Our advice included: advising the company on the full range
of applicable consumer financial services and bank regulatory laws in an effort to ensure efficient and compliant product and service development; the
successful defense
of a confidential state regulatory
inquiry into certain
business practices; and negotiating a private resolution to private, civil claims
of alleged trademark infringement and cyber theft.
private calls, in home appointments, private sales, Emphasized product features based on analysis
of customers» needs.Responded to all customer
inquiries in a timely manner.Used networking opportunities to create
successful, on - going
business relationships.Scheduled and attended at least 15 appointments per week.
Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through
successful leveraging
of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with
business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and
business loans Opened, updated, and settled personal and
business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service
inquiries resulting in client satisfaction and repeat
business