Elizabeth Leone Email and Phone Number

Designed, created, and implemented training courses within Articulate for new hire employees from the ground-upVirtually trained new hire technical support employees to help support and troubleshoot products Created and maintained new hire agendas Built new hire activities to accompany training materials for a stronger retention and engagement Aligned learning and development practices with the goals of key stakeholdersDeveloped and implemented assessments to understand training and employee challengesCreated a Sharepoint site to be a central hub with new hire and existing employee job aids Coached and provided assistance to new hiresTrained the trainersWork with the vendor company to ensure new employees are performing at optimum efficiency

Facilitated in-person and virtual new hire training classes, and workshops for small to large classesIdentified training material and program weaknessesLed the revamp for the training materials and program to revitalize the training department Maintained documentation library for the department, consistently identifying gaps, reworking documents, and updating materialWork cross functionally with many teams in testing environments, prior to rolling out new systems and/or system advancements, for the department to identify areas of opportunityLed the creation, implementation, launch of a new internal department websitePrior to launching the website, gathered feedback from all associated parties including SMEs and upper management to make the necessary improvementsIdentified training gaps, overhauled the training processes, and created streamlined approaches for both new hires and established employees, to be more effective in their respective rolesMaintain department updates that need to be communicated department-wideServe as a point of contact for employees seeking guidance in certain topicsEstablished workflows to guarantee the successful implementations of all newer departmental processesChampion projects to ensure all deadlines are effectively metDeveloped virtual training program, processes, and procedures after COVID 19

• Travel consistently across the United States to train employees• Create and design new training materials, including training videos, to expedite onboarding, as well as, teach new employees about products and protocols • Helped set start dates and previously interviewed candidates for merchandising field positions• Facilitate conference calls, in-person training sessions, semi-annual group trainings, webinars, and new hire trainings to ensure all personnel have the knowledge and confidence to exceed in their positions• Evaluate personnel and training material to measure and improve the training process• Review, analyze, and create data driven reports to improve the training program• Implement change of communication in order to better train new employees• Develop and work on special projects for upper management• Deliver new information to employees through fun, effective, and engaging techniques • Work closely with IT department to refine processes and procedures for the company’s internal portals and app• Manage a wide range of job duties while prioritizing, organizing, and multitasking to ensure all tasks are completed with strong business results and by tight deadlines• Helped create a multi-functional department called the Retail Execution department from the ground up • Effectively manage visual data from 19 countries worldwide• Use problem solving skills to address business needs to meet and exceed client expectations• Quickly learn and adapt to changing duties with a positive demeanor • Continuously improve upon communication & listening skills while eagerly learning new skills• Take initiative to increase the opportunities contributing to the entire product development cycle• Attend meetings to understand business needs, learn outcomes, and objectives• Proactively put ideas into action and drive results in order to effectively manage teams globally

• Have a strong working knowledge of the financial industry, along with products and services offered• Developed and asked strategic questions across business platforms to monitor and track performances• Used technology to help clients manage day-to-to financial transactions such as placing trades via their online account, etc.• Effectively communicated with internal teams and clients• Remained passionate about improving clients’ financial situations by helping the client meet and achieve their goals• Built and deepened relationships between clients and the company, by engaging the client in conversations to better understand and suit their financial needs• Managed all Financial Advisors and staff’s paperwork ensuring total accuracy before submitting into internal channels • Identified opportunities to grow business relationships and worked to execute profitability within the investor center

• Passionately learned and taught clients about new technologies• Exceeded client experience goals • Consistently remained a leader for my location as a top producing sales consultant• Constantly aligned priorities with upper management and tracked performance• Provided clients with exceptional care and attention• Identified potential sales opportunities • Prioritized tasks, and diligently paid attention to detail• Maintained a professional demeanor in a fast paced environment• Proactively uncovered client needs to help recommend the best solution• Eagerly built strong client relationships and provided high value-adding services• Always stayed up to date with technology in an ever changing and advancing industry• Ensured superior client experience by addressing client concerns, demonstrating empathy, and resolving problems• Asked open-ended questions to assess client needs• Built genuine long-term client relationships and advised clients on purchases and promotions• Diligently stayed up to date with compliance policies

• Performed transactional and service needs at the front counter• Handled callers and clients ensuring a positive, long-lasting impression• Strengthened bank-client relationships while performing day-to-day duties• Satisfied clients in a fast paced environment, ensuring a friendly and inviting experience• Constantly worked as a team player to achieve our branch goals• Completed Sales training• Assisted customers with the latest apps, and online financial services updates• Consistently maintained compliance policies