Vanessa Mckellar

Vanessa Mckellar Email and Phone Number

Wealth Management Client Care and Quality Assurance Analyst @ Bank of America Merrill Lynch
Parkton, NC, US
Vanessa Mckellar's Location
Parkton, North Carolina, United States, United States
Vanessa Mckellar's Contact Details

Vanessa Mckellar personal email

n/a
About Vanessa Mckellar

I was born and raised in Princeton, NJ and went to Centenary University (graduated 2016). After a long 27-year relationship, I finally decided to break up with NJ and move to NC. Although a Northerner at heart, I am a nature fanatic and have been obsessed with the South and its warmer weather. Both my personal life and professional experiences have taught me the following about myself:- I crave education. I am constantly looking to learn and grow because I despise feeling stagnant. I enjoy meeting new people and hearing new perspectives, continuously seeking and soaking in information. - I am a leader. I am competitive and love to win but leading a team of people to a win brings me greater joy. Motivating others is a passion of mine. - I seek efficiency. I am forever adapting my processes to become the most efficient person I can be. Organization is the key to my life, and I wouldn't be me without having a 'to do' list and a planner by my side always. - I love discovering solutions to problems. I heavily believe in calibration, re-aligning and growth. Problems can always be fixed, and any process can be improved with a little open-mindedness and a detailed plan. - I am an analyst at heart. My mind is constantly observing people, routines, processes, etc. Obsessing over business modules to create a more positive outcome for all people involved puts the biggest smile on my face. Specialties: Creative Thinking. Product Analytics. Training. Quick Learner. Problem Solving. Management. Communication. White Glove Client Treatment. Sales. Operation Management. Please feel free to connect with me via LinkedIn. I'm always looking forward to an insightful conversation!

