Personal Financial Representative
CurrentWork as acting manager during absence of management Traveled to on sight location on the west coast to assist in the training of Washington Mutual employees during the JP Morgan Chase/Washington Mutual conversion Actively participate in conference calls and meetings with management to formulate ideas to capitalize market share Canvas surrounding companies to seek out business opportunities to ensure that organizational products and services consistently meet clients needsEstablish, retain, and deepen relationships with new and existing clients to increase revenue and provide excellent customer serviceProvide expertise in product knowledge to assist bank tellers in achieving monthly teller referral goals