• Ranked #3 in the United States for 4th quarter 2013• Actively manage a book of business for 8 branches• Consistently grow portfolio of clients through centers of influence, sales & relationship strategies and networking events• Balance the needs of both the organization and clients by not pushing what they do not• need but upselling relevant products while ensuring credit/compliance criteria are met• Perform cash flow analysis, return on risk calculations, & mitigate risk for clients to determine commercial credit worthiness• Provide product specialists with qualified referrals though cross sell opportunities, such as personal wealth management, residential mortgage opportunities, merchant services, cash management services.

• Established and maintained positive business & personal customer relationships• Monitored the progress of Citizens financial products• Provided operational support on a day-to-day basis• Additional operational & managerial duties and business goals as ABM

• Established and maintained positive business & personal customer relationships• Monitored the progress of Citizens financial products• Provided operational support on a day-to-day basis

Sold New York Life products (e.g. life insurance, health insurance, fixed annuities) to prospective customers

Guided homebuyers and sellers through the sale and purchase of their properties, built relationships, gained customers and worked closely with them to offer helpful services and advice

Created and presented new business pitches to clients and agencies.Developed and executed marketing partnerships between network and clients.Negotiated sales proposals with media buyers at advertising agencies.

Supported Account Managers with day-to-day advertising account managementSupervised group coordinators