Max Boucher Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Denver, Colorado, United States

Albany, New York, United States

· Recognized by Market Leadership as the top performing Licensed Relationship Manager in the Southeast Capital region during Q3 2020· Recognized as a top 10 performer in solo investment sales in the Southeast Capital region during 2020· Analyzed client information to make client-centric and contextualized banking/investment recommendations· Handled client objections empathetically and made recommendations with confidence by listening to my clients concerns · Coached fellow branch members on the importance of customer service through the implementation of unique sales strategies· Handled client issues with patience and confidence, either in person or over the phone on a daily basis· Developed sales techniques to educate and inform customers of the various bank and investment products available· Developed enhanced customer service skills by building meaningful connections with clients while providing financial services

Boston, Massachusetts, United States

· Managed all crew members on various types of moving jobs to ensure smooth and efficient operations and achievement of company objectives, i.e., individual job profitability and customer satisfaction· Focused on providing a smooth and relaxing experience for customers at every step in the moving process during what is traditionally one of the most stressful experiences – moving one’s entire household· Was identified as a key employee by company leadership and placed in roles focused on providing instruction and leadership to other movers of varying levels of experience· Leveraged my strong communication and relationship skills with other co-workers resulting in the creation of cohesive, results-oriented teams· Utilized my strong customer relationship skills as the person responsible for discussing all issues, change orders, and bill presentation to customers

· Handled all banking transactions for clients · Developed and delivered presentation on retail banking strategies to KeyBank market leadership and regional executives· Was identified as one of the top 5 performing interns among 12 candidates during KeyBank’s 2018 Albany-area summer internship program