Pamela Karbon Email & Phone Number

United States

United States

Provide an exceptional support experience to all Wealth Users and Wealth clients. Develop strong relationships with Wealth Users, BNYM Pershing’s Client Service Team and JFG operational areas to provide timely and accurate responses to Wealth User questions, issues and problems. Develop and maintain a strong knowledge of investment products and client account registration types in order to provide support for each inquiry or request for support. Act as a consultant to Wealth Users… Show more Provide an exceptional support experience to all Wealth Users and Wealth clients. Develop strong relationships with Wealth Users, BNYM Pershing’s Client Service Team and JFG operational areas to provide timely and accurate responses to Wealth User questions, issues and problems. Develop and maintain a strong knowledge of investment products and client account registration types in order to provide support for each inquiry or request for support. Act as a consultant to Wealth Users by gaining a thorough understanding of a Wealth User’s need/problem, answering questions, analyzing the issues, and formulating a solution to the need or problem, and if necessary, escalating the issue internally or with Pershing as appropriate. Provide Wealth Users with best practices for efficient and effective methods of utilizing the platform tools and following operational processes as required. Facilitate high value transactions or client issues requiring special handling internally or with BNYM Pershing’s Service Team to create a superior client service experience for advisors and end clients. Consult with topical subject matter experts (SMEs) to resolve or escalate issues or problems. Document, update, and communicate status on issues per issue tracking procedures. Manage open assigned issues to conclusion. Subject matter expert in the use of the Wealth application suite of technologies (NetX360, Proposal Tool, Client Onboarding, Tamarac Reporting, CRM), JFG Wealth products and policies.Knowledgeable of industry trends and changes in JFG processes and procedures. Participate in advisory/professional groups, forums, and conferences. Lead corporate projects to ensure understanding and provide insight on client impact.Provide leadership and training while implementing processes, procedures, and training to standardize financial accounts. Show less

Green Bay, Wisconsin, United States

Advise consumer and small business clients in their selection of deposit accounts, loans and other products and financial services.Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recommending appropriate financial solutions to each client’s unique situation.Utilize and embrace new technology to enhance… Show more Advise consumer and small business clients in their selection of deposit accounts, loans and other products and financial services.Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recommending appropriate financial solutions to each client’s unique situation.Utilize and embrace new technology to enhance the client experience.Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress.Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. Partner with branch team to remain familiar with competitor products, services and pricing; understand and use techniques with clients to compare and contrast JFG products and services.Adhere to established operational procedures and controls for security and safety policies.Project lead to develop and implement processes to open accounts efficiently. Resolving complex financial situations and forecasting financial stability for clients.Creating financial legacy. Show less

Green Bay, Wisconsin Metropolitan Area

Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share and retain and grow existing portfolios. Working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, to existing client base and to prospective customers.Ensure the portfolio… Show more Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share and retain and grow existing portfolios. Working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, to existing client base and to prospective customers.Ensure the portfolio administration and risk management of each client relationship is in compliance.Provides financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources.Engage in financial planning and legacy planning to develop wealth with all clients. Report on specific loans and participate in the bank’s loan approval process, recommending approval and appropriate structure of credits.Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community.Expert of all government regulations and maintain the registration requirements as directed by the S.A.F.E. Act (NMLS). Show less

Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share and retain and grow existing portfolios.Client and prospect calling activity, to help create awareness of what Associate Bank has to offer.Working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private… Show more Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share and retain and grow existing portfolios.Client and prospect calling activity, to help create awareness of what Associate Bank has to offer.Working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, Retail Bank-at-work, to existing client base and to prospective customers.Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines.Provides financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources.Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Exceeding and achieving individual and branch team goals.Expert of all government regulations and maintain the registration requirements as directed by the S.A.F.E. Act (NMLS). Show less

Collaborate with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.As a lobby leader, assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meet customer transaction-based needs with seamless execution.Review customer profiles and engage customers in a needs-based conversation to identify potential… Show more Collaborate with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.As a lobby leader, assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meet customer transaction-based needs with seamless execution.Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contribute to meeting branch business results and the customer experience.Support operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Act as a key member of a collaborative and versatile branch and market team.Probe to understand customer personal banking and credit card needs and integrate marketing promotions and program into customer conversations to provide strategic advice.Take the initiative to find creative approaches that make each customer’s experience feel personal.Look for ways to contribute to the ongoing improvement of the overall branch customer experience.Contribute to business results and the overall experience delivered in the branch.Up to date with the wider financial services marketplace, the legal and regulatory environment, and commitment to uphold the highest ethical requirements of our industry.Complete complex & diverse tasks within given rules/limits.Analyze issues and determines next steps; escalates as required. Show less

Oversee cashiers, baggers, and other employees within the checkout area of a store to ensure that excellent customer service is provided to customers. Responsible for resolving customers' questions and concerns. Responsible for training, motivating, and leading a team to victory.Demonstrate a high level of integrity at all times, responded to operational concerns of all associates and remain focused on store specific business objectives, while supporting key operational… Show more Oversee cashiers, baggers, and other employees within the checkout area of a store to ensure that excellent customer service is provided to customers. Responsible for resolving customers' questions and concerns. Responsible for training, motivating, and leading a team to victory.Demonstrate a high level of integrity at all times, responded to operational concerns of all associates and remain focused on store specific business objectives, while supporting key operational responsibilities.Marketing and teaching The Do-It-Herself Workshops, which is now implemented in our region and throughout the company.Involved with hiring new associates and reviews.Working with vendors and cost teams to monitor Inventory and while keep our store costs down. Show less

Bachelor Of Arts (Ba), Business Management And Marketing, 4.0

Graduated with Summa Cum Laude (Highest Honors) GPA: 4.0

Associate Of Arts (Aa), Business Administration And Management, General