Proficient with the Microsoft Office Suite as well as CRM Skilled at financial planning for many different situations Knowledgeable about risk assessment and making profitable investments Detail and customer-oriented Skilled at identifying the best financial products for the needs of customers Experienced with carefully managing client portfolios based on predetermined goals Works well in a team in addition to managing small to large projects Superior sales skills Extensive product market knowledge as it applies to personal banking Able to review and deny credit and overdraft applications.
Expert in SEO. Excellent sales service.
6 Years experience