- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit. - Drove performance of staff by creating incentives and positive work atmosphere and administering recognition and rewards programs. - Identified and corrected deficient performance and behaviors to achieve maximum productivity. - Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service. - Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.

- Counseled students regarding educational issues such as course and program selection, class scheduling and registration and career planning. - Molded team and embraced change to adapt within dynamic market. - Mentored and guided employees to foster proper completion of assigned duties. - Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals. - Established open and professional relationships with team members which helped resolve issues and conflicts quickly.

- 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.