Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Individual Achievements:• Earned top 10% rank of “Exceptional” based on balance score card FY22 and FY23• 143% of sales target and 141% of referral goal year to date for FY24• Passed individual audit over 90% accuracy target 4 of 4 times, consistently ahead of compliance and training goals

Consulted with clients to achieve home lending objectives. Directly responsible individual for selling mortgage products and owning sales cycle from application to funding of loan. Worked closely with leadership and underwriters to make loan profitable while respect lending guidelines.Individual Achievements: • Ranked as 5th best mortgage banker for 2016 on a balanced score card out of more than 135 people.• Funded 152 mortgages in 2017 averaging $98,000 per unit and highest utilization in the department at 43%.• Invited to leadership conference, member of culture counsel, and participant in policy review of banking guide.

Generate repair orders and sell service work for both routine maintenance schedules and significant auto repairs. Effectively communicate with both customers and technicians to understand service needs, create estimates, and agree on corrective actions to meet and exceed expectations. Work closely with executive team to set and evaluate sales goals and assist in procurement of vendor products and contract review.Individual Achievements: • Manage the needs of more than 25 customers each day resulting in $145,000 of revenue monthly.• Achieved top bonus pay for hitting specific sales targets 9 of 10 months.• Perform at an exceedingly high level of customer satisfaction with a final running 3 month score of 93%.

Managed growth and retention of automotive dealership accounts by selling, servicing, and renewing subscriptions to enterprise management software in multi-state territory representing $127,000 in monthly revenue. Led and advanced team-based sales cycle in order to achieve specific sales goals and market share growth by offering customers solutions to enhance their own business performance. Mentored and trained incoming regional account managers. Individual Achievements: • Negotiated and closed multi-year sales contracts totaling $2.8 million between October 2012 and June 2013.• Became first account manager in over five years to increase territory revenue, achieving a growth rate of over 6%. • Realized 127% of revenue quota and 403% of balanced score through first three quarters of fiscal year 2013.

- Help organize and lead a 5-week international business experience program for students and professors.

- Advise non-profit organizations on marketing tactics, organizational structure, and benchmarking compilation by leading and collaborating with a team of consultants.- Perform client and problem-opportunity research to best implement strategies.- Act as liaison between consulting group and stakeholders of the organization.

- Worked closely with senior employees on emergency water main repair, fire hydrant maintenance and road construction projects- Managed area of facility open to public, communicated with residents and maintained yard waste, recycling and refuse compactors simultaneously

- Operated on a diverse database called Maximo drafting purchase requests, maintained residential property inventory and placed specialty orders for items not regularly held in stock- Worked closely with management in dissolution of sunk-cost inventory