Retail Personal Banker Ii Mature
Current* Managed a large, lucrative client base of over 800 bank clients.* Supervised in the absence of manager to provide direction to the team. * Initiated open-and-close procedures to ensure the safety and security of team members.* Used a consulting approach to uncover and economize customers' expenses to meet their financial needs and goals. * Worked collaboratively with internal bank partners.*Manufactured multi-spreadsheets to optimize organizational skills in conjunction with- (e.g., mortgages, equity lines, loans, and credit card) pipelines to instill financial goals.