Ronald Williams Jr

• Assisted clients with distributions, complex trading, and digital adaptation.
• Provided accurate answers and solutions to client concerns, inquiries, and complaints.
• Maintained a high level of performance and time management with consistent green metrics.
• Engaged in a variety of work, including skills coaching and using leadership tools to develop interns' skills.
• Served as a Softphone Champion, being one of the first associates to use Softphone and training others during the RCS rollout.
• Recognized as a Culture Champion in Q1 2022.
• Acted as an Ad Hoc OPA Champion.

• Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
• Used targeted questioning strategies to discover insight on prospect needs and requirements
• Partnered with PCA to help clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
• Identified and capitalized on community business opportunities with effective networking.
• Adhering to policies, procedures, and regulatory banking requirements

Started the licensing program and completed the SIE and Series 7. Missed the 66 and had to leave the program.

• Increased new bank relationships within the local community by executing quarterly promotions.
• Developed prospects for new loans with cold calls weekly.
• Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
• Created strategies to develop and expand existing customer sales, which resulted in a increase in sales.
• Increased overall financial center sales performance by incorporating several quality process improvements within the branch.

• Studied customers financial situations in order to provide the best advice accordingly.
  
• Communicated effectively with customers in order to offer creative financial solutions to balance the investment and revenues according to customer profile.
  
• Constantly invested great effort to meet and exceed expectations, maintain relationships and create profitable solutions in order to increase customer satisfaction as well as enlarge the customer share of wallet.
  
• Consistently exceeded quarterly sales goals.
  

• Created and organizing all the sales activities for the sales team, andfor ensuring that all staff adhere to company policies, procedures, and safety standards.
• Responsible for customers throughout the entire lease or purchaseprocess including product selection, negotiation, insurance and financing, documentationand delivery.
• Supervised a sales force of 5 sales associates.
• Planned and directed staff training and performance evaluations.
• Supported the sales team in writing proposals and closing contracts.
• Built relationships with customers and the community to establish long-term business growth.

• Established relationships with prospective buyers through prospecting, referrals, internetinquiries and previous client base to exceed personal and company sales goals.
• Providedfinancing and leasing options to clients through direct contact with multiple financialinstitutions.
• Trained and manage sales consultants to provide support to sales team.
• Planned and directed staff CRM training and performance evaluations.
• Supported the sales team in writing proposals and closing contracts.