Consumer Banking Represenative
CurrentResponsible for interacting with clients on a daily basis, assisting with services such as setting up checking and savings accounts, authorizing loans, and moving money, as well as counseling clients on banking products and services.• Advised customers on areas to increase their services, growing bank client account base quarterly.• Referred clients to financial advisor to increase their wealth, growing financial advisors' book of business over $600K.• Educated clients through ongoing trusted relationship, sending $140K to financial advisor in bank to grow clients account and increase bank revenue.• Earned the status of Top 25 Consumer Banking Representatives in the company eight times.• Met or exceeded bank growth goals consistently for 12 consecutive quarters.