Achieved Top Banker status - Ranked 3rd in the DistrictManaged upwards of 1.5M in deposits. Investments, and creditsIncreasing acquisition by 15% through out-bound calls and networking events with business partnersConsultation of products and services at offsite events including conventions, enrollment meetings, fairsExecute needs-based analyses and situational assessments to develop, market and position financial products and services, generating increased revenue through improved close ratios with customer-focused and consultative, relationship-based sales strategiesAddress key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of related business opportunitiesDevelop and maintain a strong working knowledge of various financial markets, proprietary products, services and related marketplaces, including regulatory trends, customer demands, competitor strengths and industry developments