Dynamic project manager with a history of executing projects to deliver tangible business results.Masters in organizational agility, technical prowess, and adept communication to pivot and respond to changing landscapes while prioritizing outcomes.Exhibits exceptional personal time management skills and an unwavering focus on advancing progress.Proficiently guides, directs, and inspires teams within an empowering atmosphere to realize organizational objectives and drive impactful outcomes.Cultivated and maintained relationships with multiple business partners, adeptly balancing competing priorities while ensuring transparent communication and professionalism throughout interactions.

I serve as an expert on banking products and services as well as provide technical assistance and problem resolution to clients. This position requires the flexibility to troubleshoot issues and research solutions while simultaneously providing help and guidance with financial transactions, building loyalty and deepening relationships with clients, one interaction at a time.▪ Resolved client concerns by using technology and business experts within Schwab to identify efficient and effective solutions across 15 different business systems. ▪ Promoted to a team Point of Contact and Supervisor and as a result managed client escalations, completed management reports, and provided knowledge and expertise within the department. ▪ Focused on using strong communication skills and emotional intelligence to address complex subjects and convey positive solutions in a calm and professional way.▪ Created multiple department initiatives to improve efficiency with client authentication, team engagement, and quarterly statistical achievement. ▪ Delegated as an On the Job Learning Facilitator supporting the Employee Development Manager in department training programs for new hire groups of 6-12 people. ▪ Achieved a 92.11 Key Attribute Score from client surveys and the second highest Overall Satisfaction Score on the team at 93.27

▪ Fostered customer relationships with strict CRM processes starting from the beginning stages of inquiry to long term, loyal customers on issues ranging from daily operations, management of customer account financing, and solved individual conflicts▪ Increased new enrollments by 95% within one year, while managing projects such as training programs, production of visual marketing materials, and goal tracking.

Sales Lead, 2013 •Worked with the Store Manager to oversee the daily operations of a retail sales floor overseeing: customer flow, staff workflow, business and financial transactions to maximize sales and customer satisfaction. Sales Associate, 2012 •Provided customer care, transactions, and maintained store appearance