• Managed a portfolio of over 200+ relationships with a net worth of $60 million, built and developed long term business relationships and increased clients deposit by over 3% • Generated new business worth $2million and achieved a growth of 4% in the 1st quarter in charge of the portfolio• Identified and recommended financial products and banking solutions based on client needs, utilized consultative sales technique to deliver value added services, and improved customer retention by 100%• Established small to medium sized business accounts and collaborated with home lenders and financial advisors to provide support for all customer financial needs• Organized and led the nonprofit mission drive and achieved over 100% in dollar amount goals and 100% participation goal from branch team members

● Proactively worked on a project to lower credit card chargebacks and recommended new payment processor for all credit card transactions● Developed excel sheets for products with the highest profit margins and utilized it to educate and train new hires to maximize revenue growth ● Produced annual sales track record of over $700K year after year● Formed product publicity and marketing materials

● Creatively originated new client opportunities in local territories by collaborating with property managers and developing an incentive plan for their referrals ● Surpassed monthly client acquisition goals by 10% or more● Maintained data integrity to protect clients in accordance with the corporate policies● Managed cash flow and accounting (debit and credit) ledgers