Summary
Overview
Work History
Education
Skills
Certification
Timeline
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SAMANTHA DUNLAP

Summary

Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems, and deliver high-impact solutions in fast-paced environments.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Virtual Branch Consultant

Raymond James
02.2024 - Current
  • Collaborate with cross-functional teams to streamline processes and improve operational efficiency.
  • Support multiple branches simultaneously.
  • Streamline operations and prioritize tasks, allowing advisors to improve branch productivity.
  • Implement a customer relationship management system to track client interactions and improve communication.
  • Optimize client experience by delivering superior service, and effectively resolving issues.

Senior Specialist, Partner Support

Charles Schwab
10.2022 - 02.2024
  • Supported department leadership in implementing new policies, procedures and controls.
  • Managed approximately 40 incoming calls and emails per day from clients.
  • Provided support and subject matter expertise to team members.
  • Proactively identified opportunity areas while partnering with the branches, and problem-solving before issues evolve.
  • Focused on prompt and accurate responses, and escalation resolution, while actively navigating internal departments and vendors to ensure seamless resolution for all client issues.
  • Identified areas in need of critical improvement, and implemented strategies to achieve targets.

Private Client Advisor

JPMorgan Chase
Temple
02.2020 - 10.2022
  • Built a book of business while focusing on relationship management.
  • Utilized CRM software to find new opportunities, as well as to continue to grow existing client relationships.
  • Collaborated with bank partners to deliver an outstanding and holistic client experience.
    Conducted client meetings to discuss financial goals and objectives.
  • Devised comprehensive financial plans for clients to achieve short- and long-term financial goals.

Investment Associate

Synovus Securities
Columbus
09.2018 - 09.2019
  • Assisted in managing financial advisory operations for $100M portfolio under SVP supervision.
  • Established key procedures for teams preparing documentation, models, and presentations.
  • Maintained compliance files, and prepared various financial reports.
  • Participated in client meetings to discuss financial and investment strategies.

Licensed Banker

Wells Fargo
Columbus
08.2016 - 09.2019
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Educated customers on a variety of retail products and digital solutions, enhancing the customer experience.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed escalated phone calls by applying conflict resolution skills and extensive knowledge of bank policies, products, and services.

Education

Bachelor of Science - Information Management

Auburn University
Auburn, AL
07-2015

Skills

  • Operational efficiency
  • Communication skills
  • Problem solving
  • Time management
  • Regulatory compliance
  • Risk assessment
  • Process improvement
  • Compliance management

Certification

  • Series 6, 7, 63, and 65.

Timeline

Senior Virtual Branch Consultant

Raymond James
02.2024 - Current

Senior Specialist, Partner Support

Charles Schwab
10.2022 - 02.2024

Private Client Advisor

JPMorgan Chase
02.2020 - 10.2022

Investment Associate

Synovus Securities
09.2018 - 09.2019

Licensed Banker

Wells Fargo
08.2016 - 09.2019

Bachelor of Science - Information Management

Auburn University

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SAMANTHA DUNLAP