Alex Lutz

• Guide clients through personalized goals-based financial plan, offering investment management, retirement strategies, & 401(k) consulting.
• Build strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Achievements

• Ted Jones Prospecting Award for gathering $2.8 million in new assets within the first 12 selling months.
• Spirit of Partnership Achievement Award for crossing the practice management level, with gross commissions exceeding $35,000 and new assets of more than $2.8 million.
• Travel Award Program (TAP Trip) for bringing in $3.6 million in new assets within six months.

• Grow sales in addition to building customer loyalty and development of business strategies.
• Manage staff to ensure all employees are clear on work priorities, goals, strategies, expectations, and activities while maintaining high levels of customer service.
• Oversee branch controls and compliance to effectively manage risk and ensure positive internal audit ratings.

Achievements

• Branch Scorecard's total weighted score to 112% & NPS customer service rating above 90%

• Creates and manages sales plan delineating optimal methods for achieving sales goals through interaction with clients, prospects, internal partners, and schedule periodic meetings with clients to provide value-added services.
• Execute integrated sales, relationship, and credit strategies that are aligned with branch's business plan.

Achievements

• Consistently exceeding monthly hurdles. Bring in 2018 consumer new money deposit of $10,870,648 to $11,987,614 in 2019. Increasing business new money deposit 2018 at $584,848 to $890,323 in. 2019.

• Carry out financial transactions in accordance with bank policies and procedures while maintaining acceptable record in daily drawer balancing.

Achievements

• Received high ratings for annual reviews from 2014 through 2016 for consistently exceeding hurdle and working as team leader.