• Act as the primary point of contact for a select group of affluent clients and other customers, providing exceptional service and building lasting relationships• Utilize a proactive approach to manage clients' banking relationship, ensuring their financial needs are met through tailored advice and recommendations• Collaborate with colleagues and work as part of a team to achieve business results, fostering a culture of excellence and exceeding customer expectations• Drive growth in client balances by actively soliciting referrals and leveraging internal and external sources to acquire new clients• Partner with specialists such as Private Client Advisor, Home Lending Advisor, and Business Relationship Manager to assist with specialized financial needs• Enhance client convenience by promoting and setting up self-service options

• Officiate youth hockey fairly to promote good sportsmanship.• Communicate effectively with coaches, parents and participants.• Mentor new and upcoming officials.• 2021 USA Hockey Youth Nationals

- Built and fostered relationships with clients via multiple channels, including in-person, and virtually.- Engaged clients to provide tailored financial counsel, assessing and their banking needs effectively.- Demonstrated and educated clients on available deposit and loan products and services, recommending solutions based on individual goals and needs.- Maintained a strong working knowledge of consumer and business banking products, including digital offerings, to provide optimal client experience.- Collaborated with branch team members and partners to best serve clients, opening new consumer and business accounts, completing service requests, and submitting credit applications.- Proactively educated clients on emerging digital products and services, optimizing the client experience with operational excellence and accuracy.

• Act as the primary point of contact for a select group of affluent clients and other customers, providing exceptional service and building lasting relationships• Utilize a proactive approach to manage clients' banking relationship, ensuring their financial needs are met through tailored advice and recommendations• Collaborate with colleagues and work as part of a team to achieve business results, fostering a culture of excellence and exceeding customer expectations• Drive growth in client balances by actively soliciting referrals and leveraging internal and external sources to acquire new clients• Partner with specialists such as Private Client Advisor, Home Lending Advisor, and Business Relationship Manager to assist with specialized financial needs• Enhance client convenience by promoting and setting up self-service options

• Deepen relationships with high net worth client to add additional products.• Work directly with specialists including Financial Advisor, Home Lending Advisor, Business Relations Manager• Coach Associates on opportunities to refer clients for additional products• Proactively reached out to client to discover financial needs and provide the best product recommendations.

- Sell Small Business Plans including SEP, SIMPLE, and Individual 401(k) products. - Assist clients with complex issues on retirement accounts.- Small business expert for SEP, SIMPLE, 403(b) and Individual 401(k) products.- Develop communication strategy for department.- Collaborate with other departments on many retirement accounts.

• Supervise team of 12 temporary employees. • Train and coach the employees on customer service and retirement accounts.• Evaluate performance and help improve performance.

-Identify client issues to develop a solution to problems.-Guide clients through investment choices.

-Communicate with students on the phone to identify educational goals and deliver program details. -Work with Finance and Academic departments to enhance student experience. -Assist student in the enrollment process and support student in online class setting.-Selected for specialized training program

• Provided quality customer service experience.• Led team of employees and coordinated tasks to be completed.• Organized events to ensure smooth efficient process.• Handled cash and made weekly deposits into company bank account.• Responsible for new employee training in meeting high service standards.

• Created Marketing Materials to increase sales of rental units.• Created newsletters to gain interest from Major League players in extended spring training.• Exceed revenue growth goal by contacting customers.• Ensured quality of rental unit before client arrived.• Maintained Inventory and organization of warehouse storage.• Worked with local business to fill units in downtown Phoenix

• Assistant to sales representative.• Made prospecting calls to potential clients.• Compiled information packets specific to each account.