Michael Bramley Email & Phone Number

Managed a team of 13-15 direct reports. This included a daily check of departmental controls over transactions, customer service, and direct contact for client service.

Managed Financial and Reputational Risk LOB Contact for Call Recordings and AdministrationClient contact for daily operations and research request Point of Contact for at-risk clients to support customer retention Facilitated and authorized high-risk/large dollar transactions Designed and implemented processing models with other departments to strengthen controls and efficiencyDirected a project team in charge of creating departmental structure and allocation of key job responsibilities

Developed and implemented a motivated team of 15-25 licensed associates who exceeded goals in retaining asset & accuracy in processingProvided assistance to clients with retirement planning strategiesWorked with other business units to create solutions and continually improve proceduresPerformed transactions in customer accounts, as well as provided research and resolutions to issuesHandled escalated situations and customer complaintsDaily work in an environment where documented research, accuracy, and timeliness were critical

I lead a team of 15-20 associates inn transaction processing, customer service and asset retention. This role included coaching associates, providing feedback and monitoring department metrics.