Ensures business processes, administration, and financial management.Maintains accounting system.Leads planning and forecasting activities with business partners to achieve business and company goals.Reviews financial reports.Prepares financial forecasts.Monitors financial details to ensure legal compliance.Analyzes revenue, expenses, cash flows, and balance sheets.Assists management to make financial decisions.Supervises employees.Investigates means to improve profitability.Reviews and processes payments of the company.Maintains an accurate filing and record keeping system for all financial statements and company documents.Participates in the execution of changes to procedures, policies, and systems to facilitate expansion, compliance, and scaling of the business.

Responsible for Liability business growth, Planning, lead branch effectively to ensure achievement of Sales and profitability objectives.Analyze sales reports, and provide strategies to Trim overhead and increase profitIdentify new market opportunities via market research and initiate contactCreate proposals for existing clients to improve their business utilizing company servicesProvide coaching and training to subordinate Business DevelopersGenerate sales presentations as well as assist junior developers with theirsMaintain positive growth in your market areaRespond to all issues with prompt attentionTravel to destinations to best facilitate transactions or training

Ensures business processes, administration, and financial management.
Maintains accounting system.
Leads planning and forecasting activities with business partners to achieve business and company goals.
Reviews financial reports.
Prepares financial forecasts.
Monitors financial details to ensure legal compliance.
Analyzes revenue, expenses, cash flows, and balance sheets.
Assists management to make financial decisions.
Supervises employees.
Investigates means to improve profitability.
Reviews and processes payments of the company.
Maintains an accurate filing and record keeping system for all financial statements and company documents.
Participates in the execution of changes to procedures, policies, and systems to facilitate expansion, compliance,
and scaling of the business.

Provided excellent customer service to clients, helping them with their banking needs and resolving any issues that
arose. Conducted account openings, closings, and maintenance tasks in accordance with bank policies and procedures.
Demonstrated expertise in loan origination, underwriting, and servicing
Analyzed client financial statements and made recommendations for investment opportunities
Consistently exceeded sales goals by cross-selling banking products to existing clients and identifying new business
opportunities.
Assisted clients with opening new accounts and provided information on various banking products and services.
Responded to customer inquiries via phone and email, ensuring that all issues were resolved in a timely and
professional manner.
Maintained a high level of accuracy and attention to detail when processing transactions and balancing accounts.
Collaborated with other bank employees to identify and implement process improvements and customer service
enhancements.
Acted as a mentor to new employees, providing guidance and support as they acclimated to their roles.

Assisting in the preparation of budgetsManaging records and receiptsReconciling daily, monthly and yearly transactionsPreparing balance sheetsProcessing invoicesProviding customer service to clientsResolve financial disputes raised by the customer service and sales teamsBeing a key point of contact for other departments on financial and accounting mattersSupporting the Finance Manager and executives with projects and tasks when required