Fully Licensed Producer offering personal lines, commercial lines and life insurance.

- Identifies opportunities for investment and financial planning through establishing client relationships and comprehensive portfolio profiling.- Source and qualify prospective clients (new and existing) to exceed sales goals by 123.5% in 2021.- Conduct loan processing applications, establishing new accounts, and resolving inquiries.- Act as strategy consultant with branch partners to win deals.- Diagnose and resolve client issues through research and detailed proceedings.

- Promoted and cross-sold financial services including: credit accounts, real estate and investment opportunities.- Established strong credibility with clients by providing accurate information when addressing accounts and services concerns.- Acted as a brand liaison to deliver exceptional customer satisfaction.- Cashed checks and issued pay out money after completing strict verification processes to protect bank assets.- Assisted with account research, maintenance, and general account access.- Demonstrated leadership by serving as the Team Lead in the absence of the supervisor to main seamless bank operations and procedures.- Balanced cash drawer and ATMs, handling $150K+ per day, with zero mistakes in five years.