AVP Manager of Business Development

• Jun 2022 - Present

Business Development Officer

• Sep 2021 - Present

Personal Banker

• Mar 2021 - Sep 2021

Licensed Personal Banker II

• Jun 2014 - Mar 2021

Gather and interpret financial documents and statements for investments and lending • Assist our affluent client base with complex and advanced financial banking needs • Uncover and send proper referrals for business clients needs of merchant, payroll, and lending • Conduct needs assessment and advice on financial solutions to strengthen relationships • Coach and assist team members with evolving banking policies and procedures • Prepare and maintain reports to keep track of client’s present and future needs • Build relationships with internal and external partners, financial advisors, business banking, payroll representatives, merchant services, and mortgage consultants • Service clients varying financial needs both in person and by phone when appropriate • Quickly became a reliable retail banking resource for our various corporate departments • Strong risk mitigating skills, nominated for risk management excellence • Recognized as a champion for exceptional performance in semiannual awards

Small Business Advocate

• Oct 2013 - Dec 2016

Personal Banker

• May 2011 - Jun 2014

Bank Teller

• Jul 2006 - Jun 2011