Vanessa Mckellar's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Wealth Management Client Care and Quality Assurance Analyst
Parkton, NC, US
Website:
bofaml.com
Employees:
16981
Vanessa Mckellar Work Experience Details
  • Bank Of America Merrill Lynch
    Wealth Management Client Care And Quality Assurance Analyst
    Bank Of America Merrill Lynch
    Parkton, Nc, Us
  • Bank Of America Merrill Lynch
    Wealth Management Client Care & Quality Assurance Analyst
    Bank Of America Merrill Lynch Jun 2019 - Present
    Remote
    · Listen to a predetermined number of calls per associate per month.· Identify and report out to senior management on regulatory and client treatment trends.· Limit risk exposure through consistent call listening and careful observation.· Ensure compliance with call management procedures by assessing representative’s knowledge of all policies andprocedures, and their ability to provide exceptional client care.
  • Bank Of America Merrill Lynch
    Wealth Management Fraud & Claims Team Lead
    Bank Of America Merrill Lynch Feb 2019 - Jun 2019
    - Responsible for driving quality, risk and efficiency metrics for 26 front office agents. - Review quality scores and provide real-time coaching to reduce risk failures and increase white glove service.- Oversee the current Escalation Specialists’ duties and measure accuracy and quality of their casework.- Assist Workforce to optimize staffing in order to maintain service level goals. - Entered all agent schedule deviations to ensure accurate timekeeping.- Created PowerPoint decks for team meetings and highlighted all procedure updates for our sector.
  • Bank Of America Merrill Lynch
    Wealth Management Escalation Specialist
    Bank Of America Merrill Lynch Jun 2018 - Feb 2019
    - Maintained a strong working relationship with the Research and Recovery Team to assist with completion of escalated matters that required immediate corrective action for the client.- Leveraged by US Trust, PBIG, WMCS, WMBS, CSA and the Executive Response Team to review, investigate, and follow-up with a remedy for any escalated matters. - Primary contact for all supervisor interactions for over 50 agents across multiple sites.
  • Bank Of America Merrill Lynch
    Wealth Management Fraud & Claims Representative
    Bank Of America Merrill Lynch Jun 2017 - Jun 2018
    Pennington, New Jersey
    - Handle incoming client and branch office calls utilizing professional telephone and problem solving skills. - Assist clients and internal partners with banking claim inquires, initiation, and updates for both fraud and non-fraud scenarios. - Minimize fraud and financial loss by blocking and reissuing client material ( i.e. cards, checks). - Consistently meet or exceed expectations for performance metrics and quality standards.- First WCLS agent to reach the ‘Career Progression Model’ for consistently exceeding metric goals.- Awarded ‘Employee of the Month’ - April and May of 2018 and ‘Team Player of the Month’ June of 2018.
  • Td
    Bank Teller
    Td Jul 2016 - May 2017
    Clinton New Jersey
    - Processed standard teller transactions for clients’ accounts and set attainable goals to meet their financial needs. - Earned “LEI Queen” award for receiving over 20 perfect shop scores in just two months. - Performed daily audits for teller drawers, book keeping and multiple vaults exceeding $250,000.
  • Centenary University
    Note-Taker
    Centenary University Aug 2012 - Aug 2016
    Hackettstown
    • Selected by AFC Professor in confidence that I would guard any confidential information• Record notes within assigned classes for students with disabilities• Document lectures, presentations, and group deliberation
  • Centenary College
    Student
    Centenary College Aug 2012 - May 2016
    Hackettstown
  • Walmart
    Customer Service Manager
    Walmart May 2015 - May 2016
  • Powerzone Volleyball Inc.
    Front Desk Manager
    Powerzone Volleyball Inc. May 2014 - May 2016
    Denville New Jersey
  • Boston Market
    Shift Manager
    Boston Market Dec 2013 - Oct 2014
    Flemington, New Jersey
    Promote the culture, values and mission of Boston Market. Keep store operating to standard and to set a positive example for the shift team. Anticipate customers and store needs by constantly evaluating the environment and customers level of satisfaction. Assist with new partner training while providing feedback to store manager on partner performance during shift.
  • Boston Market
    Carver
    Boston Market May 2013 - Oct 2014
    Flemington
    • Cook/carve food served• Demonstrate cleanliness and food safety • Actively multitask
  • Walgreens
    Beauty Advisor
    Walgreens Aug 2009 - Sep 2011
    Flemington
    • Assembled totes from shipment truck• Assembled tables for suggestive sale items• Exceeded monthly sales quota for “products of the month”• Customer service • Worked with the registers and handled money • Maintenance

Vanessa Mckellar Skills

Sports Customer Service Public Speaking Marketing Coaching Event Planning Communication Volunteering Volleyball Microsoft Excel Time Management Teamwork Social Media Cashiering Cash Register Creative Writing Website Development Note Taking Competitive Oral And Written Communication Skills

Vanessa Mckellar Education Details

Frequently Asked Questions about Vanessa Mckellar

What company does Vanessa Mckellar work for?

Vanessa Mckellar works for Bank Of America Merrill Lynch

What is Vanessa Mckellar's role at the current company?

Vanessa Mckellar's current role is Wealth Management Client Care and Quality Assurance Analyst.

What is Vanessa Mckellar's email address?

Vanessa Mckellar's email address is mc****@****ege.edu

What schools did Vanessa Mckellar attend?

Vanessa Mckellar attended Centenary University, North Hunterdon High School.

What are some of Vanessa Mckellar's interests?

Vanessa Mckellar has interest in Volleyball, Children, Coaching, Sports Event Planning, Education, Sports Marketing, Poverty Alleviation, Disaster And Humanitarian Relief, Sports Law, Human Rights.

What skills is Vanessa Mckellar known for?

Vanessa Mckellar has skills like Sports, Customer Service, Public Speaking, Marketing, Coaching, Event Planning, Communication, Volunteering, Volleyball, Microsoft Excel, Time Management, Teamwork.

Who are Vanessa Mckellar's colleagues?

Vanessa Mckellar's colleagues are Judith Sagols, Joshua Lim, Judi Cyr, Nick Robinson, Suman Vasishta, Francesco Allamandi, Alex Gleyzer.

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