Alyson Whelan
NJ
Summary
Top-notch Relationship Banker with a solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals, and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals, and options.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
07.2023 - Current
- Registered Notary Public with the State of NJ
- Sign official documents for clients as frequently as necessary, including estate affairs, transference of stock shares, etc
- Manage large amounts of cash transactions, checks, bonds, and payments including payoff accounts
- ACT Desktop Champion: aided with the training of key employees to ensure accuracy and comfortability
- Process estate accounts, open and close checking, savings, and CD's, process IRA withdrawals
- Work closely with clients to work towards their financial goals and priorities
- Advise clients to what products and referrals are needed in order to attain goals
- Manage a large portfolio of business and individual clients with a retention rate of92%
- Exceeds metrics of banking excellence
Owner & CEO
Viva String Studio
02.2013 - Current
- Act as the main point of contact for clients throughout the project lifecycle, maintaining100% client satisfaction by exceeding expectations, project deliverables and managing projects with its workflows
- Increased student growth by462.5% and revenue by45% by utilizing website design, SEO optimization, market research, and social media campaigns
- Organize various events to aide in promotion and to foster community
- Manage educators and clients to fulfill expectations and growth within the organization as well as outside the organization
- Part-Time
Project Manager
I Believe, Inspire, Grow
02.2023 - 07.2023
- Managed project timeline, milestones, deliverables, and status from development to execution for the wellness and health women in entrepreneurship event through cross collaboration with Fiserv
- Led strategic decision-making with stakeholders like executives with limited information and time constraints, completing project within one month ahead of schedule and meeting deadlines as well as all project goals
- Increased client commitment by20% for events while using data analysis and ROI analysis to measure the success of programs and projects
- Overall success rate increased by3%
- Part-Time
Financial Representative
National Financial Network
01.2022 - 07.2023
- Utilize strong analytical skills to assess10+ clients per week on financial situations, identifying cost-saving opportunities and reducing debt by an average of20%
- Proactively build client relationships and improve client retention through best practices, resulting in a client retention rate of90%, a referral rate of25%, and pipeline increase by10% weekly
- Certified College Advisor
- Specialized in Advanced Business Financial Planning for fully insuring and funding Buy/Sell Agreements, Retirement Planning for business owners and employees, as well as utilizing tax advantaged platforms to increase savings for business owners
- Utilized Premium Financing modalities where appropriate
Team Manager
Wegmans
04.2020 - 08.2021
- Collaborate with management to implement procedures, improving operational efficiency by7%
- Supervised teams and2 direct reports, giving feedback on performance and setting goals for improvement which resulted in increased revenues and sales by4% across the entire cafe every quarter
- Increased profit margins by4% every quarter by reducing shrink, managing budgets, and leveraging team members to their strengths
Orchestra Program Director
Pingry School
04.2015 - 08.2019
- Managed and optimized the orchestral program through collaboration with faculty while taking student feedback, growing the program with students by400% across elementary and high school
- Established strong communication with parents, students, and faculty, ensuring timely dissemination of information and fostering a community, resulting in a95% satisfaction rate among stakeholders
- Demonstrated financial management skills by managing a $500 annual budget through efficient supply procurement and instrument rental coordination, enhancing resource utilization and reducing expenses
Education
Executive Master of Business Administration -
Quantic School of Business and Technology
Master of Arts - Violin
New York University
Master of Suzuki Pedagogical Studies and Certification - undefined
Ithaca College
Bachelor of Arts & Bachelor of Science - Violin Performance & Music Education
Ithaca College
Skills
- Tools: MS Office (Excel PowerPoint Word); Merlin Teller, ACT, SSA, DAS, LP, iOS
- Functional: Strategic Analytical Organized Time Management Strong Verbal & Written Communication Skills Cross Collaboration Critical Thinking Problem Solving Prioritization Multitask Team Management
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial planning
- Portfolio management
- Financial processes
- Teamwork and collaboration
- Active listening
- Attention to detail
- Critical thinking
Certification
- Certified College Advisor
- Life and Health Licensed
Timeline
Relationship Banker
Bank of America
07.2023 - Current
Project Manager
I Believe, Inspire, Grow
02.2023 - 07.2023
Financial Representative
National Financial Network
01.2022 - 07.2023
Team Manager
Wegmans
04.2020 - 08.2021
Orchestra Program Director
Pingry School
04.2015 - 08.2019
Owner & CEO
Viva String Studio
02.2013 - Current
Master of Arts - Violin
New York University
Master of Suzuki Pedagogical Studies and Certification - undefined
Ithaca College
Bachelor of Arts & Bachelor of Science - Violin Performance & Music Education
Ithaca College
Executive Master of Business Administration -
Quantic School of Business and Technology