Responsible for specific duties to execute AEF’s Investment Policy Statement (IPS) for an assigned portion of financial advisor and custodial relationships. Reviews and approves investment allocations and trade recommendations and responds to other investment account related questions.Performs activities related to the investment account opening process, as well as ongoing maintenance of investment accounts.Considers tax consequences of investment recommendations provided by financial advisors to assess appropriateness of investments.

Provided internal support to DCIO representatives driving sales of PNC Funds within retirement plans.Followed up with plan advisors and cultivated relationships after their initial meeting with my external partners.Selected by management to support all 3 DCIO territories as the company expanded DCIO presence.Recognized for efforts in coordinating the partnership between our DCIO and retirement solutions teams.

Became the clients' trusted advisor by making consultative recommendations and helping them earn, save and protect their money.Attained and exceeded predetermined quotas in deposit dollars, loan dollars, and referrals. Earned numerous "MVP" sales awards.Cross-sold full range of products and services and cross-referred to partners in other lines of business; i.e. trust, investments, mortgage, and business banking.

Developed new business banking relationships via prospecting and outbound calling, and cross-selling bank products and services.Worked with branch staff to maximize every client relationship to meet sales and customer service quotas.Created a financial needs profile for every new and existing client to make the best recommendations and maximize wallet share.

Sold merchant credit card processing services in an expanding market.Acquired new clients by way of prospecting to business owners.Began as Customer Service Representative in the branches.