Danielle Winter Email & Phone Number

Providence, Rhode Island, Us

Providence, Rhode Island, Us

Creates Policies, Procedures, Work Instructions, and Job Aids through Microsoft Word and Visio for the company’s needs and regulations• Analyzes and surveys procedures to help mitigate functions that could pose a risk to the internal departments• Preparing and presenting analysis in a written format• Works with SnagIt to modify screenshots used for directions and work instructions• Edits current procedures annually and ADHOC with the subject matter experts of those procedures to make sure all processes areproperly documented• Assists with executing test cases for the quality assurance team on an ADHOC basis• Works with CSI Operations and Citizens Clarfeld Private Wealth on creating and updating back office and client facing forms• Works with Wealth Management Colleagues with regards to updating SharePoint and DocuShare sites• Assists in special projects• Performs other duties as assigned by Management• Assists in executing process improvement documentation across Wealth Management

Providence, Rhode Island, Us

• Administrator of Wealth Management and Bank systems. For example: Salesforce, Data Objectives, Wealthscape, etc.• Excellent skills in identifying business systems problems and recommending controls to address them effectively• Implemented and worked through process improvement and writing procedures for the technology team• Identify and create ideas for process improvement, and provide feedback to leadership• Use relationship management skills to work with back office and vendors to solve complex issues that arise on an everyday basis• Primary point of contact with different Annuity, Mutual Fund and 529 firms to update rep of records.• Plan, prioritize and deliver system enhancements• Proactively contributed to several implementation projects; leveraged communications skills to establish and maintain successfulinternal and external relationships.• Assisted with special projects including testing and troubleshooting of new Skience, Money Guide Pro, and Morningstar systems.This included working with outside vendors to ensure prompt identification and resolution of related issues.• Identify and create ideas for process improvement, and provide feedback to leadership.• Tested and implemented various administrative requests through C.I.T.E., Citizens Investment Services workflow system• Works through multiple team mailboxes on an everyday basis• Created, organized and maintain Joiner Defaults for all Wealth Management Departments.• Participated in technical requirements and design sessions

Providence, Rhode Island, Us

• Provided administrative support to Executive Vice President, Senior Vice President, Vice President’s, and Asst Vice Presidents of Citizens Wealth Management Support• Created and distributed Communications on an ADHOC (usually daily/weekly) basis that is sent to all Investments Sales and Support Colleagues• Maintained a high level of confidentiality when working with Executives• Supported Wealth Management back office Departments (approx 120 total people in the departments)• Organizer of Wealth Management/Tripps Lane Colleague Appreciation Week/Credo Celebration 2010-2015• Worked with CFG Corporate Events to plan for Annual Wealth Management Conference 2011-2015 (Approx 600 attendees)• Assists CFG Corporate Events group in executing day to day activities/events during Annual Wealth Management Conferences• Takes on a large role in various projects that come up throughout the year in CWM Support (i.e.: Fee Project, Required MinimumDistribution, CWM Annual Sales Meeting etc.)• Works with Maintenance Manager on regular basis to ensure Tripps Lane Wealth Mgmt Support Areas are run properly• Works with Property and Space Planning team about seating arrangements, space improvements, and Wealth Support Space Strategy.• Prepare accurate and timely reports, memos, and letters• Manage executives calendars, coordinating schedules, organizing meetings, and complete expenses• Assist in procedure and process improvements with CWM Support• Manage PTO / Vacation calendar for senior management• Booked travel accommodations for senior management• Always maintains a positive energy in office while maintaining a professional attitude.

Providence, Rhode Island, Us

• Open personal and business accounts for current customers and new to bank customers• Specialized in marketing products and services of the bank to customers and potential customers of the bank• Always maintained a high level of customer service with customers and potential customers of the bank on a daily basis• Help trained new to branch employees• Process teller transactions while properly utilizing teller system and customer service skills on an everyday basis• Utilize outbound sales experience to contact and make appointments with personal and businesses customers/prospects of thearea.• Engage prospects and customers by using strong verbal communication skills over teller station, platform, and in-aisle of Stop &Shop

Providence, Rhode Island, Us

• Hired as a full time employee from Manpower on November 5, 2007• Delivered sales results through excellent customer service skills.• Used sales techniques to schedule appointments for Business Banking Officers across the footprint• Created daily scorecards for my team of 9 colleagues of daily sales and goals• Helped train new employees to the department• May 2008/ September 2009 Employee of the Month• Awarded one of the four 2008 "TEAM FIRST" awards for the department• Member of the Cranston Activities Committee at Davol Facility• Colleague Appreciation Week Committee Member at Davol in 2008 and 2009• June of 2009: Chosen by management to be one of the first colleagues in the outbound department to be cross trained for inbound and outbound phone support.

. Outsourced Sales and Marketing firm for which Verizon and Quill Office Supplies worked with• Sales business to business and residential• Interviewed, trained, and helped manage a team of 15 to 25 people• Took initiative within the office to help complete large tasks (ie: Territory Management and imputing applications into the computer system)• Lead meetings daily with the office on how to improve on daily and long term goals

Masters Of Business Adminsitration, Business Administration And Management, General

Ba, Arts And Sciences, Communication, Public Relations