Senior Relationship Specialist
Current● Educates customer base on beneficial liquid and fixed depository accounts, along with lending options, to yield best returns and cost-effectiveness on borrowing of funding● Became go-to teammate in providing procedural improvements, in addition to explaining how to provide accurate statistics● Expanded existing pipeline to that of new product and consumer/business types, maintaining approx. 150%-to-goal● Received top 3 ranking for sales production on 25-person team in Q2 2018● Managed pipeline of customers spread nation-wide, including cross-border within North America● Assisted in improving efficacy for data collection and reporting, along with policies and procedures