Premium Banking Services Administration - Designed and created weekly and monthly spending reports. Partnered with business development to identify major account opportunities. Identified operational processes inefficiencies and recommended necessary improvements. Analyzed utilization and capacity against performance goals. Created monthly PowerPoint presentations illustrating business performance and goals. Audited internal financial processes on a quarterly basis. Analyzed pricing and sales for all business products. Developed financial analysis reports and presentations by applying acquired financial principles. Negotiated with banks, insurance companies and employers on behalf of clients. Developed and implemented efficient accounting, financial and operational systems. Led the modeling, planning and execution of all financial processes. Analyzed complex regulation and policy documents that directly impacted budgetary and financial matters. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives. Reviewed client's accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision. Implemented financial planning recommendations. Planned and led training programs on staff development. Presented training information via role playing, simulations and team exercises. Mentored team members to succeed and advance within the department and company. Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Cold-called prospective customers to build relationship. Completed documentation for product and service sales. Maintained productive relationships with existing customers through exceptional follow-up after sales. Generated high volume of referrals. Updated database with customer and sales information. Delivered products to customers in timely manner. Established new customer accounts. Informed management of special sales and service issues. Shared product knowledge with customers while making personal recommendations. Demonstrated that customers come first by serving them with a sense of urgency. Worked as a team member to provide the highest level of service to customers. Maintained friendly and professional customer interactions. Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.