Supporting broker-dealer advisors in DE, MD, PA, and VA.

Supporting broker-dealer advisors in DE, MD, PA,and VA.

• Supported our sales executives across RIA, BD, and Bank channels• Fielded inbound calls and supported uncovered advisors across the US• Dedicated outreach to uncovered advisors at independent broker-dealers with targeted campaigns through outbound calls to drive market share, brand loyalty, and practice management solutions.

• Delivers exceptional client service and drives Retail Investor Group growth by understanding client needs, positioning appropriate solutions, and moving clients forward in their sales journey• Develop and maintain proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients• Effectively assesses client need by asking targeted, high-impact questions, and position the appropriate product, service, or solution• Speaks primarily with high propensity clients who have $500k - $5M in assets • Possess intellectual curiosity and interest in developing business and financial acumen while demonstrating grit and determination in problem solving and navigating ambiguity • Proficient in Miller Heiman Professional Selling Skills and pipeline management by engaging clients who have not yet committed to the sale

• Responsible for communicating a broad range of information regarding due to death and non-death related transactions and processes to 20-30 clients per day• Generate a positive client experience by utilizing CRM skills to convey empathy while working with beneficiaries, executors and third parties through the due to death transition process in order to grow and retain assets• Communicate complex concepts for spousal and non-spousal beneficiaries, estate/probate processes, cost basis and RMDs to clients in a comprehensible manner• Establish and facilitate brokerage transactions between individual, joint, custodial, IRAs, and trust accounts• Educate and reinforce Vanguard’s investment principles to clients during COVID-19 based market volatility

• Provided a world class experience to every client by actively listening, being empathetic, knowledgeable and having a solution-oriented mindset• Assisted our clients' diverse financial needs by providing investment guidance tailored to clients' needs, educating clients about their portfolio, emphasizing Vanguard's investment principles, opening brokerage accounts, and fulfilling clerical requests• Strong performer in all key performance indicators including phone proficiency, utilizing lean principles to drive client resolutions, successfully maintaining metrics• Built a firm foundation of Vanguard’s philosophy and client-first approach to financial services

• Manage coal fleet of over 1,700 rail cars and 12 unit-train sets; allocate assets to deliver 2 - 4 million tonnes of coal annually• Communicate with CSX, coal suppliers, and coal plants to strategically plan monthly deliveries to meet annual tonnage requirements.• Ensure compliance with technical long-term coal, rail (CSX), third-party unloading contracts and short-term lease-trains. • Establish rapport and trust within coal and logistics industry (internal and external stakeholders) to build lasting and loyal relationships.• Led task force responsible for decreasing dwell time, or train inactivity, by 53%, resulting in quicker cycle times.• Attend conferences and read publications to advance understanding of current industry and trends.• Prepare detailed train activity reports and assist in quarterly coal forecast analysis.• Arrange and organize presentations consisting of coal, natural gas, and purchase power for Executive Energy Management Committee each month

• Supply Chain Management related.• Communicate with Suppliers regarding open purchase orders• Evaluate proposals/bids, issue purchase orders• Attend pre-bid/sealed bid meetings• Assist Buyers with bid packages and awards

• Attend bi-annual vendor expos to assist in buying process• Determine inventory and quantity of merchandise to be purchased based on price, quality, speed of delivery and other factors• Job shadow owner in purchasing orders

• Provide exceptional customer service by greeting customers, advising customers on products, as well as providing guidance through the store• Serve as cashier; proficient with cash register and sales transactions• Assisted manager with opening and closing of store to include stocking inventory, preparing cash registers, and cleaning