Amanda Behler
Mahopac,NY
Summary
Professional in operational management with track record of driving efficient processes and optimizing performance. Adept at implementing strategies that align with organizational goals and fostering collaborative work environments. Known for adaptability and reliability in dynamic settings, ensuring seamless team operations and goal achievement.
Overview
31
31
years of professional experience
Work History
Officer, Wealth Management Client Associate
Merrill Lynch
04.1998 - Current
- Serve as clients main point of contact and develop relationships to best serve their needs
- Provide administrative support for Wealth Management advisors, including account opening and maintenance, asset tracking and transfers
- Assist clients with trading activity and management inception and maintenance
- Prepare and help the advisor develop Financial Plans for clients to monitor through retirement
- Work with investment managers to build client proposals
- Coordinate with staff members on various levels for operational support
- Prepare Research Reports and Portfolio Reviews
- Obtain and understand client goals and objectives to prepare Retirement Plans and Goals Based Planning
- Collaborate with banking team to identify and assist clients who may benefit from different opportunities to ensure a seamless client experience
Head Teller
Fleet Bank
03.1997 - 04.1998
- Maintained Vault Activity
- Help build and maintain client relationships and follow up by keeping record of all client contact
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
- Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction.
- Answered inquiries regarding checking and savings accounts and other related products.
Shift Supervisor
CVS
06.1994 - 03.1997
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures and balanced tills.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Responded to and resolved customer questions and concerns.
Education
Bachelors -
Westchester Community College
Valhalla, NYHigh School Diploma -
Roosevelt High School
Yonkers06-1994
Skills
- Organizational skills
- Decision making skills
- Self-Directed
- Self-Motivated
- Detail oriented
- Goal oriented
- Results oriented
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
Timeline
Officer, Wealth Management Client Associate
Merrill Lynch
04.1998 - Current
Head Teller
Fleet Bank
03.1997 - 04.1998
Shift Supervisor
CVS
06.1994 - 03.1997
Bachelors -
Westchester Community College
High School Diploma -
Roosevelt High School
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