Breana Glisch
Oak Creek
Summary
Dynamic professional with a proven track record at Northwestern Mutual Investment Services, excelling in service excellence and problem-solving. Adept at resolving complex inquiries and enhancing client relationships through effective communication with financial representatives and their staff. Recognized for strong time management and teamwork, driving operational efficiency and client satisfaction in fast-paced and exceptionally busy environments.
Overview
7
7
years of professional experience
Work History
Specialist, Asset Movement, Investment Client Svcs
Northwestern Mutual
11.2019 - Current
- Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members.
- Promotes retention and identifies opportunities to build knowledge through timely and accurate operational processing and service quality. Provides asset movement services and support on accounts.
- Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work.
- Assists team members as they work through complex case work or items beyond their knowledge base.
- Uses industry knowledge and analytical skills to resolve problems.
Associate Banker
Chase Bank
10.2017 - 11.2019
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
Education
Bachelor of Arts - Corporate Communication
Marquette University
Milwaukee, WI05-2014
Skills
- Service Excellence
- Professional Writing Skills
- Problem-Solving Insight
- Strong Time Management
- Document Organization
- Teamwork and collaboration
- Effective Time Management
Languages
Spanish
Professional Working
Timeline
Specialist, Asset Movement, Investment Client Svcs
Northwestern Mutual
11.2019 - Current
Associate Banker
Chase Bank
10.2017 - 11.2019
Bachelor of Arts - Corporate Communication
Marquette University
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