-Managing assigned client households and proactively meeting with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations.-Working in partnership with Specialists like Financial Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs.

• Providing proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals.• Sharing best practices across supported branches to deliver a strong controls environment and exceptional customer experience.

• Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit, or helping update their address accurately and efficiently, to help clients with their day-to-day banking needs. • Performing branch operations including managing cash devices such as the cash vault, ATM, or others to adhere to all bank policies and procedures.

• Identified a major issue facing The Wendy's Company in the marketplace, to come up with an innovative solution, and presented the proposal to a panel of industry judges• Developed a thorough Financial, Operational, and Strategic analysis of the company to identify key performance drivers, assess risks, and provide actionable recommendations for sustainable growth and improved efficiency.• Concluded with a 20-page written report and a 10-minute presentation to effectively communicate findings, insights, and recommendations to senior leadership and stakeholders for informed decision-making and strategic planning.• Placed among the top 5 teams out of my sophomore class.