Nina Ward Email & Phone Number

Virginia Beach, Va, Us

Hampton Roads, Virginia Metropolitan Area

Virginia Beach, Virginia, United States

Norfolk, Virginia Area

Handle the full-cycle “day-to-day” wealth and private banking clientele relationships oversite, process operations, account documentations and banking transactions totally over $5M annually. Ensure that all fiscal accountability methods exceed the highest standards which built the trust factor with an exclusive and influential client base. Key player in the processing of loan requests totally $5M during my tenure. SELECTED ACHIEVEMENTS: • Analyze and processed over 50K… Show more Handle the full-cycle “day-to-day” wealth and private banking clientele relationships oversite, process operations, account documentations and banking transactions totally over $5M annually. Ensure that all fiscal accountability methods exceed the highest standards which built the trust factor with an exclusive and influential client base. Key player in the processing of loan requests totally $5M during my tenure. SELECTED ACHIEVEMENTS: • Analyze and processed over 50K documents verifying income, assets, taxes, collateral, and insurables. • Deliver an uncommon level of customer support for clients with portfolios from $250K to over $2M. • Sought after to resolve complicated issues, appointments and supported over 5K deal closing efforts. Show less

Norfolk, Virginia Area

Performed full-cycle duties as key client support lead for over 50 high-demand clients to ensure all wealth management goals and transactions were settled. Cultivated relationships with over 30 colleagues in various departments to ensure clients unique satisfaction. Advocated for wealth management clients and ensured their high-performance needs were met.

Norfolk, Virginia Area

Solved complex client problems, handled financial inquiries and maintained over 100 client accounts. Participated in more than 100 support team meetings, debriefs, sales meetings and service training events.

Norfolk, Virginia Area

Synced with high-performance sales team by referring over 20 qualified clients for next-level products or services. Employed BB&T supported sales techniques and serviced over 50 new accounts and cross sale of BB&T financial products. Developed existing clients and acquired 50 new clients via 1:1 relationship building face-to-face or by telephone.

Norfolk, Virginia Area

Provided direct customer, banking and financial services for over 5000 clients and handled more than $10K per day in financial transactions. Appointed and acted as Teller Advisor and Vault Custodian and ensured security and financial integrity of $250K+ per day. Trained more than 20 junior tellers on financial transactions and professional duties.

Certificate, Principle Of Estate Planning & Estate Taxation

Attended, Libral Arts

Education record