Summary
Overview
Work History
Skills
Accomplishments
Certification
Awards and Honors
Work Preference
Work Availability
Timeline
Generic
Andrea Thomas

Andrea Thomas

Naperville,IL

Summary

Dedicated and detail oriented Wealth Analyst with over 5 years experience in banking and advisory service for high net-worth clients. Proven expertise in preparing presentations, online banking support, managing wire transfers, and facilitating deposit account openings. Strong analytical skills combined with a clint centric approach, ensuring optimal delivery and satisfaction.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Wealth Analyst

BMO Bank
08.2019 - Current
  • Manage multiple client accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Collaborate with Private Wealth Advisors to develop customized wealth management strategies for for high net-worth clients, ensuring financial goals and risk tolerance.
  • Provide exceptional online banking support, assisting clients with technical issues and inquiries to enhance their banking experience.
  • Manage wire transfers and ensure compliance with regulatory requirements, maintaining accuracy and timeliness in processing transactions.
  • Assist with client onboarding, ensuring a smooth process for new account openings and compliance with KYC regulations.
  • Collaborate with specialists from various departments to provide comprehensive solutions for diverse client needs.
  • Participate in regular training sessions, staying up-to-date on industry trends and regulatory changes.

Collections Specialist

Consumer Portfolio Services
04.2015 - 08.2019
  • Worked in call center environment handling manual and automatically dialed outbound calls.
  • Maintained compliance with state and federal regulations during all collections activities, ensuring ethical business practices.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Processed payments and applied to customer balances.
  • Used skip tracing and other techniques to locate debtors.
  • Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.

Sublimation Specialist

Personalization Mall
10.2008 - 03.2014
  • Inspected products to identify quality issues such as defects or discoloration.
  • Maintained equipment with regularly scheduled cleaning and oiling, and repaired or replaced worn or defective parts.
  • Prepared orders for shipment by picking, packing, and labeling merchandise.
  • Reduced order processing time by effectively coordinating with team members to pick, pack, and ship products quickly.
  • Delivered high-quality results under tight deadlines, working efficiently during peak demand periods.

Skills

  • Proficient in a variety of Microsoft applications, including Excel, PowerPoint, & Outlook
  • Compliance management
  • Adaptability and flexibility
  • Problem-solving aptitude
  • Wealth management
  • Multitasking Abilities
  • Certified Notary Public
  • Transaction processing
  • Banking operations
  • Wealth management strategies
  • Account servicing
  • Excellent communication

Accomplishments

New Hire Mentor -BMO

February 2021-January 2022

  • Facilitated the integration of new team members by sitting in on calls and offering real-time support.
  • Collaborated with supervisors to deliver feedback and improved new hire performance and confidence.
  • Actively engaged with new hires to answer questions and provide resources.

Certification

  • Business Essentials Certificate -DeVry University October 2022

Awards and Honors

  • BMO Best of the Best Award, 2020

Recognized for consistently exceeding performance goals, going above and beyond to provide a great customer experience.


  • BMO's Top Table Award, 2022

Recognized for being a top performer.

Work Preference

Work Type

Full Time

Work Location

HybridRemote

Important To Me

Work-life balanceFlexible work hoursCompany Culture

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Wealth Analyst

BMO Bank
08.2019 - Current

Collections Specialist

Consumer Portfolio Services
04.2015 - 08.2019

Sublimation Specialist

Personalization Mall
10.2008 - 03.2014

Similar Profiles

CREATE PROFILE
Andrea Thomas