Relationship Banker/Small Business Specialist
September 2011 — Present
Serve as trusted advisor to clients in seamlessly delivering comprehensive and customized business banking products and solutions tailored to financial needs.
Demonstrate expertise of business,finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the clients needs while working within AML and KYC risk parameters.
Build relationships by calling on existing client base while providing banking, credit, and investment related advice.
Build and utilize referral networks as well as partners within branch to create specific solutions to client needs while cultivating a long term relationship.