Resume

Owned a portfolio of 100+ business and high-net-worth clients, delivering proactive outreach, tailored financial solutions, and high-touch support to strengthen relationships and drive long-term retention.

Guided clients through digital onboarding, remote account setup (via co-browse feature), and virtual product demos, increasing adoption of self-service tools and online banking platforms by 25%.

Exceeded weekly sales and service targets while acting as a primary point of contact for escalations, resolving client issues with empathy and preserving loyalty.

Collaborated cross-functionally with compliance, fraud, and tech support teams to resolve service and KYC issues; ensured secure and compliant onboarding.

Owned end-to-end sales pipeline from outreach through onboarding, including discovery, demo, and implementation support.

Maintained a 95%+ CSAT while exceeding weekly sales/service quotas and managing escalations with empathy and speed.