• Cold call clients and new prospects by phone or email to schedule appointments and build trusted relationships.• Engage in consultative conversations to develop financial plans, uncover client needs and offer financial solutions.• Collaborate with partners around the globe to match customers with the services they need while assisting clients in their financial journey.

• Series 6, 63 and Insurance Licensing• Notary Public• Manage assigned customers and proactively meeting with them in person and over the phone to build lasting relationships, discover financial needs, and tailor product and service recommendations.• Partner with specialists – financial advisors, mortgage bankers, and business relationship managers to connect customers to experts who can help them with specialized financial needs.

• Manage Chinese Tour Guide Program exclusive to Rockefeller location, driving sales (41% of our business) and partnership.• Strategic planning with store manager to drive results to achieve overall store goals.• Review product knowledge, promotional calendar, company standards and procedures with the sales team.• Plan monthly visuals with the visual team to set floors and windows accordingly to the new collections and current trends.

• Made Signature Seller top 10 for Manhattan District for years 2014 and 2015.• Utilize Salesforce to maintain client book and reach out to clients when applicable.• Establish a strong relationship with Asian Tour Guides. Introducing new applicants and familiarizing them with our program. Providing excellent communication; maximizing special events by including Tour Guides and their groups.• Determined to drive metrics in a high volume retail environment, able to accurately establish foreign client sale opportunities.

• Perform all activities related to the teller line from operations to sales and servicing, including teller coaching and performing effective lobby and drive-thru leadership.• Maintain operational compliance in branch cash controls and procedures as well as regulatory guidelines.• Responsible for vault management, including the auditing, reporting, and balancing of branch currency and transactions. Manage the branch currency levels, track currency shipment and deliveries.• Provide decision making authority of issues manage generally limited to non-standard issues or exceptions. Cash handling, control of negotiable items, preventing fraud, customer privacy and colleague safety.• Train new teller hires and mentored new teller supervisors for other branches when applicable.

• Cash or deposit checks, verify signature, date and identification.• Accept and process loan and credit card payments.• Ensure that cash drawer is maintained and balanced.• Provide information regarding bank services to new and existing clients.

• Conduct quarterly Banana Card sales training.• Track sales report daily. Maintain awareness of daily goals and promotions to sales associates.• Direct associates to proper sections of the store.• Address customer issues; returns & exchanges, services, overriding POS problems. • Ensure the store products/merchandise is replenished throughout the day.• Focus on customer experience, team leadership and teamwork.

• Ranked #1 for Banana Card applications for 9 out of 12 months. • Achieved Silver Platinum Circle for year 2006.• Train new cashiers on the Point Of Sale systems as well as the store’s policies and procedures.• Establish positive working relationships with co-workers and clients. • Perform daily cash register and vault balance.