Summary
Overview
Work History
Skills
Accomplishments
Timeline
Generic

Ashley Walters

West Allis,WI

Summary

Driven and ambitious Senior Associate of customer service. Experienced in developing solutions based on client needs in a demanding atmosphere. Maintains a positive disposition, takes a proactive approach, and focuses on accuracy. Ready to use and further develop financial skill and build client relationships in an Assistant Private Banker role.

Overview

4
4
years of professional experience

Work History

Senior Associate of High Value and Business

BMO
08.2024 - Current
  • Team Lead Adjunct and Peer Mentor, providing supervisor-level support frequently and efficiently - including escalation calls and restricted account reviews
  • Awarded Annual Best of the Best 2024 for being a top performer overall in Virtual Connect earning 90%+ on quality, 100%+ on sales, 'Perfect 10' survey scores and exemplifying professionalism, empathy and leadership
  • Awarded Ambition 2025 for my repeated Spotlight Awards from exceeding 100% on scorecard on a regular basis
  • Awarded Grand Ovation for demonstration of BMO's Winning Culture and impacting peers and my team positively

Wealth Support Associate - High Value

BMO
04.2023 - 08.2024
  • Awarded All Stars on a monthly basis for significantly exceeding booked referrals and direct sales activity goals
  • Exceeded customer expectations by going above and beyond standard support protocols when necessary, resulting in increased satisfaction rates.
  • Mentored peers on customer interaction and sales related behaviors as part of the Wealth Support Mentorship Program

Call Center Dispatcher

Henry Schein
12.2021 - 08.2022
  • Accepted 35-70 inbound calls from dental offices daily, creating and assigning work orders for preventive and reactive maintenance
  • Coordinated dispatch operations to ensure timely resolution of maintenance related emergencies
  • Communicated professionally with office staff, doctors, and team members in order to provide satisfactory service and represent the company name in a positive manner

Skills

  • Peer Mentorship
  • Problem Resolution
  • Team Supervision
  • Detail Oriented

Accomplishments

    Annual Best of the Best 2024, Grand Ovation 2024, All Star Recognition for Quality and Compliance, Ambition 2025

Timeline

Senior Associate of High Value and Business

BMO
08.2024 - Current

Wealth Support Associate - High Value

BMO
04.2023 - 08.2024

Call Center Dispatcher

Henry Schein
12.2021 - 08.2022

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Ashley Walters