• Advise clients on various investment and loan accounts • Manage clients bank accounts; open, close and oversee transactions and contracts • Respond to client's various inquiries and concerns via phone and email • Present financial products and services to existing and prospective clients • Correct client accounts discrepancies and make adjustments as needed•Advise clients on insurance products related to line of credit, loans and mortgages.• Process transactions and… Show more • Advise clients on various investment and loan accounts • Manage clients bank accounts; open, close and oversee transactions and contracts • Respond to client's various inquiries and concerns via phone and email • Present financial products and services to existing and prospective clients • Correct client accounts discrepancies and make adjustments as needed•Advise clients on insurance products related to line of credit, loans and mortgages.• Process transactions and handle large amounts of money up to $1.5 million Show less

• Responsible for brand awareness and revenue • Developed and maintained social media platforms and conducted business to business sales • Trained and supervised a team of five employees• Worked directly with manufactures and negotiated supplier price reduction. • Followed up on potential leads/buyers and converted them into sales • Prepared invoices, purchase orders and was responsible for accounts receivable and payable • Oversaw the packing, shipping, and… Show more • Responsible for brand awareness and revenue • Developed and maintained social media platforms and conducted business to business sales • Trained and supervised a team of five employees• Worked directly with manufactures and negotiated supplier price reduction. • Followed up on potential leads/buyers and converted them into sales • Prepared invoices, purchase orders and was responsible for accounts receivable and payable • Oversaw the packing, shipping, and receiving of products • Updated website content, product descriptions and product pricing • Worked with accounting programs (Simply Accounting, Sage) Show less