Alee Slaten
DALLAS,TX
Summary
Client Associate with background in providing exceptional client service within high-paced, demanding environments. Possess strong skills in relationship management, strategic planning, and team collaboration. Known for going above and beyond to ensure client satisfaction and retention. Previous role involved streamlining processes to improve overall efficiency and productivity.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Wealth Management Client Associate
Merrill Lynch
Dallas, TX
09.2024 - Current
- Working effectively in a team environment to make the practice more productive by prioritizing and organizing daily/monthly tasks
- Executing trades and money movements in clients accounts utilizing multiple platforms
- Collaborating with compliance/operating teams to ensure accuracy of client data and adherence to regulations
- Assisting with the onboarding process of new wealth management clients, from brokerage account openings to funding from outside firms
- Deepening client relationships by precisely transacting and maintaining confidence by thorough follow-ups via emails/calls
Senior Banker
Bank of America
Dallas, TX
10.2022 - 09.2024
- Top level performance within the region by exceeding within all metrics including client satisfaction surveys, individual sales goals, outbound follow-up and risk mitigation
- Providing financial guidance and recommending solutions based on clients needs such as personal accounts, credit cards, auto loans, and home loans
- Working with small business clients to help achieve their goals by identifying solutions and specialists
- Assisting clients with estate planning by reviewing wills, trusts, power of attorney and beneficiary designation documents
- Managing daily operations of bank procedures including staff supervision, training, and minimizing risk
Relationship Banker
Bank of America
Dallas, TX
07.2019 - 10.2022
- Executing wire transfers, cash handling, and large transactions accurately and proficiently
- Resolved customer complaints regarding banking products and fees within a timely manner to ensure satisfaction
- Collaborated with team members to develop innovative solutions for meeting customers needs while maintain goals set by the market
- Educated customers on options for managing transactions by leveraging technology, tools and resources
- Researched inquiries regarding clients account activity, fees and interest rates
Store Manager
Plato's Closet
Amarillo, TX
09.2014 - 07.2021
- Estimate consumer demand and determine the types/amounts of products to be sold
- Conducted interviews along with setting hiring procedures to ensure proper training of employees and onboarding
- Monitored employee performance including promotions and feedback by conducting one-on-one and team meetings
- Promoted high customer satisfaction by identifying and resolving problems with thorough knowledge and empathy
Education
Associate of Arts - Business Administration
Amarillo College
Amarillo, TX05-2018
Skills
- Client Relationship Building & Customer-Service Oriented
- Multitasking & Time Management
- Critical & Analytical Thinking
- Leadership & Collaborative Teamwork
- Organizational & Attentional to Detail
- Proficient in MS Office (Word, PowerPoint, Excel)
Certification
- Notary Public, TX, Valid until 09/2025
- SIE (Securities Industry Essential Exam) Issued 08/2024
Timeline
Wealth Management Client Associate
Merrill Lynch
09.2024 - Current
Senior Banker
Bank of America
10.2022 - 09.2024
Relationship Banker
Bank of America
07.2019 - 10.2022
Store Manager
Plato's Closet
09.2014 - 07.2021
Associate of Arts - Business Administration
Amarillo College