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-Lead 2 teams of contractors servicing retail brokerage accounts in an inbound call center (currently remote)-Responsible for candidate selection, onboarding, training, managing, supervision, and development of up to 50 contractors at any given time.-Created a pilot program upskilling contractors to service more complex interactions.-Responsible for maintaining relationships with 3rd party staffing agencies and MSP

-Develop relationships with new and existing clients-Improve market expectations of banking through alternative banking channels-Consult clients on options to meet their financial goals-Experience working at multiple branches-Medallion Signature Guarantee

-Establish relationships with clients to discover their needs-Negotiate and close deals while ensuring high levels of customer satisfaction-Present and sell financial products-Provide extensive follow up to maintain relationships and ensure client retention

-Assist top salesman with client base-Manage client retention and development-Taught clients to use all features of their new vehicles-Product Concierge Certification

-Manage startup project with international partner team-Oversee progress on product development, contracting, and financial planning

-Utilized critical analysis, communication, and product knowledge to fulfill customers’ wants and needs-Trained and coached new employees on effective sales techniques and store policies and procedures-Led team of sales associates to achieve daily and monthly sales goals