Andrea Dorsett

• Identified opportunities to cross-sell banking products and services to existing clients
• Developed and maintained strong relationships with clients
• Collaborated with internal teams such as wealth management, mortgage lending, and business banking to deliver integrated solutions for clients
• Achieved monthly sales targets by proactively identifying new business opportunities within the assigned client base
• Assisted clients with account opening, closing, and maintenance processes while ensuring adherence to bank policies and procedures
• Conducted regular reviews of client accounts to ensure compliance with regulatory requirements and identify potential risks or issues
• Participated in community events or networking activities to build brand awareness and generate referrals for new business prospects
• Matching affluent clients and businesses to financial products based on their individual needs

• Training in loans and mortgages
• Client follow-ups and relationship building
• Handling large volumes of cash
• Account Management
• Effectively collaborates with other departments/team members to resolve client issues quickly
• Achieving/exceeding positional and branch goals
• Operations for branch

• Training in loans and mortgages
• Client follow-ups and relationship building
• Handling large volumes of cash
• Account Management
• Effectively collaborates with other departments/team members to resolve client issues quickly
• Assistant Manager duties
• Vault Custodian

• Matching affluent clients and businesses to financial products based on their individual needs
• Help train and onboard new tellers
• Deep understanding of banking-relation risks and regulations
• Client follow-ups and relationship building
• Handling large volumes of cash
• Account Management
• Effectively collaborates with other departments/team members to resolve client issues quickly