• Designed and maintain Excel spreadsheets to track the bakery’s financials along with income and expenditure projections• Record, track, and create payment plans for all vendors• Process and manage payroll for all employees of the company across four stores/locations on weekly basis• Report office progress to management and store manager and work with them to improve business operations and procedures

• Identified, built, and deepened relationships to gain incremental wallet share of private clients’ financial portfolio through superior customer experience• Conducted fact-finding meetings to anticipate the complex financial needs of the client and offer solutions through a wide range of products, services, and tools• Maintained strong partnerships with various subject matter experts within the bank to capture all cross-sell and sales opportunities• Provided regular value-added engagements with clients—high-touch, face-to-face meetings with clients, and consistent communication• Proactively sourced, acquired, and expanded high-value client relationship by maximizing sales and service opportunities