•	Identifying, developing, servicing, and managing business relationships by using the cash flow conversation, and working closely with bank partners to develop, service, and expand client relationships
•	Supervising and coaching branch personnel on sales techniques, service excellence, compliance guidelines and new product offerings while creating a cohesive and enthusiastic environment
•	Maintaining knowledge on banking products and distribution to provide optimal service support
•	Coordinating with teams and assisting clients in providing optimal financial advice on various banking products
•	Monitoring client requirements, identifying prospective opportunities and assisting  in increasing revenue
•	Analyzing financial products and recommending appropriate products to clients
