• Conferred high net worth and ultra-high net worth clientele through various channels to provide investment solutions.• Conducted consultative conversations, evaluate capital needs of clients, and offered relevant products.

• Interacted with clients, as the first point of contact, to understand their credit needs & proposed relevant solutions to accomplish their financial goals.• Evaluated client’s financial standing through credit to support relevant product selection and formulate effective payment plans.

• Placed outbound calls to sales leads and persuade potential customers to complete and apply for President Choice Financial products.• Presented information to prospective customers and explained available services.• Educated the customers on product offerings and resolve account issues for the customers.