• Coordinate and manage weekly department meetings to review and vet business requests as per compliance procedures• Developed centralized format to redirect RFP opportunities into one streamlined and consolidated process• Instituted new RFP platform by organizing setup and finetuning key requirements prior to launch with 3-month timeframe• Established required architecture of RFP packages for 2 businesses, with 6+ harmonized elements aligning with the UBS brand• Launched strategic pilot group for targeted testing and enhancements with periodic conversations with 30+ pilot teams• Prepared formal launch and developed training/materials/educational sessions to facilitate transition for 500+ consultants• Managed and supervised all RFP business opportunities for the IC and RPCS programs, averaging 180 RFPs annually. Further corroborated firmwide with various business groups (Legal/Data/Security/Insurance/Diversity/BCM/Philanthropy/ Research/Government) to analyze custom RFP requirements and requests • Implemented review process for annual vetting of required Library content update as per new Compliance policies• Formed monthly follow-up process with personalized survey communications to promote business awareness for RFPs, with an average reach-out of 30 communications each month• Communicated weekly data statistics to key management with a $10M+ tracker highlighting significant items via email• Vendor manager for 3+ contract relationships, facilitating all contractual and Logistics updates, ensuring any SLAs are met

Responsibilities:• Assessed and delivered individualized assistance for advisors and clients/prospects through knowledge-driven recommendations and solutions that best suit the client and their business needs• Engaged in growth initiatives to stimulate interest in retirement plan business for• Coordinated third party award recognitions and acknowledgements by promoting participation from specialist advisors • Provided logistical support for internal firm-sponsored conferences as well as drive awareness and attendance• Audited internal credentials for 100+ financial advisors authorized to market themselves as retirement experts• Supervised 100+ firm-wide designated retirement specialists, including maintenance requirements of designees• Collaborated on efforts to restructure and reorganize department data more efficiently for 500+ contracts• Authored field communications regarding regulatory changes, industry trends, and department campaigns• Extended technical assistance for proprietary tools and products to advisors and internal staff

· Provide account services to clients by fulfilling accounts deposits, withdrawals, and loan payments· Issue traveler’s and cashier’s checks on demand· Complete special requests for, including safe-deposit box visits and procedures, account openings, foreign currency exchanges, processing orders for account check-books, provide statements and copies on demand, and service drive-through clientele· Log and record suspicious transactions in accordance with state and federal regulations· Cross-selling bank products and services, involving account openings, loan agreements, and credit card opportunities· Reconcile cash drawers and comply with all security measures for proper maintenance of currency· Offer technical assistance for online website experience and issues

· Fulfilling event orders such as invitations, favors, or other special orders/requests · Inputting sales manually into cash register and collecting different forms of payment · Opening, closing and preparing the store in a timely fashion before and after regular store hours (unlocking doors, turning on lights, turning off alarm) · Clearing out registers by counting money and credit card slips in cash registers upon store closing