Maya Nelson Email & Phone Number

• Supported the Financial Advisor by assessing clients' immediate service needs when the Financial Advisor was out of the office and ensured the client's requests were completed on time.• Developed meaningful relationships with clients as I prepared them for upcoming appointments and gathered the information needed to strengthen the client's portfolio.• Delivered exceptional personalized service by actively listening to clients’ situations and collaborating with the Financial Advisor to address their needs, inquiries, and concerns. • Worked in 6 different offices within the first 2 months of being fully trained and sought feedback to ensure I performed sufficient work within their office.

Mankato, Minnesota, United States

Student Executive Team is a group of highly driven student leaders who collaborate to make improvements to the College of Business.Activities Include:• Weekly meetings with all team members that involve brainstorming ideas to better engage students' involvement on campus and enhance their educational experience at MSU.• Organize events with surrounding high schools that allow us to educate high school students on the many different career paths within the business industry. • Arrange opportunities for college students to further develop their personal and professional skills by organizing events such as our Leadership Summit.

North Mankato, Minnesota, United States

• Analyzed member accounts and proposed tailored financial products, ensuring optimal benefits for the members' financial well-being.• Resolved member issues, questions, and concerns, and assisted members in opening new accounts, performed account transactions, issued instant debit cards, referred members to different products, and online banking.• Took initiative to acquire advanced training to improve skills and to better assist our members. • Trusted by the service manager to train a new Student Member Advisor after only 1 year of work.