•Extensive experience in analyzing financial statements, assessing credit risk, and structuring loan packages for small to medium-sized businesses.• Skilled in identifying opportunities for cross-selling banking opportunities for cross-selling banking products and services to deepen client relationships and enhance revenue generation. • Effective communicator with the ability to explain complex financial concepts in a clear and concise manner to clients and stakeholders.

• Strategized different ways to build talent pipelines and execute on tactical research, referral generation, events and sourcing campaigns. Find, engage and activate passive candidates using LinkedIn and alternative search techniques such as Seekout, Entelo, and through internal ATS. • Identified, engaged and activated passive candidates using Boolean and alternative search techniques (Linkedin, Entelo, Seekout, Hireez, Google, etc.).• Developed sourcing strategies and methods to engage with non- traditional candidates and true untapped talent within several pipelines.

• Piloted operations for prospecting, lead development, and closing small-to-medium market accounts, collaborating with a team of Marketing and Customer Success Managers to identify and implement best practices to achieve overall business goals. • Drove new business development, identifying and securing new accounts with superb communications, engagement, and relationship management skills. • Fielded and managed leads coming through email, phone, and online platforms, assessing the needs of customers in order to deliver tailored recommendations. • Leveraged both consultative and upselling sales tactics to engage with customers and strengthen business partnerships for sustainable growth.

• Prepared in-depth financial analysis of client data, developing strategies to meet clients’ financial goals. • Cultivated strong client partnerships with adept interpersonal and relationship management skills, strengthening rapport while also yielding referrals.• Coordinated with a team of Financial Advisors to implement best practices in account management, client engagement, and financial analysis to continually elevate the quality of services.

• Pioneered the full evaluation of client finances, developing strategic financial management plans to achieve their objectives. • Designed and delivered corrective financial action plans tailored to clients’ unique financial profiles; advised on various investment and non-taxable products. • Strengthened existing relationships and acquired new ones, employing effective calling tactics and product and service education to capture a breadth of customers. • Managed a client portfolio, skillfully prioritizing multiple accounts at one time without sacrificing quality of services.• Liaised with senior leadership to craft and implement strategies to enhance client engagement and advisory, recognized for proactively seeking opportunities for business improvement.

• Consulted clients on how to expand their financial portfolio, identifying opportunities for value-add with a proactive mindset. • Commended for exceeding monthly sales goals by 14% and increasing customer service experience satisfaction from 70% to 92%.