Finance and customer service professional with hands-on experience in financial services, banking operations, and cash management. Proven ability to deliver accurate financial transactions, maintain compliance with regulations, and build lasting client relationships. Skilled in financial reporting, problem-solving, and achieving sales targets. Dedicated to pursuing a career in financial services with a long-term goal of advancing into wealth management.
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.