Assisted individuals and families to build and execute wealth management strategies based on specific goals and objectivesCultivated and strengthened relationships with new and potential members and educated current members on account services and capabilitiesCollaborated across multiple departments to ensure members’ unique needs were met

Educated customers and sold them residential windows and doorsIncorporated a no-pressure sales technique that involved educating clients on products and servicesManaged sales process from organizing leads, to measuring and quoting jobs, to finalizing contracts

Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new servicesWorked closely with management to strategize sales techniques in order to increase branch production and improve customer serviceMaintained close attention to detail when handling large volume of transactions day-to-day