Licensed Banker- Business Specialist
·Provide specialized guidance for clients by combining consultative sales approach and financial expertise to create solutions leveraging current products and services assisting the branch move from the bottom 40% to the top 10% in peer group
·Execute integrated sales, relationship, and credit strategies to achieve desired revenue and service goals resulting in awards for top branch banker based on monthly performance 19 times. Top 5 district level banker 11 times.
·Collaborate with Investment, Commercial Business, and Lending partners to ensure ongoing communication with clients resulting in the highest cross-sell ratio in branch averaging 2.4 products per account.
·Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets utilizing Series 6, 63, life and health, and insurance licenses.