Alicia Schonberger, CFP®

• Managed book of 700 clients totaling approximately $1 billion.
• Elevated assigned territory from last to 1st in its region in 1 year.
• Collaborated with management to compile a best practices manual for new Portfolio Specialists.
• Led a special project to eliminate redundancies and increase efficiencies within the role.
• Recipient of multiple Excellence In Action (quarterly award for work ethic) and Achiever awards (semi-annual award for high asset retention and high sales).
• Met with clients to discuss personal balance sheet and income statement data along with financial objectives and risk tolerance to devise personalized financial plans.
• Presented financial plans and investment recommendations to clients.
• Established and deepened existing client relationships through complex financial planning.
• Answered clients' questions about purposes and details of financial plans and strategies.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Monitored and updated financial plans to comply with client goals.

• Developed and maintained strong customer relationships, providing exceptional service and advice.
• Provided advice on different bank products and financial options.
• Only Client Manager in Dallas region to receive 100% Client Delight score during tenure.
• Fostered client retention and positive asset flows through development of a holistic financial relationship approach, including deposits, loans, and investment products and services.

• Promoted from unlicensed representative to Assistant Branch Manager within 3 years.
• Trained and developed 6 new reps, one of whom became a top producer, another moved into leadership at another branch.