Erin Compton Email & Phone Number

United States

San Diego, California, United States

• Assist Financial Advisers with documentation preparation and filing• Updating prospect and client data records • Ensure paperwork is prepared and provided for all client meetings• Liaison between Financial Advisers and client’s investment organizations• Monitor client accounts• Prepare shipping labels and ship client paperwork• Respond to client inquiries• Maintain Financial Advisers website and social media accounts• Perform market trades for client investments• Maintain retention documents • Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service • Perform follow-up responsibilities

· Maintain up to date branch documentation and insure organization· Manage inventory, ordering, and stocking of office supplies · Make and coordinate branch schedule· Plan and execute daily morning meeting with team· Attend monthly meetings for updates on polices to share with the branch · Maintain branch cleanliness · Greet each customer with a warm welcome and make them comfortable · Create and print shipping labels for FedEx and UPS shipments · Train team members on banking and security policies and procedures · Administer cash limits to team members and ensure they adhere to limits· Assign monthly control tasks· Perform weekly observations on tellers to assess performance· Manage vault inventory, ordering and stocking of cash· Lead team member to support one another with assisting customers· Accept and file legal orders· Approve domestic and international wire transfers

· Perform monthly visits to numerous branches to evaluate customer experience· Attend monthly meeting to assess survey ratings and areas for improvements · Direct team huddles to inform team member of operational changes · Build team strategy documents to improve customer service· Seek for customer feedback for exceptional customer service · Manage branch documents for organization and insure they are current· Perform monthly checks on equipment to insure they are in working condition · Coordinate branch monthly team builds to boost team moral· Assemble weekly team recognition emails for my branch · Lead team member to support one another with assisting customers

· Front end manager (cashiers, Starbucks, café, cart attendants, guest service)· Create schedule for front end team member· Coach team members to promote development and personal growth· Maintain the flow of the checkout lanes ensuring guests are helped in a timely manner· Drive sales and guest loyalty programs · First responding manager for any vender, team member, and customer

Greater San Diego Area

· Lead team member trainer · Assist team members in using new technologies · Maintain and repair equipment· Manage guest returns and payments· Maintain ad rotation in the front entrance· Drive customer loyalty programs· Maintain and repair photo kiosks and printers· Train team members on the use of photo technology · Inventory responsibilities for photo supplies

Bachelor'S Degree, Applied Communication

Activities and Societies: Cum Laude, Lambda Pi Eta (Communication Honors), National Society of Collegiate Scholars (NSCS), The National.

Minor, Philosophy

Activities and Societies: Cum LaudeFocused on critical thinking and logic, epistemology, and social ethics

Associate Of Arts - Aa, Mass Communication/Media Studies