PA User

Built strong client relationships through KYC, educated clients on trade execution and trading strategies, and emphasized risk tolerance and diversification. Managed over $1 million in client deposits.

Assisted clients with opening various bank accounts (personal, business, cross-border) and processed personal credit applications. Identified and referred over $3 million to wealth/investment goals and over $2 million in mortgages/HELOCs.

Assisted with pandemic vaccination efforts, ensured correct vaccine distribution to medical staff, and managed patient check-ins/check-outs. Maintained updated patient profiles and supported pharmacists with daily tasks.

Efficiently completed financial transactions and provided exceptional customer service, achieving over 100% D2D for Q4 2022 and Q1 2023. Advised clients on investments, resulting in $500K in referrals, and enhanced banking experience through technology and online banking assistance.

Onboarded new online clients, provided website and platform demonstrations, and answered trading questions. Facilitated account upgrades and worked specifically with Asian and African markets.

Conducted sales calls and product demonstrations for real estate agents, educating clients on software to increase website activity. Led the sales team, achieving a 250% sales increase, and provided ongoing customer follow-up and mentorship to junior sales staff.

Studied core business principles including finance, marketing, and operations. Gained practical skills in management, leadership, and strategic planning.