Client Management across all customer basesExecutive Assistant duties to owner of Elevate FinancialEstablishing networks and cultivating referralsConservation outreach, monitoring and reportingDeveloping and maintaining long-term relationships with clientsProviding financial solutions through fact gathering and needs analysesRunning illustrations and quotes on insurance policiesScheduling appointments, generating reports and inquriesMarketing Management: manage… Show more Client Management across all customer basesExecutive Assistant duties to owner of Elevate FinancialEstablishing networks and cultivating referralsConservation outreach, monitoring and reportingDeveloping and maintaining long-term relationships with clientsProviding financial solutions through fact gathering and needs analysesRunning illustrations and quotes on insurance policiesScheduling appointments, generating reports and inquriesMarketing Management: manage all social media, review and generate advertisement and articles in publicationsLicensing ResponsibilitiesFacilitate meeting reservations and remindersManage day-to-day calendars for employees and Monitor daily emailLicensed Notary Show less

Retention rate increased during great resignation and pandemic.Significant improvement saved the percentage of op risk errors during transitional phases and implementation of multiple areas of risk mitigation.Collaborated with internal business partners related to employee issues including performance, attendance, business conduct and workplace accommodations.Consistently exceeded individual branch performance goals to support overall financial institution goals.Effective… Show more Retention rate increased during great resignation and pandemic.Significant improvement saved the percentage of op risk errors during transitional phases and implementation of multiple areas of risk mitigation.Collaborated with internal business partners related to employee issues including performance, attendance, business conduct and workplace accommodations.Consistently exceeded individual branch performance goals to support overall financial institution goals.Effective Performance management of direct reports.Reduced complaint backlog through developing, implementing and training 750 employees in stop gap intake. Created Roadmap of Success for organizational positions (Team Manager, Team Lead and Customer Service Representative) for organization of 1700 peopleInitiated enterprise level mentorship guidelines across department levels.Seven months wealth management leadership experience. Show less

Manage a team of first and second level support team members in a fast paced highly demanded call center. Specializing in the area of Consumer Banking policies and procedures with the role and responsibility of supporting and serving our branch team members.

Provided policy and procedural guidance to branch team members. Handled escalations and trained new hires.

Managed 10-18 employees with varying levels of employment. Trained employees on equipment and sales.

Made purchase orders and planned media buys based on customer trends. Trained new hires in the service end of our business.

Accomplished in customer service, data organization and input, reporting and training.