Summary
Overview
Work History
Education
Skills
Timeline
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Amber Kline

Riverton,UT

Summary

Experienced financial service professional aiming to improve the Firm's success through adoption of business initiatives, executing on delegated tasks, providing direct support to section manager, promoting agent development by implementing coaching and improvement strategies, providing real-time call support, and overall dedication to team success.

Overview

5
5
years of professional experience

Work History

Participant Relationship Manager II

Morgan Stanley
South Jordan, UT
10.2021 - Current
  • Provided highest quality support to plan participants who receive equity awards as part of their overall compensation plan through account servicing, providing education and solutions, trade execution, and opening door to portfolio management opportunities
  • Series 7 & 63 Licensed
  • Generated new business and referred clients in partnership with financial advisors
  • High metrics performance including quality, handle-time, participant survey results, and referrals made.

Assistant Branch Manager

Zions Bank
Salt Lake City , UT
06.2020 - 09.2020
  • Provided sales leadership for other branch employees, which included overseeing both inside and outside sales efforts of those employees.
  • Responsible for coaching, mentoring and monitoring service levels within branch.
  • Identified and addressed client needs and provided solutions which included new accounts, consumer loans, performing client service issues, and responding to more complex client complaints and questions.
  • Assisted in keeping branch in compliance with all bank policies and procedures and prepared branch for internal audits.

Executive Office Case Specialist

Wells Fargo Bank
Salt Lake City, UT
01.2020 - 04.2020
  • Handled all executive level escalated servicing issues via inbound telephone contact, e-mail, US mail or fax to provide high quality service along with timely & accurate resolution of more complex customer problems and reported these issues on a monthly basis to senior management.
  • Managed daily pipeline with assigned case load to adhere to internal business and policy service levels.
  • Utilized knowledge and understanding of state, federal, and agency legal and regulatory compliance requirements for optimal service.

Business Online Banker

Wells Fargo Bank
Salt Lake City, UT
08.2017 - 01.2020
  • Provided highest quality of service to business clients calling in for assistance with online banking by assessing needs, providing solutions, and identifying customer education opportunities.
  • Top performer cumulative 2 years w/ average 2019 annual score of 4.91 out of 5 in Individual Customer Experience Metric, scored 96.11% in Compliance/Quality Assurance Metric, and exceeded performance in Efficiency/Handle Time Metric, as well as have received numerous awards for Service Excellence and Attendance.
  • Coached new bankers and involved in fostering motivating/high performance work environment.

Personal Banker

Wells Fargo Bank
Salt Lake City, UT
07.2016 - 08.2017
  • Created strong, ongoing relationships with existing and new clients of bank by conducting detailed financial reviews and matching those needs with right products/solutions.
  • Developed relationships and worked closely with business partners to maximize efficiency of referral strategies.
  • Actively set and exceeded performance goals as well as assisted with development of new bankers.
  • Nominated for and involved in Wells Fargo At Work Advocate Program.

Education

Some College - Applied Psychology

Salt Lake Community College
Salt Lake City, UT

Some College - Professional Business Management

LDS Business College
Salt Lake City, UT

Skills

  • Eager to create highest quality client experience through agent skill development and dedicated leadership
  • Ability to perform well under pressure while maintaining strong professional etiquette
  • Highly resourceful and organized
  • Collaborative mindset resulting in efficient information sharing and improved processes
  • Strongly motivated to develop professionally and personally resulting in stamina needed for rigorous work environments
  • Excellent written and oral communication skills

Timeline

Participant Relationship Manager II

Morgan Stanley
10.2021 - Current

Assistant Branch Manager

Zions Bank
06.2020 - 09.2020

Executive Office Case Specialist

Wells Fargo Bank
01.2020 - 04.2020

Business Online Banker

Wells Fargo Bank
08.2017 - 01.2020

Personal Banker

Wells Fargo Bank
07.2016 - 08.2017

Some College - Applied Psychology

Salt Lake Community College

Some College - Professional Business Management

LDS Business College

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