Sara Reed, Nbc-Hwc Email & Phone Number

Asheville, NC, US

• Collaborate with clients making an action plan to help improve/manage current habits navigating them to meet their wellness goals successfully through behavior change.
• Lean on techniques such as motivational interviewing/SMART goals to empower clients in progressing towards the health/wellness changes they desire. Building on their self efficacy to set them up for long term success.
• Provide guidance to colleagues on more complex client conversations as well as inspire new approaches through sharing consistent educational information.

• Develop and maintain client relationships with critical/complexclients.
• Ensure that accounts are in compliance with government andbank policies.
• Field calls and evaluate client needs regarding commercialmortgage servicing.
• Act as a pre- and post-sales liaison exercising excellentrelationship management skills.

• Research, analyze, & maintain daily corporate actions that transpire on global stock exchanges.
• Monitor internet/company websites for anticipated corporate action events.
• Compile and analyze source documents including annual reports; quarterly filings; and IPO prospectuses for information related to revenue and shareholders.
• Assist in training all new hires relating to daily functions concerning mutual funds and dividends.

Wilmington, North Carolina Area

• Handled inbound and outbound customer calls concerning credit arrangements, bill inquiries and payment options for numerous companies.
• Consult with debtors to evaluate needs and determine best solutions to collect payments.
• Knowledge acquired included client management skills with the ability to perform multiple tasks at once. Retained strong oral and written communication skills with a proven track record to complete tasks during.