• Create, retain and deepen personal relationships with consumer and business customers of the bank• Enhancing customers' overall banking experience through soliciting suitable banking and lending products and services• Analyze customer data and personal information in order to uncover areas that require improvement• Make sales and service calls to prospective clients aiming to set appointments and ensure company sales goals are met• Intuitively work with the bank’s partners and refer every potential lead to them pertaining to Investments, Mortgage or Business Banking• Utilize a wide scope of company resources such as Client Central, Customer Assist, and Outlook Express to fulfill job responsibilities and exceed role expectations• Uphold a high level of responsibility and professionalism when handling clients and observing bank safety and security protocol

• Established a diverse clientele of life insurance and investment customers throughout the Greater New York City area• Provided prospects and clients with a comprehensive financial analysis of their investment accounts, insurance policies, pension plans and retirement accounts such as 401ks, 403b’s, life insurance and 529 college savings plans• Crafted and executed customized financial plans for individuals of all ages and financial positions utilizing a variety of financial planning programs that considered their risk tolerance, overall income, budget, savings and time horizon• Developed a highly credible reputation as a financial professional within my local neighborhood, several business networking committees and chambers of commerce as well as utilized these connections to grow my book of business• Balanced a demanding work schedule consisting of quotas for dialing, prospecting, networking and bringing on new clients

• Analyzed prospective investment acquisitions by conducting market research through industry-level due diligence• Utilized resources such as PropertyShark, OASIS, Google Maps and Microsoft Excel to furnish and present investment property memorandum to prospective investors• Formed and sustained working relationships with Real Estate Developers, Lenders and Brokers• Pursued and negotiated capital funding with institutional and private lenders to conditions that would satisfy a deal

• Created and maintained relationships with nationwide clients requiring capital for business and investment ventures• Was responsible for providing business capital funding to clients within 24 to 72 hours of their initial inquiry• Facilitated collateralized loans to various business and commercial real estate projects worth up to $10 Million• Gathered and organized necessary and useful documentation from clients to be reviewed by the underwriting team

• Reviewed and audited while overseeing the fulfillment of up to 50 automobile repair jobs on a given day• Created competitive market valuations for automobile repair estimates and project appraisals• Maintained the books for distributing and controlling payroll as well as revenue generated by the business• Examined vehicles in accordance with state-regulated safety standards and protocol

• Qualified and processed diamond wholesaling orders up to $100,000• Performed sales presentations to initiate and manage dealer-client relationships• Maintained inventory of up to $500,000 and allocated sales in accordance with company budget planning• Pinpointed and communicated with businesses on a national level to introduce the company and elicit business relationships• Managed accounts payable and accounts receivables after personal transactions