Wayne Davis Email & Phone Number

San Antonio, Texas, United States

San Antonio, Texas

• Assist customers with maintenance on their brokerage accounts• Selected to be trained across multiple skill groups including: brokerage, managed, retirement, and estate• Guide Financial Advisors through systems usage and technical issues• Support branch representatives with complex operational items• Track calls for drivers and quality purposes to address internal issues• Report Advisors’ issues to management• Work with management to find solutions to unique situations… Show more • Assist customers with maintenance on their brokerage accounts• Selected to be trained across multiple skill groups including: brokerage, managed, retirement, and estate• Guide Financial Advisors through systems usage and technical issues• Support branch representatives with complex operational items• Track calls for drivers and quality purposes to address internal issues• Report Advisors’ issues to management• Work with management to find solutions to unique situations within current policy• Submit feedback on ways to enhance future company goals Show less

San Antonio

• Assisted customers with escalated issues regarding their financial needs • Exercised authority within limits using excellent judgment to ensure needs were met and that bank policy and profitability were not compromised• Lead team of Assist/Consumer bankers by answering questions, coaching employees, and providing resources for future use• Delivered daily reports reflecting call efficiency and metrics for team members as a Relief unit Manager• Collaborated with Customer service… Show more • Assisted customers with escalated issues regarding their financial needs • Exercised authority within limits using excellent judgment to ensure needs were met and that bank policy and profitability were not compromised• Lead team of Assist/Consumer bankers by answering questions, coaching employees, and providing resources for future use• Delivered daily reports reflecting call efficiency and metrics for team members as a Relief unit Manager• Collaborated with Customer service specialists on implementing ways to enhance the customer experience • Motivated specialists to improve team performance Show less

Master'S Of Finance, Real Estate

Bachelor'S In Economics And Business Administration, Business And Economics

Activities and Societies: Ultimate Frisbee team Treasurer, ASR Senator, Swashbuckler's Residential coordinator