Alethea Greeff
Roswell
Summary
Having worked in a broad range of financial services firms/banks for over 20 years, I am seeking a role where I can optimize my combined experience.
Relationship building, key account management, white glove service, issue management, client advocacy, client success, team collaboration, client presentations, experience in administration and operations of banking and financial institutions, educating and recommending products, attention to detail and the ability to work in a fast-paced environment on a variety of tasks, whilst meeting sales/performance goals are some of the many skills I developed over my working career.
Overview
31
31
years of professional experience
Work History
Senior Family Office Associate
CIBC Private Wealth Management
04.2025 - Current
- Supporting Relationship Managers and Client Service Mangers with operational tasks for administration of trusts
- Administrative and client support for High Net Worth families
- Managing and processing financial transactions such as money movements, quarterly tax payments, charitable contributions and gifting.
- Proficiency in financial services platforms for complex administrative tasks
Personal Banker/Relationship Banker
Synovus Bank
07.2024 - 04.2025
- Processing transactions, building relationships, opening new accounts, processing loan applications, adheres to bank processes and procedures. Cross-selling, sales and business development. Issue & Complaint Management. Team player. Customer outreach. Customer contact through telephone & emails and face-to-face
Tax Associate
Alliance of Financial Professionals
11.2022 - 04.2024
- Preparing business and personal tax returns. Preparing trial balances from Profit & Loss/Balance Sheet. Reconciliation of business expenses and operating expenses for property portfolios.
Account Manager/Relationship Manager
Unio Wealth Management
02.2000 - 07.2012
- Relationship management, retirement Planning, financial planning & investment advice to high-net-worth clients and senior executives. Managing larger company pension company plans – dealing with operations, administration, compliance, and issue management. Processing documentation for pension funds, life insurance, deposits & investments. Managed a book of high net worth/key account clients. Retirement calculations/projections, asset allocation modelling & investment advice. Sales presentations to internal and external parties. Meetings with other professionals/advisors along with the client. Supervising and mentoring other co-workers. High level of technical pension expertise. Improving processes and procedures as company grew.
Customer Service Manager
Irish Life Financial
10.1998 - 02.2000
- Handled incoming calls responding to mortgage queries, complaints & issues. Provided customer service for commercial clients & serviced an English client base. Gained good knowledge of mortgages. Gave quotes on Property Insurance for Royal & Sun Alliance and liaised with Irish Life on administration of Life Assurance policies.
Broker Support Manager
GE Capital, Financial Services Division GE
11.1997 - 05.1998
- Worked in a fast-paced environment, attention to detail was key - responding to incoming customer sales calls, matching customer needs with available products, processed consumer & small business loans. Pulled credit reports and made recommendations. Submitted credit applications to underwriters for final decision. Acted as liaison between client, underwriter and dealership. Worked to achieve branch goals, provided support to the dealers and sales reps.
Teller/Head Teller/Customer Service/Relationship Manager
BankBoston (now Bank of America)
02.1995 - 10.1997
- Various roles at the bank beginning with Teller, then promoted to Head Teller, then customer service and finally was accepted into a special program to be trained to serve high net worth clients. Learned so much about customer service, relationship management, sales and account management.
Education
Graduate Diploma - Financial Planning
Dublin City University
Dublin, Ireland01.2012
BBA - Accounting & Finance
Dublin Business School
Dublin, Ireland05-2002
Skills
- Key account management
- Relationship building
- Complex financial tasks
- Recommending products
- White glove service
- Monitoring accounts and reports
- Client Advocate
Timeline
Senior Family Office Associate
CIBC Private Wealth Management
04.2025 - Current
Personal Banker/Relationship Banker
Synovus Bank
07.2024 - 04.2025
Tax Associate
Alliance of Financial Professionals
11.2022 - 04.2024
Account Manager/Relationship Manager
Unio Wealth Management
02.2000 - 07.2012
Customer Service Manager
Irish Life Financial
10.1998 - 02.2000
Broker Support Manager
GE Capital, Financial Services Division GE
11.1997 - 05.1998
Teller/Head Teller/Customer Service/Relationship Manager
BankBoston (now Bank of America)
02.1995 - 10.1997
Graduate Diploma - Financial Planning
Dublin City University
BBA - Accounting & Finance
Dublin Business School
Hobbies and Interests
I enjoy socializing with friends, cooking, books, running, hiking and photography.
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