Experience

Bridges, Inc.
• Director of Operations


Bank of America

• United States
• Banking
• 700 & Above Employee

• Client Manger, Assistant Vice President

  • Feb 2008 - 2010

  Develop relationships with existing clients and educate them about BOA’s financial and investment offerings with the goal of bringing their assets to BOA. • Provide clients with financial guidance concerning mortgages, investments, and general banking. • Manage and grow a book of 500+ clients. • Serve as key contact for testing. • Provide feedback on all new sales and lead management software for the business unit of client managers (600+ employees). • Mentor for new hires. • Serve as team lead when manager is unavailable. • Work with book of business by contacting customers, providing value proposition, evaluating client needs, completing sales, and providing excellent customer service throughout the process. Show less