Universal Banker Ii
CurrentPromoted to Supervisor for strong sales acumen and operational understanding. Collaborated with branch manager to prospect and onboard small business clients, generating over $1 million in revenue for the North Bergen office.● Generated a 20% increase in customer satisfaction by leveraging from client interactions to develop meaningful relationships● Coached and trained new bankers to reduce transaction and account maintenance errors to maintain compliance with risk management policies● Analyzed customer portfolios to identify inefficient use of resources and collaborating with Investment Services to create a financial plan● Exceeded sales goal of $1 million in non-interest and interest bearing accounts by +75% by collaborating with Merchant Services, Treasury Management, and Retail Management● Supported Northern NJ branches on short notice, managing to integrate and adapt to new teams instantly
