reps, and financial advisers to meet company’s sales goals. Processing large monetary transactions while minimizing loss exposure, managing cash box within limits and ensuring proper daily balance. Ensuring that all clients’ financial needs are met by keeping up to date with all financial products and services. Completing monthly task and exams, to help my career growth and to better assist my clients in their financial goals.