● Helped clients choose high level financial solutions with from a variety of investment and credit banking options available to them along with achieving annual volume of more than $14M in Real Estate Secured Lending as well as achieving annual volume of more than $5M in Mutual funds Investments.● Partnered with wealth associates in building portfolios for high value clients with net worth more than $10M in order to build books for wealth partners.● Increased client satisfaction scores from 85% + through using time-saving automation tools and giving quality advise to the customer in order to create impact and value for their banking needs.

● Comprehended and fulfilled client's needs relating to opening personal deposit account or other small credit products and otherwise guided them to the right financial partner for their more complex needs while practicing great judgment in classified matters.● Supported the customer experience staff, resolved basic issues, and reported non-standard matters to the executives.● Assisted with building a positive and fair workplace by taking an interest in personal advancement and sharing industry information to accomplish common goals.