Jessie Hall Email & Phone Number

Scottsdale, AZ, US

Scottsdale, Arizona, United States

Phoenix, Arizona Area

• Manage Phoenix Office, overseeing all production and quality, prioritizing operations and analyzing situations to maximize efficiency, actuate continuous process improvement, and exceed expectations.
• Sole point of contact during pandemic, coordinating “work-from-home” initiative (yet in the office 2X per week) while directing physical office relocation in January 2021 with no service interruptions.
• Maintain full compliance with industry regulations and “Know Your Client” bank guidelines, mitigating and protecting bank against credit, legal, documentation, reputational, and other risks.As a trusted partner, act as.
• Participate in design of comprehensive plans / strategies for clients in partnership with specialized team, combining advanced investment and risk management strategies to realize clients’ long-term investment goals.
• Closely support bankers / guide and mentor analysts 1:1, leading by example to create seamless client experience along a path of sustainable investing to deepen relationships and surpass all expectations.
• Recognized as lead in North America (NAM) for utilization and support of innovative initiatives for electronic account onboarding and continue as trainer and subject matter expert (SME).Book of Business - YTD total.

Phoenix, AZ

• Managed and deepened relationships with more than 100 affluent client portfolios with minimum $3MM up to and exceeding $1B in investable assets to deliver services and solutions that helped build, protect, and manage.
• Collaborated with team of specialized advisors in areas of investments, trust and estates, customized credit and banking focused on achieving clients’ financial goals.- Additionally partnered with all areas of bank and.
• As central point of contact for clients, maintained optimal communication to accommodate constantly changing and evolving needs / requirements.
• Fostered clients’ trusted referrals to develop new relationships, serving as trusted partner fully dedicated to success through each client’s lifelong financial journey.
• Achieved target goals year-over year and earned above-average ratings in annual client surveys.

Phoenix, Arizona

• Supported team of 5 advisors in client relationship management, interfacing with customers to meet financial needs and enhance the client experience while striving always to elevate teams’ efficiency and level of.
• Strengthened and maintained vitalized sales culture, driving revenue through optimal client service, executed flawlessly to ensure total customer satisfaction.
• Forged strong and productive referral base, collaborating with appropriate business partners to develop strategic new-money client relationships and build pipelines as large as $20MM.
• Promoted from Card Services.