- Top performer in customer support navigating customers through financial and technical challenges while simultaneously assisting IT and finance departments- Main point-of-contact for advisors and clients to resolve issues and escalations through in/outbound calls, team emails etc. - Provide best practice instructions and guidance for technology and financial related questions including trading, navigation and portfolio management - Work on multiple platforms including Outlook, Kana, BOS, Salesforce VeoAdmin

- Consistently exceeded monthly and quarterly sales goals by 110% to 130% as well as exceeding quarterly metrics through 50 outbound calls and emails weekly- Served as the face of Bank of America by uncovering clients’ needs and connecting them to services while deepening relationships - Worked with other relationship managers as well as a diverse team of specialists to provide clients with a full spectrum of solutions and options - Quickly learned how to manage client profiles on multiple platforms - Supported clients to reach their goals in an ever-changing environment

- Managed membership accounts- Technical customer support for members- Balanced registers using ABC Financial - Trained new employees - Helped our team exceed sales goals by 120% multiple months in a row