- Conducted thorough research on high-net-worth individuals and their companies, directly contributing to the vetting process of potential CEO Access clients- Organized and synthesized client data to assist in strategic decision-making, supporting targeted outreach and engagement efforts for high-value clients- Designed and developed presentation decks and templates for new business initiatives, streamlining client acquisition and onboarding processes- Worked with senior leadership to develop and structure new business initiatives, playing a key role in shaping the strategic direction and enhancing the branding efforts at The Shark Group

- Identified and resolved transaction errors, analyzing and rectifying returned deposited items of up to $900,000 daily, requiring careful attention to detail and elevating customer satisfaction- Reviewed in coordination with Internal Processing Team, Returned Deposit Item reports, consisting of more than 200 items daily, to identify defects in payment or potential fraud and communicate with IRA team members as to problem payments and potential account issues- Managed optimization of account overdraft limits by placing holds on dozens of non-qualifying accounts on a daily basis, ensuring robust financial security and compliance - Facilitated account conversion requests for new products, elevating banking experiences and driving high customer satisfaction

- Managed logistics of group tours which included 6 to 16 participants, while maintaining the safety of clientele and ensuring all procedures were followed in compliance with federal rules and regulations- Promoted sales through advertising services to 150-200 potential customers daily- Trained a diverse team of 8-15 employees each summer while ensuring adherence to organizational standards and federal regulations