Vice President/senior Premier Relationship Manager
Managed large and complex customer and prospect relationships to maximize net contribution through an emphasis on obtaining new, high income relationships. Maintained quality service for all customers, expanded existing relationships, monitored relationship profitability and drove revenue growth.
- Managed $160 million portfolio consisting of 450 high net worth individuals that produced $3.0 million annual revenue.
- Generated more than $1.0 million of incremental annual income by developing effective strategies of cross-selling Company products and services including wealth management products.
- Consistently exceeded production goals for new loans, mortgages and home equities by 20% (annual goal $8.0 million.)
- Analyzed clients' financial situations and solved financial needs by customizing comprehensive investment and personalized retirement plans.
- Recognized for outstanding professional acumen with national awards of HSBC Sales Excellence Club in 2005-2007, 2009-2010.