• Acted as project manager to ensure all assignments and tasks were completed on schedule • Served as a liaison between clients and J. Bass & Sons to ensure quality control and effective management of operational goals• Developed relationships with clients and vendors to generate new business leads• Prepared payroll and invoicing reports and set price points for metal purchases according to market price fluctuations

• Evaluated customers’ financial needs, current holdings, and available investment capital to help them identify and fulfill their investment and savings objectives• Monitored and analyzed the customer's portfolio and made recommendations consistent with changes in economic and financial conditions as well as customer needs and objectives, taking newly offered bank investments and products into consideration• Generated new leads through business partnerships and on-site visits• Advised and informed current and prospective customers about relevant bank products and promotions and made suitable recommendations