Alanna Torres
Merrill Edge
9
years of professional experience
Detail-oriented financial services professional with more than 7 years of experience supporting clients, advisors, and operational teams in banking and investment environments. Skilled in client service, account maintenance, problem resolution, and regulatory compliance. Known for building strong client relationships, delivering accurate results, and helping teams operate efficiently while maintaining a high standard of service.
Work History
Legal Secretary
1 Year 6 Months- Managed case documentation and administrative tasks
- Reviewed and verified title agency judgments to ensure accuracy and reduce documentation errors.
- Accepted judgment payments from defendants
- Served as the primary point of contact for clients, title companies, and defendants, providing assistance and routing inquiries efficiently.
Client Service Representative
1 Year- Processed client transactions efficiently while ensuring accuracy and compliance with banking procedures.
- Educated clients on products, services, and promotional offers to improve engagement and awareness.
- Managed ATM operations as the branch's designated ATM custodian.
- Assisted with cash and foreign currency shipments, supporting daily branch operations.
- Built rapport with clients.
Relationship Banker
4 Years 6 Months- Educated clients on available self-service tools, helping improve efficiency and overall client satisfaction.
- Delivered personalized service to clients by identifying financial needs and recommending appropriate banking solutions.
- Processed various transactions accurately while adhering to regulatory and compliance standards.
- Contributed to the overall success of the financial center by supporting operational and service goals.
Account Maintenance Generalist
1 Year 1 Month- Reviewed account documentation for completeness and accuracy, following up with clients when corrections were needed.
- Processed account updates while maintaining compliance with operational requirements.
- Maintained quality and productivity standards in a fast-paced environment.
Consumer Investment Operations Support Specialist
1 Year 1 Month- Serve as a resource for associates by answering procedural questions and providing operational support through inbound calls.
- Support operational efficiency by researching inquiries and identifying appropriate solutions.
- Ensured phone efficiency by adhering to metric.
Education
- Business Administration
Skills
Client service
Account maintenance
Problem resolution
Regulatory compliance
Client relationship building
ATM operations
Operational support
Inbound call support
Timeline
Consumer Investment Operations Support Specialist
Merrill Edge
10.2025 - CurrentRead More
Account Maintenance Generalist
Merrill Edge
09.2024 - 10.2025Read More
Relationship Banker
Bank of America
03.2020 - 09.2024Read More
Client Service Representative
Bank of America
02.2019 - 02.2020Read More
Legal Secretary
Crosby and Gladner P.C.
07.2017 - 01.2019Read More
Mesa Community College
from Business Administration
Read More