- Generated new business and referral clients in partnership with financial advisors and branch team.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Operated in self-directed environment with minimal input to solve problems and implement resolutions.