Client Relationship Manager
Provided financial services for individuals and small businesses by conducting extensive profiling and needs assessment analysis. Implementation of recommendations and appropriate solutions including: personal banking, home finance, investment allocation and retirement services, credit and lending.
- Actively managed a client base with assets over $50 million.
- Managed high net worth individuals through the implementation of wealth management tools and strategies.
- Achieved revenue growth through the sale of an extensive array of financial services including: mutual funds, fixed and variable annuities, and fixed income strategies.
- Originated residential mortgages and home equity lines of credit.
- Provided orientation and executed account opening process for small business entities.
- Group presentations and individual coaching to develop individual bankers and staff.