Senior Client Experience Manager

• 2018 - Present

Associate Relationship Manager- Private Bank

• Feb 2018 - Present

I help high net worth clients grow, maintain and distribute wealth. I create a customized plan to help with complex wealth issues tailored to a clients specific needs. I am dedicated to providing clients with a comprehensive wealth management plan while providing world class personal service. I work with a team of high qualified local specialists who have the privilege of helping clients through insightful planning that is uniquely tailored to them.

Senior Relationship Manager

• Aug 2014 - Feb 2018

Established, maintained and deepened the financial relationships of consumer and small business relationships. Offered the most appropriate financial solutions and services that are specifically tailored to clients needs. Introduced sales partners as necessary to achieve client goals. Conducted data interpretation and gap analysis on performance. -Perennial top performer in market-Consistently met performance metrics for sales goals and customer experience-Dedicated sales and onboarding trainer

Personal Banker

• Sep 2013 - Aug 2014

Ensure clients receive the best possible products and services with Key. Open various checking and savings accounts, certificates of deposit, and IRA's. Facilitate an easy and consistent loan process with various lines of credit options, home equity packages as well as mortgages. Point of contact for all account inquiry and loan questions.

Customer Sales Lead

• Oct 2008 - Oct 2012

I currently am in charge of all training procedures with associates as well as ensuring the store runs smoothly on a daily basis. Visual merchandising routines as well as strategic goal plans.

Retail Advisor

• Jun 2007 - Oct 2008