Wealth Management Client Associate
Alpharetta, Georgia, United States
- Created a conditionally-formatted spreadsheet that generated buy, fair, and sell prices for the stocks in the team’s portfolios.
- Built content that was implemented nationwide to employees in Bank of America’s internship program.
- Optimized processes by identifying inefficiencies and implementing strategic solutions, resulting in increased productivity and improved overall team performance.
- Grew existing customer accounts through exceptional customer service and effective sales techniques.