Christi Thompson Email & Phone Number

West Palm Beach, Fl, Us

West Palm Beach, Florida Area

West Palm Beach, Fl

• Conceptualize, plan and execute 25+ special events annually for clients, prospects and business partners. • Develop marketing programs, public relations and advertising campaign to further drive the client experience with a focus on sustainment and consistency across the business to positively impact share of wallet gains and revenue growth. • Track events for return on investment. • Vendor coordination and event expense management. • Coordination with external PR firm and internal Community Affairs for sponsorship and community involvement projects. • Act as a brand guardian to ensure adherence to established communication standards.

West Palm Beach, Fl

• Human resource and operations point of contact. • Support change initiatives for 19 team members in driving the right culture that aligns with private bank goals. • Lead and manage through influence, leveraging formal and informal structures. • Ensure team members are adhering to discipline professional and compliance standards. • New employee onboarding. • Track all paid time off and office expense management. • Administer IT needs including computers, phones, printers and copy equipment.

West Palm Beach, Fl

• Support Managing Director for financial reporting, RFP generation, sales meetings and problem resolution. • Provide support to Private Wealth Advisor with an emphasis on business development. • Perform account openings for Trust and Investment accounts, relationship review preparation, identify sales opportunities and assist with client meetings. • Support market leadership in client experience needs. • Proven collaboration with Partners (both internal and external to BMO). • Executive travel, calendar management.

North Palm Beach, Fl

• Served as primary point of contact for clients. • Responsible for customer service, compliance and administrative support for book of business in conjunction with Relationship Manager. • Enhanced client relationships through excellent client service and coordination of products and services in order to generate and maintain revenue. • Maintained operationally sound client files and assisted other Associates in adhering to compliance requirements.

Palm Beach Gardens, Fl

• Provided direct support to Relationship Manager with an emphasis on business development. Proactively assisted with business development activities. • Performed account openings, annual meeting preparation, identified sales opportunities and assisted with client meetings. • Assisted Relationship Manager with loan support duties including obtaining credit information, loan document preparation, new loan implementation and loan portfolio administration.

Tequesta, Fl

Human Resources• Directly managed human resource processes for 9 direct reports and oversaw HR processes for team appraisals, including individual development plans, career development, interviews and disciplinary action. • Identified gaps in performance and developed appropriate plans to improve performance. • Conducted targeted selection Teller interviews for cluster. • Tracked all paid time off and teller scheduling. • Responsible for overall execution of banking policy. • Ensured compliance with internal controls, operational procedures and risk management policies.

Tequesta, Fl

Sales & Service• Managed $88 million book of business and team of 9 members. • Consolidated with closed branch and retained 98% of client base. • Served as empowered decision maker and escalation point for all service and operational issues. • Educated customers on full array of financial products. • Consistently created referrals to onsite Financial Advisor and Wealth Management team. • Led employees in establishing an environment that achieved sales and service performance objectives and facilitated teamwork. • Ensured financial center team knew and focused on high value customers to improve their overall banking experience and retain and grow their business. • Made outbound retention calls to high value customers and identified potential opportunities for growth of customer relationships. • Developed specific strategies and monitored progress to meet and exceed sales goals.

North Palm Beach, Florida

• Responsible for supervision of sales/coordination staff retailing golf school packages. • Supervised call center activity for 21 agents and day to day coordination of retail programs. • Departmental reporting including financial, call/closing ratios, enrollment reports, fulfillment programs. • Corporate client program coordination. • Integrally involved in conceptualization and development of marketing/promotion programs and brochure development. • System administrator for in-house reservation system; system design, reporting functions, database management and maintenance. • Created training manual utilized in customer service agent training.

West Palm Beach, Florida Area

Assistant Client Business Manager • Assisted in management of 2 major and 3 secondary military accounts. • Positively and proactively developed client relationship for Coca-Cola Foods and Hershey Foods Company to increase sales of product in military outlets. • Ensured that all aspects of broker program meet or exceed client expectations. • Prepared client presentations and participated in client meetings. • Assigned and disseminated sales quotas, reports, product information and sales and marketing tools to worldwide field force of 173. • Liaison between clients, field force and headquarter personnel.

Buffalo/Niagara, New York Area

Bachelor Of Arts (B.A.), Business/Corporate Communications

High School