ASHLEIGH NORTON
New Berlin,WI
Summary
Seasoned management professional successful at establishing excellent working relationships with customers, employees, vendors and contractors. Experienced team leader with a strong background in managing and leading cross-functional teams. Demonstrates efficient oversight of daily operations, develops effective strategies to enhance customer satisfaction, and ensures compliance with industry regulations. Skilled in budget management, resource allocation, and leading diverse teams. Possesses exceptional problem-solving, leadership, and communication skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Business Operations Manager
Schoberg Financial LLC
12.2022 - Current
- Successfully managed budgets, consistently meeting financial targets while maintaining high-quality standards.
- Streamlined operational processes by implementing efficient workflow management strategies.
- Supported clients needs by providing timely responses to inquiries regarding account status or transactions processed.
- Managed daily operations, ensuring smooth workflow and timely completion of tasks.
- Established strong relationships with clients, leading to repeat business and positive feedback.
- Facilitated new client onboarding process and investment account setup.
- Coordinated effectively with internal departments such as trading or operations teams for seamless execution of transactions on behalf of clients.
- Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
- Streamlined office operations by implementing efficient organizational systems to manage client information and documentation.
- Provided administrative support for new account opening procedures following established compliance guidelines closely.
Director of Operations
JVB Financial, LLC
03.2020 - 12.2022
- Managed budgets and resources, optimizing allocation for maximum impact on business objectives.
- Oversaw the daily operations of multiple clients, ensuring compliance with company policies and procedures
- Oversaw financial management, budgeting, and reporting to improve operational workflows
- Exhibited high energy and professionalism when dealing with clients
- Provided administrative support for new account opening procedures following established compliance guidelines closely.
- Planned and monitored day-to-day running of business to facilitate smooth progress
- Supported clients needs by providing timely responses to inquiries regarding account status or transactions processed.
Implementation Conversion Analyst
FIS
05.2018 - 01.2020
- Tested, maintained, and monitored computer systems and coordinated installation and the creation of Credit Card Bins ordered by our Banking Customers
- Evaluated and enhanced workflow to implement best practices, in line with Customer's requirements
- Collaborated with senior management on strategic initiatives related to process improvements and organizational development
- Developed and implemented processes to improve operational efficiency and client satisfaction
- Established effective communication channels with internal departments to ensure cohesive operations
- Troubleshooted program and system malfunctions to restore normal functions
Branch Manager
Guaranty Bank/First Citizens Bank
04.2015 - 05.2018
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations including cash management, opening and closing procedures, and account maintenance
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Senior Personal Banker
US Bank
10.2011 - 02.2015
- Trained new employees on banking processes and procedures
- Helped mentees become self-reliant through coaching and counseling
- Maintained high level of employee morale to minimize turnover and maximize customer satisfaction
- Assisted customers with loan applications, credit card applications, mortgage applications
- Utilized problem-solving skills to resolve customer inquiries in a timely manner
Education
Associate in Science (A.S.) - Surgical Technology
Anthem College
Brookfield, WI06.2011
Skills
- Employee Management
- Customer Relationship Management
- Teamwork and Collaboration
- Financial Management
- Business Planning and Strategy
- Project Management
- Strong Interpersonal Communication
- Business Administration
- CRM Software Experience
- Relationship building and management
- Client Account Management
- Multitasking Abilities
Certification
WI Life and Health Insurance licenses
References
References available upon request
Timeline
Business Operations Manager
Schoberg Financial LLC
12.2022 - Current
Director of Operations
JVB Financial, LLC
03.2020 - 12.2022
Implementation Conversion Analyst
FIS
05.2018 - 01.2020
Branch Manager
Guaranty Bank/First Citizens Bank
04.2015 - 05.2018
Senior Personal Banker
US Bank
10.2011 - 02.2015
Associate in Science (A.S.) - Surgical Technology
Anthem College
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