Kristy Kollner, Mba Email & Phone Number

Chicago, Il, Us

New Orleans, Louisiana, United States

Schaumburg, Illinois

- Redefined incentive program parameters based off of data analysis to ensure optimal ROI for incentive programs.- Led program effectiveness analysis, to ensure maximum return on incentive budget spend for each client in accordance with the goals.- Progressively managed a client account list of 60 different accounts with three of them being Fortune 500 companies.- Designed reporting and audit analysis methodology for each client as per client needs.- Assumed responsibilities of Director of Client Services while she was on maternity leave, simultaneously managing daily work load and a staff of 6.- Created financial statements and footnotes for audit opinion.- Demonstrated and acquired professional and subject matter expertise.- Provided strategic advice and real-time analytics to key stakeholder to facilitate executive decision making.

- Collaborated with the sales team to identify business concerns by conceptualizing and presenting strategic solutions aligned with customer needs. - Streamlined communication with product management, engineering, services, marketing, and support teams to generate valuable input on shared experiences.- Redefined project success criteria by liaising with key stakeholders to identify the requirements and objectives.

Greater Chicago Area

- Provided tailored financial management, investment, and taxation advisory services to a variety of individual clients.- Developed and maintained individual client relationships to drive value to each customer.- Met client investment objectives, analyzed, and evaluated portfolios by recommending investment solutions.

Schaumburg, Illinois

- Managed a team of seven Customer Service Representatives.- Performed beta tests, and provided quality assurance and support, on all software development and rollouts to ensure client functionality and satisfaction.- Provided audit support and reporting to largest client accounts. This included US, Canada, Latin America, and EMEA location divisions.- Developed and implemented policies and procedures for each program with a focus on the customer experience and efficiency improvement.

Greater Chicago Area

- Provided high-level financial and banking support for both business and high net worth clients.- Led the Retail Resource Group responsible for training and development of Bankers across 15 locations. - Member of the Digital Expert Group responsible for implementation of new electronic banking features (e.g. Online Billpay, PeoplePay). - Provided training, and supported internal teams, and clients, of the charter banks.- Worked as part of the on boarding team during acquisitions of other banks. This included system integration, policy development, and employee on-boarding.- Corrected and redefined policy and procedure adherence to create a customer satisfaction focused culture at each location.

Greater Chicago Area

- Responsible for daily balancing.- Responsible for overrides and making supervisor decisions.- Flawless balancing record- Trainer on teller system and procedures.

Multiple Locations

- Started off as a teller, quickly promoted to a convenience banker.- Learned multiple systems and roles that aided in handling future banking roles.

Master Of Business Administration - Mba, Business Administration And Management, Finance

Graduate Certificate, Finance, General

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General