Wendy Ray Email & Phone Number

• Provide end-to-end comprehensive advice, deliver client reviews/presentations and recommend strategies to help clients achieve their financial goals and life priorities.• Collaborate with core banking and investment partners. Connect clients to all solutions available through Bank of America and Merrill to meet total financial needs.• Thoroughly incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.• Educate Financial Center partners on investment products and quality client conversations. Provide feedback on partner referrals and review client conversations to identify missed opportunities.

United States

• Led a team and operated as a business owner by observing and coaching team and individual performance to collectively meet goals, establishing action plans as applicable.• Attracted and retained talent by personally investing in talent through interviewing and hiring financial center employees.• Built relationships with teammates and specialists to assist clients with financial needs.• Adhered to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines.• Ensured day-to-day activities comply with standards by observing and coaching teammates in customer service, operational procedures, transaction accuracy and client engagement.• Managed complex client research and requests, prioritized tasks, delegated and executed in a fast-paced environment.• Interpret performance results, find opportunities to drive success and hold others accountable to results.

United States

• Managed Business Development of the branch to deliver strong team performance as well as strong individual performance through personal productivity.• Grew branch revenue through new Consumer and Small Business acquisition by implementing routines of face to face appointments, outbound calling and prospecting.• Participated in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement.• Executed on Branch Engagement Routines by leading, growing, coaching and motivating teammates.• Partner with the Area Operations Officer to ensure compliance with bank procedures, internal controls, risk management. • Collaborated with key line of business partners to promote a One Team culture within the branch.• Managed Human Capital including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.

Charlotte, Nc

Education record

Education record