Represent various wineries in Napa Valley with direct to consumer sales. Clients have either already visited the wineries or have expressed an interest in wines through other channels. Responsible for outbound calling to develop relationships and serve as concierge by determining their likes in various varietals of wine, then recommending and selling them wine. Maintain relationship by follow up and seeing how they enjoyed the wines and see what other needs they have now or in upcoming future.

- Offer, sell and open deposit accounts, credit cards, auto loans; as well as other financial products and services. Deal with new consumer accounts; as well as deepening and developing relationships with existing clientele by evaluating each customers’ financial needs and status to select most effective products.- Ensure all customer concerns and handled efficiently using problem solving skills and researching to resolve issues and maintain positive banking relationships.Partner with our business, mortgage and wealth management bankers; as well as licensed financial advisors through Merrill Edge/Merrill Lynch.

- Avid listener to customer needs in order to provide appropriate solutions to retain business.- Spend company’s resources wisely by providing accurate solutions without throwing money at the problem.- Proficient in providing accurate, detailed information on products and services, resulting in high sales volume; which consistently exceeded company goals and metrics.

- Handle, negotiate and close all inquires and leads of franchise alternative business.- Responsible for the sales and development of new affiliate businesses.- Developed expansion into Canadian market with a large degree of success.

- Developed and maintained clients for turnkey projects on a national level; worked with clients during negotiations through project completion.- Structured sales goals and customer service guidelines’ as well as motivated sales staff. Worked with sales staff to overcome challenges and objections to close business and meet customer expectations with project goals.- Implemented all of the company's’ marketing consisting of web presence, newsletters, printed ads and trade shows.