Bank of America
- Meeting and exceeding sales goals and exceeding by 120% percentage year over year
- Responsible for managing a team of banking associates, developing sales and customer service skills, while adhering to company standards and maintaining positive feedback from team members.
- Consistently seeking out emerging technologies and innovative solutions through strong customer service skills in order to grow client portfolios and determine efficient practices to enhance company objectives.
- Continued focused analysis of local markets in order to inform clients of business and personal financial opportunities and benefits
- Confidence through experience to advise both key and developmental clients in realistic determination of risk, with the goal of nurturing and expanding existing relationships and creating new business opportunities with future clients.
- Focused acquisition of high net worth clients with a comprehensive plan of tactical managed money strategies through all stages of personal wealth, including future returns.