Sarah Maxwell Email & Phone Number

Nashville, Tn, Us

Brentwood, Tennessee, United States

• Manage and coach a team of staff that handle the administrative side of the practice• Create and update systems for processing new business, client service and client communications• Track advisor productivity and progress towards goals• Create, update and run practice financial reports• Create and run new client onboarding system (monday.com)• Create and run new advisor onboarding system• Oversee systems on current and future client touchpoints such as newsletters, birthday cards and client appreciation events • Be the go-to resource between advisors and firm resources in finance, marketing and other so they are directed to the right place for their needs • Cross trained in planning, investments and insurance processing for training and backup support• Cross trained in all aspects of the practice administrative functions and can perform the duties proficiently if needed• Update workflows and systems as needed to increase efficiency of advisors and the operations team* Create necessary positions as the need becomes available and write out job descriptions and KPIs* Reported on KPIs with employees in quarterly and annual reviews to track progress* Created a career path for those in the operational and client facing roles* Implemented monday.com across the entire practice to use as ticketing system, and progress tracker on tasks

Greater Nashville Area, Tn

• Liaising on the client service team for Corporate Ops and custodians• Working with new client relationships to facilitate account openingand asset transfers. Reviewing existing assets for transfer costs andproblem assets. Requires a good knowledge of client expectations andfamily dynamics for bill paying and distribution requests• Acting as the primary contact for third parties to coordinate client’s tax,estate and personal issues (CPAs, attorneys, insurance agents andother vendors)• Managing all RMD payments• Coordinating tax reporting and tax payments. Monitoring oice log toensure all trust returns are processed• Completing the account opening paperwork for all new accounts• Processing all stock gifts and asset transfers out• Gathering, maintaining and providing necessary documentation forcompliance and audit purposes

Nashville, Tn

Ensure that policies and procedures concerning disbursements and deposits are followed.Tax filing coordination (prepare, process, log and track tax filings and payments for clients)Administer any account/client changesReview and verify all daily account transactionsManager and oversee special disbursement processes for specific annuitants & retirement plan participantsSupport account managers in opening/closing accounts Preparing paperwork for alternative investments

Nashville, Tennessee

West End Ave, Nashville, Tn

Actively market bank products and services to customers within the branchSchedule prospect appointments either through initial contact or through follow up phone calls Organize work place evens to attract new business Close sales by engaging prospects in new or enhanced banking relationships Demonstrate solid working knowledge of bank products, services, policies and procedures Identify cross-selling opportunities through customer profiling and needs assessments, then refer customers to appropriate areas within the Bank or to other Synovus companies to optimize their financial relationship Open and process new demand and time deposit accounts including passbook accounts, IRAs, certificates of deposit, and money market accounts Issue counter checks, perform changes of address, redeem savings bonds, conducts money transfers, provide access to safe deposit boxes, receive loan payments and sell/ buy foreign currencyMonitor account files and update customers upon maturity of fixed, time-based instruments Provide consumer and small business customers with information on deposit accounts, rates, service charges, restrictions and other relevant account information Following established procedures for new checking accounts, obtain and complete appropriate documentation, orders checks and debit cards and provide starter checks Promote products and and/or services to existing branch customers as appropriateResponsible for achieving threshold monthly sales goals Perform Teller credit and debit transactions as needed Work with branch management and Tellers to ensure appropriate lobby managementSynovus Certified Teller Mentor

West End Ave, Nashville, Tn

Customer service satisfactionResponsible for balancing the vaultEnsuring that we remain compliant in all operational aspects at the branch levelCreated a more efficient filing system that is being infiltrated in all branches Promote current products to customers Keep accurate records of cashIn charge of monthly branch cash auditsMaintain standards set by bank regulations

Hopkinsvillle, Ky

Uses consultative selling techniques, analyzes and provides solutions for clients' financial needsMakes sales referrals to specialized areas of the Bank based on customer needsProactively seeks out current and potential clients for sales and customer service opportunities through calling activities and use of marketing resourcesWorks with banking office team members to achieve individual and banking office sales goals by opening new accounts, taking loan applications and closing loansResearches customer inquiries and provides resolutions within Bank guidelinesResponsible for maintaining up-to-date knowledge of products, services, technology, and regulationsComplies with internal security policies and procedures and maintains customer confidentiality at all timesMaintains records, reports, and procedures required by the officePersonalizes each customer interaction while accurately processing banking transactions, including balancing daily