Brandy Hanlin

• Handle hot checks in the vault. Put checks in numerical order, data entry, file, reconciliation, audits.
• Worked effectively in fast-paced environments.
• Proven ability to learn quickly and adapt to new situations.
• Ensured compliance with federal regulations regarding cash handling procedures and reporting requirements for large monetary transactions.
• Improved cash handling accuracy by implementing efficient vault procedures and routine audits.
• Maintained accurate records of all incoming and outgoing currency, ensuring proper documentation for audits and financial reports.
• Managed inventory control within the vault area, regularly verifying counts against system data to identify discrepancies or potential thefts promptly.
• Maintained strict confidentiality of bank records and client information.
• Developed strategic plans for day-to-day financial operations.

• Collaborated with cross-functional teams to develop customized solutions tailored to the unique needs of each client.
• Streamlined account management processes for increased efficiency and improved client relations.
• Established clear expectations for all team members involved in managing specific accounts, ultimately fostering a sense of accountability that resulted in superior outcomes for clients.
• Enhanced client satisfaction by proactively addressing concerns and providing timely resolutions.
• Built strong relationships with key clients, fostering long-term business partnerships and driving revenue growth.
• Coordinated resources across various departments to ensure seamless service delivery throughout the lifecycle of each project engagement.
• Provided ongoing support and guidance to clients throughout all stages of their engagement with the company, demonstrating genuine interest in their success and fostering long-lasting partnerships.
• Conducted regular client reviews to assess performance, identify areas for improvement, and recommend actionable insights for enhanced results.
• Served as the primary point of contact for assigned clients, consistently delivering exceptional service levels and building trust through open communication channels.
• Identified upselling opportunities within existing accounts, resulting in increased contract value and overall revenue growth.

As a Premium Financial Representative I

• Streamlined account management processes for increased efficiency and improved customer experience.
• Collaborated with cross-functional teams to identify opportunities for process improvements and customer retention initiatives.
• Assisted customers in understanding their financial statements, providing clarity regarding charges or fees.
• Developed rapport with customers, fostering loyalty and repeat business.
• Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
• Monitored economic indicators and global events, staying informed on factors affecting market conditions.
• Implemented tax-efficient strategies for clients, optimizing their overall financial situation.
• Enhanced client retention rates by consistently delivering exceptional customer service and timely updates on account performance.
• Maintained strict adherence to ethical guidelines, fostering trust among clients and colleagues.
• Built strong client relationships through effective communication and understanding of financial goals.
• Educated clients on investment options, empowering them to make informed decisions about their finances.
• Streamlined internal processes by implementing efficient trading platforms and technologies.
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
• Discussed financial options with clients and provided informed suggestions.

• Enhanced client satisfaction by addressing concerns and providing timely solutions.
• Created customer support strategies to increase customer retention.
• Drove revenue growth by identifying upsell opportunities within existing accounts.
• Reduced turnaround times on client requests by streamlining work processes.
• Collaborated with cross-functional teams for better service delivery and client experience.
• Successfully resolved escalated client issues, restoring trust and safeguarding the company''s reputation.
• Kept accurate records to document customer service actions and discussions.
• Took ownership of customer issues and followed problems through to resolution.