Allison Frankino
Hamburg,NY
Summary
Experienced Financial Wellness Specialist with a strong focus on client relationship management and effective communication. Proven ability to guide teams and resolve inquiries, ensuring optimal service delivery. Dedicated financial wellness specialist with proven expertise in leadership and operational efficiency. Skilled in enhancing client service and team performance through effective communication and issue resolution.
Overview
8
8
years of professional experience
Work History
Financial Wellness Sr. Specialist
KeyBank National Association
Amherst, NY
06.2023 - Current
- Assisted clients in identifying optimal financial options for their banking needs.
- Guided new financial wellness team members through the onboarding process, contributing to their successful integration into the department.
- Facilitated effective communication by resolving teammate inquiries via the department's Virtual Assist queue.
- Conducted team meetings and call calibrations to maintain consistent communication and understanding.
- Managed in-office renegotiation of certificates of deposit, maintaining precise client documentation.
- Supported team development by providing opportunities for colleagues to observe my client interactions, to demonstrate the Relationship Experience Model live
- Developed strategic initiatives to enhance operational efficiency and team performance.
Wealth servicing Sr. Specailist
KEYBANK
Amherst , NY
03.2023 - 06.2023
- Supported Key Private Clients in addressing their banking needs, ensuring an exceptional service experience.
- Resolved client inquiries and issues efficiently, ensuring a high standard of customer service.
- Worked closely with clients' private advisors to ensure swift and effective resolution of banking needs.
Keys2you Customer service representative
KeyBank National Association
Amherst, NY
09.2021 - 03.2023
- Guided representatives through complex questions using the Virtual Assist Queue.
- Conducted comprehensive training for deposit, loans, credit cards, chat, and mortgage modules.
- Led one-on-one meetings with teammates to identify solutions for improved statistics.
- Handled client transactions for credit cards, loans, and line accounts with precision.
- Assisted clients with account lockouts and maintenance, ensuring prompt resolution of issues.
- Resolved escalated supervisor calls by identifying and implementing effective solutions to address client concerns.
Store Manager
Tim Hortons Cafe & Bake Shop
Angola, NY
04.2017 - 08.2021
- Managed daily operations and ensured smooth workflow in a busy cafe environment.
- Trained and supervised staff to maintain high service standards and efficiency.
- Oversaw inventory management, ensuring stock levels met customer demands.
- Implemented health and safety protocols to ensure compliance with regulations.
- Developed schedules to optimize labor costs while meeting service needs.
- Resolved customer complaints promptly to enhance satisfaction and loyalty.
- Conducted performance reviews and provided feedback to team members regularly.
- Recruited, trained and supervised new employees.
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Updated and maintained store signage and displays.
- Ensured compliance with safety regulations and company policies.
Education
Bachelor of Arts - Psychology
SUNY At Fredonia
Fredonia, NY05-2021
High School Diploma -
Lake Shore High School
Angola, NY06-2016
Skills
- Leadership
- Problem solving
- Issue resolution
- Time management
- Adaptability
- Training development
Timeline
Financial Wellness Sr. Specialist
KeyBank National Association
06.2023 - Current
Wealth servicing Sr. Specailist
KEYBANK
03.2023 - 06.2023
Keys2you Customer service representative
KeyBank National Association
09.2021 - 03.2023
Store Manager
Tim Hortons Cafe & Bake Shop
04.2017 - 08.2021
Bachelor of Arts - Psychology
SUNY At Fredonia
High School Diploma -
Lake Shore High School
Similar Profiles
Ian McLauchlanIan McLauchlan
Financial Wellness Consultant at KeyBank National AssociationFinancial Wellness Consultant at KeyBank National Association
JACOB EARLEJACOB EARLE
Merchant Sales Advisor at KeyBank National AssociationMerchant Sales Advisor at KeyBank National Association
Erlinda CruzErlinda Cruz
Financial Wellnes Consultant at KeyBank National AssociationFinancial Wellnes Consultant at KeyBank National Association
Angel OrnelasAngel Ornelas
Personal Banker at KeyBank National AssociationPersonal Banker at KeyBank National Association
Allison SchanbacherAllison Schanbacher
Front End Department Supervisor at Lowes Home ImprovmentFront End Department Supervisor at Lowes Home Improvment