Jennifer Styers Email & Phone Number

Remote

• Support one Financial Advisor with operational and administrative management for $136 Million in Assets Under Management / Book of Business• Manage over 700 client-facing accounts, providing best in class customer support to all client inquiries and requests• Coordinate and collaborate with key stakeholders, both internal and external, ensuring effective management of all expectations and requirements in addition to addressing escalations and appropriate action items• Develop department processes and procedures• Organize quarterly training opportunities for Branch Managers and staff in addition to interdepartmental staff• Leverage available technology to coordinate and communicate with clients during this unprecedented situation of COVID-19• Maintain superior records management of all client related documents in addition to communication between clients and stakeholders

Chesapeake, Virginia, United States

• Analyzed, researched, and resolved problems and discrepancies related to member accounts/loans• Assisted members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications• Counseled current and prospective members about Navy Federal's products and services• Ensured cash and other negotiable instruments were handled properly• Identified opportunities to cross service products and increase product penetration• Performed platform-banking functions• Understood and complied with federal and other regulations relating to financial products and services• Assisted with Branch Office vault opening, closing and balancing procedures• Served as a Branch Office and ATM vault custodian

Pensacola, Florida Area

• Planned and designed courses and curricula; ensured accuracy of content and test multimedia elements • Conducted needs assessment from business unit management to provide customized training or individual guidance to improve and develop performance • Created reference and support tools that reinforced training • Developed and enhanced training content to ensure that learning objectives met training requirements • Facilitated classroom interactions to ensure optimum engagement levels from participants• Identified and recommended new and novel training approaches and modalities• Planned, coordinated, managed & delivered (technical, soft skill, skill builder and/or member service) training programs; may also include ad hoc training• Responded to and resolve training related issues and inquiries • Tracked, measured, evaluated, analyzed, and provided feedback on the effectiveness of training programs and trainee performance to ensure learning objectives are achieved • Trained employees on the concepts, products, policies, procedures and equipment used in the position• Conducted research and analysis of requirements and processes • Identified and developed recommendations for business process improvement • Measured, developed, mentored and counseled trainees• Served as subject matter expert regarding business functions, systems, policies and/or procedures

• Analyzed, researched, and resolved problems and discrepancies related to member accounts/loans• Assisted members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications• Counseled current and prospective members about Navy Federal's products and services• Ensured cash and other negotiable instruments were handled properly• Identified opportunities to cross service products and increase product penetration• Performed platform-banking functions• Understood and complied with federal and other regulations relating to financial products and services