Larry Rockette Email & Phone Number

Conduct client and consultant interactions using Strategic Client Management methodologies and tools. Recruit, build and lead clients in order to achieve strategic performance objectives. Build productive relationships with Bank Partners for shared Client relationships. Schedule and facilitate workshops on financial literacy topics i.e. credit, money management Coach individuals by phone and in-person Liaison with partner and the community Coordinate and schedule coaching sessions Schedule workshops in the bank and the community Maintain client data for impact reporting into the CRM system Build and maintain community alliances and execute marketing objectives Help clients build a debt reduction action plan

Conduct individual financial analysis to determine appropriate loan and credit options. Respond to all customer queries and issues after performing appropriate research. Maintain strict confidentiality for all client information.Maintain and updated office process reports on a regular basis.Update high-value profiles and portfolios for important clients.

Conduct individual financial analysis to determine appropriate loan and credit options. Respond to all customer queries and issues after performing appropriate research. Maintain strict confidentiality for all client information.Maintain and updated office process reports on a regular basis.Update high-value profiles and portfolios for important clients.

Educated customers on improving credit and reducing monthly costs through consolidation of debt. Completed loan applications, explain the process to customers and answer questions regarding loan products and processing.Addressed customer concerns and worked with management to formulate and execute strategies for potential problem loans.Processed insurance claims, follow-ups and payments when necessary and maintained insurance log per state requirements.

Performed account maintenance request on deposit accounts, in the respective core deposit application to maintain the data integrity standards such as, but not limited, merging duplicate customer records, purging accounts, return mail, special handling, account signer linkages, etc.Responded to inquiries by representatives of the various regarding account issues, documentation requirements, Reg CC holds, Statement issues etc.Verified previous days maintenance performed by Deposit Services and certain maintenance requests performed by branches.Compiled various reports regarding daily/monthly volumes statistics relative to deposit account maintenance.