• Maintain primary contact role for named accounts encompassing account management and sales duties by assessing client needs and selling appropriate products and services.
• Developed and Increased value to clients through product knowledge and excellence customer service.
• Drive sales of company products and services by meeting with customers using strategic and organized approach, analyzi...
San Francisco Bay Area• Managed new and existing business client relationships that include developing tailored sales plans for each relationship
• Assisted small business clients on commercial lending and how to build credit
• Increased client loyalty through expertise in business development, financial analysis, and exceptional customer service
• Continually expand referral network through contact with internal ...
San Francisco Bay Area• Increased sales by building long term relationships with customers and acquiring 100% of their business
• Took a proactive role within the branch and the local community resulting in new business for the bank
• Increased the number of new accounts by 50%, sourced opportunities for our partners, motivated and led team members to achieve 100% of their individual goals.