Drew C. Email & Phone Number

Houston, Texas, United States

• Responsible for taking incoming client requests and actively servicing client’s needs
• Actively manage wealth advisors sales pipeline and assign leads as designated
• Compiled weekly, monthly and quarterly reports for Wealth Advisors
• Assisted with financial planning software and updating clients financial plansbased on advisors recommendation

• Fulfilled customer transactions such as deposits, withdrawals and payments
• Serviced customers with opening and closing accounts
• Conducted financial assessments and recommended bank products based on customer need which promoted customer loyalty to the bank and to myself
• Performed hand in hand with colleagues to ensure customers were provided with the correct products which led to exceeding sales goals annually
• Ensured compliance with federal, state and local laws as well as Comerica’s policies and procedures which resulted in consistently passing audits
• Maintained excellent customer relations by forging lasting relationships and building trust

Channelview, Texas

• Rapidly established and developed a highly efficient and dependable front of house team from the ground up through motivation, constant coaching, training and team building exercises
• Orchestrated marketing from square one for the new Holiday Inn property through outreach to local businesses, designing hotel website and working with google and other search engines to spread awareness for our new.
• Managed hotel financial records to provide current and accurate numbers for accounting department as well as constantly remaining under budget

Deer Park, Texas

• Instilled a higher level of expectations and cleanliness for a Holiday Inn property staff by setting the example and leading team building exercises
• Ensured front desk staff were always properly trained and in compliance with company policy which provided staff with the abundance of knowledge to accurately perform their job
• Balanced daily ledger accounts by running reports to verify financial totals, maintained front desk cash drawer as well as making nightly deposits to the bank