- Open bank accounts (e.g., checking and savings accounts, credit cards, loans, etc.). for current and new customers; oversee transactions and close accounts when necessary.
- Assess the client’s overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs.
- Examine, evaluate, or process loan applications, and coordinate the approval or rejection.
- Uncover the need for special services such as investment/ wealth management to make the adequate referral.
- Helping customers across UK who are in a financial difficulty and assist accordingly to help them clear their existing debt with the bank.
- Marketing, to find and pursue potential investors for foreign exchange investment.
- Consultation and services in foreign exchange trading.
- Conducting market analysis and assist in intraday trading for clients.
- Direct involvement in the sale process;
- Accumulation of in-depth knowledge regarding stock market investments;
- Analyze stock charts in order to interpret the behavior of financial assets;
- Identifying customer needs, creating solutions for those needs and ensuring a smooth sales process.
- Prospected and maintained a $1.5 million book of business from scratch
- Organized and executed semi-annual client reviews to ensure customer satisfaction and inquire about new opportunites
- Ranked 2nd in Northern California/Hawaii branch in 2019 for new RBG applications (achieved all available bonuses)
- Successfully completed Branch Leadership Development School for top advisors in their developing years (1 of 2 first year advisors invited)
- Collaborated with managers, peers, and new advisors to help organize meetings and improve overall success of the branch
financial consultant/stand in front office manager
- Loan processing
- Collections process,
- Revived sales, Existing sales, Assist Daily Report,
- Complete NLR process as per company policy and follow SOP,
- Assist branch manager With Final demands letters, to keep client approved, declined and pending applications,
- Assist Branch Manager with hand-over process Filings.