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• Develop, maintain and support the sale of banking products and services by generating and following up on leads. • Identify and sell or refer appropriate banking products based on strategic analysis of customer financial needs after conducting an in-depth customer needs assessment. • Define great customer experience by consistently providing exceptional customer service, consisting of a friendly demeanor, sense of urgency and willingness to assist the customer at all times, ensuring issues and requests are solved promptly, thoroughly, to the customer’s satisfaction.• Initiate and maintain customer contact through a variety of methods

• Responsible for organic lead generation as well as qualifying incoming leads from external sources • Personally meet with prospects to discover pain points and effectively strategize a unique solution that is custom to their individual needs• Facilitate entire sales process: qualifying lead, presenting, nurturing, proposal, closing, renewal, etc.• Responsible for growing personal and professional network in a new territory for which few previous relationships were non-existent

• Assisted the professional counseling staff in conducting business feasibility studies and new market assessments for a wide range of clients• Maintained and managed entrepreneurial database on a bi-weekly basis in order to track and analyze regional entrepreneurial activity for New North, Inc.• Improved multiple client marketing plans after reviewing future growth opportunities for a variety of industries

• Maintained motivation while in an individual work setting where self-motivation is crucial for success• Worked with hundreds of new and existing customers to discover an unmet need and help guide them through the purchasing process in an effective and high-performing manner• Exhibited positive and effective team working skills where I assumed a leadership role among other interns• Averaged front-end close rate of 45% vs. a goal rate of 30% - 35% and averaged a back-end close percentage of just under 20% vs. goal of 13% - 15%• Effectively documented lead generation call notes in CRM system to update customer profile in an attempt to achieve superior customer satisfaction leading to customer retention