Experience

Weichert, Realtors CornerStone

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Agent

  • Mar 2020 - Nov 2022

  United States



South State Bank

• United States
• Banking

• Financial Service Representative

  • Mar 2019 - Aug 2019

  Augusta, Georgia, United States Responsible for assisting clients with opening accounts of any kind to include credit cards. While also answering questions regarding account maintenance. This included identifying sales leads and referring clients to mortgage officers, investment consultants, and consumer lenders. Promoted 5 months early based on performance; 7 months ahead of standard company policy

• Roving Teller

  • Oct 2018 - Mar 2019

  Augusta, Georgia, United States Traveled as need to several different branches on a daily basis to process transactions such as deposits, cashing checks, withdrawals, and loan payments. Additional responsibilities included identifying sales leads and referring clients to private bankers.



Sparkasse

• Germany
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Jan 2013 - Jul 2018

  Erlangen Area, Germany Responsible for maintain the branches client list, scheduling appointments, maintain adequate cash levels within insurance guidelines, and purchasing stocks/mutual funds based on client desire. Duties also included consulting on mutual funds, insurance, retirement plans, private loans and home loans. • Oversaw a client base of over 300 people with aggregate assets in excess of 5M euro • Selected to fill in as branch manager overseeing daily operations of 6 employees while working… Show more Responsible for maintain the branches client list, scheduling appointments, maintain adequate cash levels within insurance guidelines, and purchasing stocks/mutual funds based on client desire. Duties also included consulting on mutual funds, insurance, retirement plans, private loans and home loans. • Oversaw a client base of over 300 people with aggregate assets in excess of 5M euro • Selected to fill in as branch manager overseeing daily operations of 6 employees while working with the CEO to complete a merger in July 2017 • Elected to the 7-member work committee to plan work retreats, company morale events, and plan the merger concluding in July 2017

• Financial Consultant

  • Jul 2012 - Dec 2012

  Amberg, Germany Advised client base of 200 with aggregate assets of 1M euro on insurance needs, building society policies, and savings. Assisted as a teller on an as needed basis. • Interim branch manager for a 2-employee branch