• Responsible for growing overall portfolio of customers by selling multiple payment acceptance products, promoting the bank, and providing highly personalized customer service.• Analyze current customer accounts to identify prospects.• Collaborate with account officers and branch personnel to follow up on customer leads and referrals.• Develop and conduct sales proposals and presentations.• Help customers in all aspects from initial application to installation to training and service requests.

• Processed new commercial product or service installation and implementation requests.• Assisted customers with any account, product, or service maintenance.• Analyzed account analysis and bank statements to identify new business opportunities.• Cross-sell bank services and products to fulfill customer’s needs.• Special project assignments. (Presentation assistance and support, Proposal development, and auditing)

• Directed daily operations for retail side of the branch including teller transactions, new account openings, and customer service.• Managed, supported, and assisted in the training of a small staff of customer service representatives and tellers.• Cross-selling of retail and business accounts and products to customers.

• Providing outstanding customer service.• Open new accounts and cross-sell other bank products and services• Process financial transactions including cash and check deposits/withdrawals.