Felicie Henson Email & Phone Number

Lafayette, Louisiana, United States

Performed daily operations, client service, and financial advisor supportAssisted financial advisors, managing $1,000,000+ books to ensure profitable revenue Developed relationships through anticipating and proactively addressing clientele needsSuperior interpersonal, organizational and client service skills Maintained accounts for clients on every level.

United States

Actively supported 4 Financial Advisors with approximately 800 clients, managing $1,000,000+ books to ensure profitable revenuePerformed administrative duties such as telephone coverage, business travel arrangements and expense reporting, coordination of client meetings and calendar maintenanceAssisted Financial Advisors in developing business.

Executed all aspects of loan origination, including lead generation and qualificationOrganized necessary documentation (appraisals, employment verification, title work) required for successful loan processingProvided customer service by assessing needs of customer, proposing a solution, and keeping customer abreast of progress of loan applicationInteracted.

Personal BankerAcquired, retained, and expanded new and existing customer relationshipsProvided a positive new account experience by profiling, assessing customer needsRecommended and sold appropriate banking products and servicesDuties included profiling, outbound telephone sales, consulting, networking, cold calling, and appointment settingPartnered with.

Lafayette, Louisiana, United States

Learned different aspects of the companySurpassed sales targetsGrew rental fleet from 32 to 54 carsIncreased rental occupancy Performed corporate management duties Exceeded corporate sales goals by 100% for five consecutive monthsSupervised a team of 11 trainees, manager assistants, and car portersManaged three branches with over 200 carsAchieved highest.