Vanessa Mckellar
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Vanessa Mckellar Email & Phone Number

Wealth Management Client Care and Quality Assurance Analyst at Bank of America Merrill Lynch
Location: Parkton, North Carolina, United States 13 work roles 2 schools
1 work email found @baml.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Role
Wealth Management Client Care and Quality Assurance Analyst
Location
Parkton, North Carolina, United States
Company size

Who is Vanessa Mckellar? Overview

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Quick answer

Vanessa Mckellar is listed as Wealth Management Client Care and Quality Assurance Analyst at Bank of America Merrill Lynch, a with 16981 employees, based in Parkton, North Carolina, United States. AeroLeads shows a work email signal at baml.com and a matched LinkedIn profile for Vanessa Mckellar.

Vanessa Mckellar previously worked as Wealth Management Client Care & Quality Assurance Analyst at Bank Of America Merrill Lynch and Wealth Management Fraud & Claims Team Lead at Bank Of America Merrill Lynch. Vanessa Mckellar holds Bachelor Of Science (B.S.), Business Sports Management, Alumni from Centenary University.

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Email format at Bank of America Merrill Lynch

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{first}.{last}@baml.com
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Profile bio

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!

Listed skills include Sports, Customer Service, Public Speaking, Marketing, and 16 others.

Current workplace

Vanessa Mckellar's current company

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Bank of America Merrill Lynch
Bank Of America Merrill Lynch
Wealth Management Client Care and Quality Assurance Analyst
Parkton, NC, US
Website
Employees
16981
AeroLeads page
13 roles

Vanessa Mckellar work experience

A career timeline built from the work history available for this profile.

Wealth Management Client Care & Quality Assurance Analyst

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.

Wealth Management Fraud & Claims Team Lead

- 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.

Feb 2019 - Jun 2019

Wealth Management Escalation Specialist

- 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.

Jun 2018 - Feb 2019

Wealth Management Fraud & Claims Representative

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.

Jun 2017 - Jun 2018

Bank Teller

Td

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.

Jul 2016 - May 2017

Note-Taker

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

Aug 2012 - Aug 2016

Customer Service Manager

May 2015 - May 2016

Shift Manager

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.

Dec 2013 - Oct 2014

Carver

Flemington

• Cook/carve food served• Demonstrate cleanliness and food safety • Actively multitask

May 2013 - Oct 2014

Beauty Advisor

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

Aug 2009 - Sep 2011
Team & coworkers

Colleagues at Bank of America Merrill Lynch

Other employees you can reach at bofaml.com. View company contacts for 16981 employees →

2 education records

Vanessa Mckellar education

Bachelor Of Science (B.S.), Business Sports Management, Alumni

Activities and Societies: Sports Management Association, Women's Volleyball Team, CSAC Representative, Note-Taker

Graduated

North Hunterdon High School

Activities and Societies: Habitat for Humanity, Volleyball, Future Business Leaders of America High honor roll student

FAQ

Frequently asked questions about Vanessa Mckellar

Quick answers generated from the profile data available on this page.

What company does Vanessa Mckellar work for?

Vanessa Mckellar works for Bank of America Merrill Lynch.

What is Vanessa Mckellar's role at Bank of America Merrill Lynch?

Vanessa Mckellar is listed as Wealth Management Client Care and Quality Assurance Analyst at Bank of America Merrill Lynch.

What is Vanessa Mckellar's email address?

AeroLeads has found 1 work email signal at @baml.com for Vanessa Mckellar at Bank of America Merrill Lynch.

Where is Vanessa Mckellar based?

Vanessa Mckellar is based in Parkton, North Carolina, United States while working with Bank of America Merrill Lynch.

What companies has Vanessa Mckellar worked for?

Vanessa Mckellar has worked for Bank Of America Merrill Lynch, Td, Centenary University, Centenary College, and Walmart.

Who are Vanessa Mckellar's colleagues at Bank of America Merrill Lynch?

Vanessa Mckellar's colleagues at Bank of America Merrill Lynch include Sonic Mait, Tiffany Griffin, Vinod Ganesh, James Brune, and Jack Harveys.

How can I contact Vanessa Mckellar?

You can use AeroLeads to view verified contact signals for Vanessa Mckellar at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Vanessa Mckellar attend?

Vanessa Mckellar holds Bachelor Of Science (B.S.), Business Sports Management, Alumni from Centenary University.

What skills is Vanessa Mckellar known for?

Vanessa Mckellar is listed with skills including Sports, Customer Service, Public Speaking, Marketing, Coaching, Event Planning, Communication, and Volunteering.

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