• Implement holistic financial planning for a diverse portfolio of clients; providing comprehensive understanding of current market conditions, investment strategies and the incorporation of ESG in mutual fund solutions• Collaborate with peers and lead branch campaigns to motivate staff in generating high quality referrals, resulting in an increase of closed referrals mutual fund solutions • Open 100 new accounts and generate over $2 Million in sales between own book and referrals to other advisors in the last year, averaging over $100,000 in monthly sales volume

• Provide comprehensive knowledge of back-end processes and procedures to advisors allowing them to reach appropriate solutions for clients • Develop and hone fundamental knowledge on funds and overall market behavior • Manage requests, facilitate transfers and execute trades within a timely manner

•Use effective conversation skills in understanding members’ immediate needs and work collaboratively with Account Managers•Open new retail accounts and complete onboarding applications with Account Managers•Provide Senior teller coverage; proficient in balancing End of Day postings and ATM Settlement •Train junior tellers and delegate tasks

• Provide comprehensive product knowledge to customers allowing them to reach appropriate solutions for their unique lifestyles• Coach and guide new associates; delegate tasks to junior associates • Make prompt decisions and perform multiple given tasks quickly and precisely while providing exceptional service to customers • Coordinate with team members to optimize task and customer efficiency • Build friendly rapport and connect with customers through sharing personal experience

• Visited project sites to acquire and analyze information such as installation location, measurements• Cabinet installation: residential kitchens, bathroom vanities