• Proactively engaged with clients within the branch and the community, identifying their banking needs, and providing expert advice while uncovering sales and referral opportunities.• Focused on client education and demonstration, utilizing technology to enhance the client experience, drive sales, and ensure business retention.• Responded promptly to client-initiated contact, handling a diverse range of financial transactions with accuracy and efficiency.• Actively listened to clients, engaging in meaningful conversations to gain a deeper understanding of their individual needs and preferences.• Took proactive ownership in resolving and preventing client banking problems, ensuring a high level of customer satisfaction.• Cultivated and maintained strong relationships with partners, optimizing business opportunities and generating valuable referrals.

• Participate in meetings with stakeholders to understand their needs and financial services preferences, and effectively communicate project updates and requirements. Assist in maintaining strong relationships with stakeholders to ensure alignment and satisfaction.• Provide support in project management activities such as creating and updating project plans, tracking tasks, and coordinating with cross-functional teams using project management tools like JIRA.• Assist in the creation of test plans and test cases, and support QA teams in testing activities. Help identify and report bugs or issues, and participate in user acceptance testing (UAT) as needed.• Continuously improve technical skills in tools such as Excel, Power BI, and SQL through self-learning and mentorship. Gain familiarity with version control systems like Git and project management methodologies.• Collaborate with team members from different departments and disciplines to ensure project success. Learn from experienced team members and contribute effectively to team discussions and decision-making processes.