Alvina Mayilyan

• Worked independently and within a team environment to provide support to financial advisors, company employees and branch office
• Opened new client accounts and ensured the accuracy of client information
• Improved efficiency in handling client deliverables by leveraging in-depth knowledge of investments, bank products, and financial planning tools on daily basis.
• Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses.
• Demonstrated self-reliance by meeting and exceeding workflow needs.
• Created agendas and communication materials for team meetings.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.

Develop positive working relationships with clients and deliver policy proceeds after a claim is filed and approved. Explain the differences in policy specifics so clients can make informed decisions. Follow up with clients after initial meetings and policy discussions.

Successfully identified and managed financial relationships of over 300 high net worth clients by delivering superior customer service. Anticipated the complex financial needs of the affluent client and offered solutions through a wide range of products and services. Effectively partnered with Financial Advisor, Business Banking Specialist and Private Mortgage Banker ensuring delivery of holistic financial solutions.

•Expanded private client book of business from 0-176 by understanding client's banking, credit, business and investment needs.

•Effectively managed relationships of customers totaling more than $5 million in assets assuring an excellent customer experience through constant outbound phone communication and follow up.

•Conducted team meetings on all facets of business from policy and procedure, sales, as well as customer service and partnership strategies.

•Sold over $1 Million in investment assets within 3 months of being licensed.

•Recognized for outstanding customer service throughout the Beverly Hills market for the months of February and March 2018.

Quickly and effectively solved customer challenges, processed transactions and helped customers with any product and/or service needs. •Worked closely with partners such as personal banker and business banking specialist to find solutions to all customer needs.•Trained team-members on how to improve customer service and how to identify customer product and service needs .•Received recognition for outstanding customer service .