Universal Banker/ Fsr
Current•Client Engagement: Conducted proactive outreach using self-identified and pre-generated leads to secure client review sessions, ensuring a client-centered approach.•Financial Planning: Assessed client assets, liabilities, and financial situations to create tailored financial plans that align with their goals.•Performance Tracking: Participated in regular Individual Performance Review (IPR) sessions to monitor progress against metrics, focusing on exceeding performance goals.•Team Collaboration: Collaborated with colleagues across branches to share expertise and contribute to a positive team environment.•Client Advocacy: Delivered exceptional client service by resolving complex issues and de-escalating frustrated client situations to retain trust.• Knowledge Sharing: Engaged in skill-building sessions and workshops to enhance client interactions and financial advice delivery.•Achieving Targets: Met and exceeded KPIs for client meetings, NPS scores, and financial solutions, boosting overall branch performance.•Continuous Improvement: Committed to ongoing professional development through reflective practices and coaching feedback.•Compliance and Risk Management: Maintained high compliance standards, particularly in KYC reviews and cash management.•Long-term Relationship Building: Cultivated strong client relationships through attentive service, increasing loyalty and referrals.
