Amber Smith
Phoenix,AZ
Summary
Seeking job opportunities where strengths and experiences with providing excellent customer service and exceptional people skills can flourish. Eager and dedicated. Self-motivated and hard working. Excellent leadership and interpersonal skills.
Experienced with operational process improvements and streamlining workflows for efficiency. Utilizes strong problem-solving skills and collaborative approaches to meet organizational goals. Track record of effective resource management and implementing best practices for operational success.
Versatile Operations Supervisor successful at taking on routine and complex business challenges with resourceful and creative approach. Recognized as driven, dedicated and hardworking leader with history of streamlining operations and increasing results.
Overview
9
9
years of professional experience
Work History
Estates Operations Specialist
Charles Schwab
Phoenix, AZ
03.2021 - Current
- Work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.
- Process death notifications for client accounts and assist inheritors with next steps to receive assets and manage accounts.
- Process investment transfers efficiently and without error.
- Manage client calendars, voicemails, emails. Handle numerous cases at one time while taking new cases daily.
Assistant Branch Manager
BBVA
Tempe, AZ
05.2017 - 03.2021
- Branch based customer facing position whose primary goal is to acquire, retain, deepen and manage relationships with the company.
- Responsible for generating growth in balances through sales, marketing, promotion and referral of products while utilizing a proactive and disciplined approach.
- Manage Tellers with cash balance and clients. Assist in the growth of my team and promote leadership opportunities.
- Responsible for schedule management, quarterly audits of the vault, teller cash drawers, and other bank related documents.
Education
AZ-Early Childhood Education -
Grand Canyon University
Phoenix, AZ12-2014
AZ-Early Childhood Development - undefined
Mohave Community College
Kingman, AZ01-2014
High School Diploma - undefined
Kingman High School
Kingman, AZ05-2005
Skills
- Excellent listening and communication skills
- Energetic work attitude and courteous demeanor
- Creative problem solver with the ability to build strong client relations
- Self-starter and fast learner
- Operational efficiency
- Planning and coordination
- Cross-functional communication
- Operations coordination
- Risk mitigation
- Program evaluation
- Process documentation
- Case management
Accomplishments
- Supervised team of seven staff members.
- Achieved accurate results by completing case completion with accuracy and efficiency.
Timeline
Estates Operations Specialist
Charles Schwab
03.2021 - Current
Assistant Branch Manager
BBVA
05.2017 - 03.2021
High School Diploma - undefined
Kingman High School
AZ-Early Childhood Development - undefined
Mohave Community College
AZ-Early Childhood Education -
Grand Canyon University