Dynamic Relationship Manager with a proven track record at Union Bank, excelling in client relationship building and treasury solutions. Expert in identifying business opportunities and consistently exceeding sales goals. Strong communicator with a knack for delivering tailored financial solutions, fostering trust, and enhancing client satisfaction.
Provide exceptional customer service through setup, implementation and training of new and existing clients on all selected products and services for the Homeowners Association industry vertical market. Provide a high level of responsiveness as the first point of contact to key principals of top-tier clients and as the first escalation contact point for representatives of our clients.
Responsible for treasury, deposit, and non-loan product sales for Labor Management clientele. Provide treasury solutions and working knowledge of bank offering to effectively identify and close opportunities. Schedule calls and in-person meetings with prospects and clients to meet sales goals and ensure client satisfaction and retention.