Hardworking, results-driven financial professional with progressive experience in sales, leadership, and client relationship management. Proven ability to exceed performance targets, lead teams, and deliver tailored financial solutions. Seeking long-term career growth in financial services.
• Manage a portfolio of high-net-worth clients, offering tailored banking solutions
• Consistently exceed sales and referral goals by identifying financial needs and cross-selling Chase products
• Partner with financial advisors and mortgage bankers to deliver holistic financial planning
• Recognized for top-tier client satisfaction and relationship retention
• Provided personalized recommendations on mobile plans, devices, and tech accessories
• Maintained high closing rates and contributed to storewide sales success
• Handled technical troubleshooting and post-sale support
• Tracked interactions and conversions in CRM platforms
• Led a team of bankers, providing coaching, training, and performance feedback
• Drove branch performance by implementing goal-setting strategies and accountability systems
• Assisted clients with complex financial needs and delivered customized solutions
• Helped improve cross-sell metrics and operational efficiency
• Provided personalized recommendations on mobile plans, devices, and tech accessories
• Maintained high closing rates and contributed to storewide sales success
• Handled technical troubleshooting and post-sale support
• Tracked interactions and conversions in CRM platforms
Financial Needs Analysis
Client Relationship Management
Team Leadership & Training
Sales Strategy & Cross-Selling
CRM Tools (eg, Salesforce)
Microsoft Office & Excel
Communication & Presentation
Basic Programming Knowledge