Huyen Jaime

•Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals such as building wealth and retirement readiness, and recommending investment advisory strategies.

• Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority solutions

• Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

• Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

• Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

•Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance

• Work with a range of consumers and business clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions
• Connect clients to financial partners: business specialist, loan officer and financial advisor to better serve their needs
• Expand customer relationships by maintaining a regular follow-up process and building rapport with each customer
• Ensure that customer’s concerns are handled efficiently to maintain positive customer relations
• Participate in weekly proactive planning sessions for client engagement activities and drive sales-related topics
• Consistently exceed sales goal over 130% by surpassing month and quarterly target goals

• Assisted clients with account opening procedures while ensuring accuracy and compliance to all security processes and timeline.
• Prepared and kept track of sales records, made sure all banking objectives were met and assessed all sales reports in coordination with the bank manager.
• Consistently met or exceeded sales goals by effectively cross-selling bank products and services to both current and potential customers.
• Analyzed customer information to identify opportunities for growth and expansion of services.
• Delivered friendly customer service and ensured the highest level of customer satisfaction.
• Collaborated with all team members in the branch to execute activities.