Leigh Pell Email & Phone Number

Reston, Virginia, United States

Responsible for driving the banking execution strategy within Merrill Lynch with her team of 27 Wealth Management Banking Specialists. Additionally, providing support to the Merrill team with education, engagement and fulfillment of banking product solutions to improve the financial lives of our clients and drive a world class experience.

Washington D.C. Metro Area

Washington D.C. Metro Area

Washington D.C. Metro Area

Successfully manage a team of 18 associates, exceeding sales goals and operational excellence for largest banking center in Northern VirginiaProvide superior leadership by effectively managing associates, providing consistent coaching to ensure associate development and banking center successSuccessfully manage all aspects of the banking center including sales, operations, and staffing delivering resultsExcellent multi-tasking and prioritizing skills

Developed strong sales skills and customer relations aptitude by highlighting product features and benefitsProvide superior customer service by effectively managing customer accounts and recommending appropriate productsAssist management with operational excellence and complianceMarketing Champion for Banking Center

Analyze investment opportunities and client needs, and recommend appropriate strategies. Build client relationships based upon developing strategies to their financial goalsMarket and sell appropriate investment products, financial and wealth management services / products to clientsDevelop and cultivate client base; prospect and service clients businessPrepare and deliver presentations / seminars to clients and prospectsSeries 6, 63 Licensed. Life, Health, Accident & Sickness Insurance, LTC Licensed

Manage assigned accounts for special requirements, backorders, and purchase histories providing in depth analysis for National Account ManagersGenerate and analyze sales and order information, charting and logging any noted trends in the marketplaceCreate and coordinate the distribution of customer correspondence regarding customer cancellations, NDC changes, pricing confirmations, updated or modified forecast letters, new product information, price notifications, and product discontinuationsService the corporate customer base by coordinating with Accounting, Information Systems, Forecasting, Master Planning, Pricing & Contracts, and the Distribution Center to ensure the accurate and efficient shipment of both manual and EDI purchase ordersResearch and resolve shipping, customer placement, and order entry discrepancies, as well as, any reported damages

Coordinated and developed corporate training programs for multi-state start-up organization, to include: Teller training, Customer Service Representative training, Leadership training, and Compliance trainingResponsible for the successful implementation of corporate training initiativesAssessed employee training and development needs and created training programs based on workforce analysisDeveloped strong working relationships with senior management to garner support of corporate training program and to establish training needs assessments by department

Managed all aspects of commercial banking transactions for accountholdersMaintained shareholder information and assisted in the preparation and distribution of documentation related to annual stock dividend grants and private offeringsAssisted Corporate Secretary in maintaining appropriate documentation for fiscal meetings, and ensuring statutory compliance with relation to shareholder informationMaintained proper tracking procedures for shareholder information

Completed Designated Mortgage Lending School and ExamAssisted primary lender with preparation, analyzation and verification of mortgage loan applications to purchase real estate or to refinance an existing mortgageAttracts new mortgage loan applications by developing relationships within the community, specifically with the real estate community; making sales calls to prospective customersProtects bank's image by keeping mortgage loan information confidentialCorresponded with underwriting regarding approving mortgage loans by examining applications and supporting documentation, estimating credit-worthiness and calculating repayment risk.Updated job knowledge by participating in education opportunities, maintaining personal networks, and participating in professional organizationsProficient in Morvision

Managed fundamental operations of branchResponsible for developing positive customer relationships and training staff to ensure superior customer service was delivered with every customer transactionDemonstrated leadership qualities in providing support to aid in employee skill development

Provided superior customer service by effectively managing customer accounts and maximizing profitability for the CompanyDemonstrated mastery of managing multiple tasks simultaneouslyDeveloped strong sales skills and customer relations aptitude

Bachelor Of Arts, Communication Studies; Interpersonal Communication

Activities and Societies: Dean's ListSwimming and Diving Team 1999 - 2003

Masters Of Business Administration (Mba), Business