- Help agents to determine what products are suitable for their clients and helped them to navigate the suitability requirements of the various carriers we work with- Recommend annuities to help solve complex financial problems for the agents client, including trust cases and other cases involving non-natural owners- Successfully drive annuity revenue by communicating with agents and matching their clients to the best products for their needs- Proactively reach out to current book of advisors, informing them of updates in the annuity market and drive annuity sales- Networked at events and dinners to obtain new agents- Track pending applications and manage outstanding requirements to ensure timely closing of pending applications- Maintained product knowledge and relationships with the direct contacts at the different annuity carriers that we offer- Plan and execute live and virtual events to entertain, train, and educate advisors on our annuity solutions.- Current member of NAIFA and active member of the local chapter board

- Responsible for the building and maintaining relationships with financial advisors within the South Central US. - Work to provide fee-based and fee-only financial advisors with a unique investment platform, and to help them identify the clients who would benefit most from utilizing this investment strategy.- Provide financial analysis to advisors to better serve their clientsEndorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensations.

- Expanded Personal Banker role to work alongside the US Bank Wealth Management Team- Use what I learn about the customer’s goals to create a holistic approach to the customer’s relationship in order to help them achieve those goals - Maintain and deepen customer relationships, and learn about their financial goals - Originate loans, open accounts, perform maintenance to customer accounts, and look for other cross selling opportunities to help meet the branch and personal goals - Work directly with underwriters to advocate on behalf of the customer to get products approved in a timely manor - Collaborating with branch management to create and execute actions plans in order to reach and surpass branch goals - Run daily customer transactions, and assure accuracy through positive cash handling and cash balancing techniques - Perform outbound sales calls to current and prospective customers to drive branch production - Maintain coaching forms to record and assess past production, and assure attainment of personal expectations and goals - Awards: U.S. Bank Gold Shield for dedication to community service | U.S. Bank Bronze Shield for dedication to being an advocate for the customer | Recognized in the Monthly 5 (US Bank Regional Newsletter) two times as a “fraud buster” | Received two “Thank A Banker” awards from customers for my dedication to customer service

- Maintain and deepen customer relationships, and learn about their financial goals - Use what I learn about the customer’s goals to create a holistic approach to the customer’s relationship in order to help them achieve those goals - Originate loans, open accounts, perform maintenance to customer accounts, and look for other cross selling opportunities to help meet the branch and personal goals - Work directly with underwriters to advocate on behalf of the customer to get products approved in a timely manor - Collaborating with branch management to create and execute actions plans in order to reach and surpass branch goals - Run daily customer transactions, and assure accuracy through positive cash handling and cash balancing techniques - Perform outbound sales calls to current and prospective customers to drive branch production - Maintain coaching forms to record and assess past production, and assure attainment of personal expectations and goals - Awards: U.S. Bank Gold Shield for dedication to community service | U.S. Bank Bronze Shield for dedication to being an advocate for the customer | Recognized in the Monthly 5 (US Bank Regional Newsletter) two times as a “fraud buster” | Received two “Thank A Banker” awards from customers for my dedication to customer service

- Work with Customers on a daily basis, and guide them through the complete “PNC Conversation” - Run daily customer transactions, and assure accuracy through positive cash handling and cash balancing techniques - Open accounts, originate loans, perform maintenance to customer accounts, and look for other cross selling opportunities to help meet the branch goals and my own - Work with teammates to effectively manage the daily flow of customers throughout the branch