I train team members to develop proactive, effective calling and sales strategies while specialized in lending, deposit acquisition, and investments. I partner with specialists in each category, focusing heavily on developing investment and retirement programs alongside licensed advisors.• Develop deposit, retirement, and lending network • Conduct market research to identify prospective clients• Develop programs to discuss retirement on the job• Present investment and… Show more I train team members to develop proactive, effective calling and sales strategies while specialized in lending, deposit acquisition, and investments. I partner with specialists in each category, focusing heavily on developing investment and retirement programs alongside licensed advisors.• Develop deposit, retirement, and lending network • Conduct market research to identify prospective clients• Develop programs to discuss retirement on the job• Present investment and financial planning conferences Show less

Work directly with private client advisors. I developed my portfolio to grow deposits, retention, and lending. I identified the gap between training and the real-world, and implemented a proactive calling system I developed in Houston. I then worked with licensed specialists to improve referral quality. • Increased retention through lending and financial advising• Developed network for investment and lending group referrals• Work with clients to mitigate retirement losses… Show more Work directly with private client advisors. I developed my portfolio to grow deposits, retention, and lending. I identified the gap between training and the real-world, and implemented a proactive calling system I developed in Houston. I then worked with licensed specialists to improve referral quality. • Increased retention through lending and financial advising• Developed network for investment and lending group referrals• Work with clients to mitigate retirement losses during recession• Observe and coach new and existing bankers and tellers Show less