Planning and monitoring day to day activities to ensure smooth progress. Includes, following up with clients and scheduling shipments between vendors and customers. Oversee customer support processes and organize them to enhance customer satisfaction.Review financial information and adjust operational budgets to promote profitability.Manage relationships/agreements with external partners/vendors.Identifying opportunities in target markets for the organization’s products and services.Generating leads through cold calling prospective clients, networking at trade shows.Developing and nurturing relationships with key customer accounts.Keeping up with the latest industry developments, including market positioning of corporate competitors.Assessing client needs and the company’s ability to meet those needsFollowing up with new leads and referrals generated from the sales teamPreparing status reports on goalsUsing customer relationship management (CRM) software, such as Fishbowl, to manage interactions

• Responsible for consistently and proactively building customer relationship with current, new and upcoming business clients.• Consistently organizing local branch outside sales, networking and marketing within regional business district.• Engaged with customer to discover financial needs, provide exceptional customer service, and uncover many business financial opportunities. • Excellent in identifying additional opportunities to expand and grow relationship with business clients.• Ability to cross-sell products and partnering services beyond client expectations with knowledge and recommendation.• Experience working independently without supervision. • Ability to multi-task and effective organizational and prioritizing skills• Skilled in working under pressure, meeting deadlines and difficult decisions• Consistently meets or exceeds monthly and quarterly goals• Ability to develop action plans, execute policy and monitor results. • Excellent communication skills- written and verbal. • Creates a positive and motivating work environment• Effective at multi-tasking especially in a high volume, fast paced environment • Basic Microsoft Office (Word, Excel, and Outlook) skills• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Advise and educate customers regarding deposit account services and other bank products.• Offer and sell financial products and services to consumers and small business customers. • Open deposit accounts. Encourage and cross-sell products and services. • Handle loan applications and manage various customer service requests.• Leverage in-depth product knowledge to assist the bank in meeting its goals.• Assume overall accountability for products and services, such as consumer lending, current account transactions, unsecured loans, overdrafts, credit cards and personal loans. • Proactively meeting with clients to identify needs and goals. • Establish, develop, retain and deepen long term relationships

• Advise and educate customers regarding deposit account services and other bank products.• Offer and sell financial products and services to consumers and small business customers. • Open deposit accounts. Encourage and cross-sell products and services. • Handle loan applications and manage various customer service requests.• Leverage in-depth product knowledge to assist the bank in meeting its goals.• Assume overall accountability for products and services, such as consumer lending, current account transactions, unsecured loans, overdrafts, credit cards and personal loans. • Proactively meeting with clients to identify needs and goals. • Establish, develop, retain and deepen long term relationships

My main goal in life is to inspire others while living healthy, wealthy and free. It's a joy to see someone's smile on their face when they achieve their goal in life. Nothing is impossible if you put your mind to it.

Assistant to NAVCO’s Sr. Vice President & Regional Manager.Responsible for building orders and account bookings.Assists in creating business proposals, document research and presentation using MS office tools and Outlook. Develop sufficient computer knowledge in equipment security systems by building business proposals using SalesForce. Performed clerical work and data entry.