Chanel Nova
Suffolk,VA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Vice President, Philanthropic Officer
Bank Of America Private Bank
10.2021 - 12.2023
- Managed over 300 trust accounts as account manager, main objective was to retain existing relationships and grow philanthropic business.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Hosted meetings with clients and prospective clients as requested alongside portfolio managers.
- Maintained database systems to track and analyze operational data on monthly basis.
- Evaluated customer needs and feedback to drive product and service improvements through reviews of client surveys.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
Officer, Private Bank Senior Associate
Bank Of America Private Bank
07.2018 - 10.2021
- Main objective was to provide administrative support to financial advisors and their individual books of business by tracking pipelines and generating reports using the CRM system Salesforce
- Developed and maintained strong customer relationships, providing exceptional service and advice alongside senior advisors and client managers.
- Investigated customer inquiries related to personal and investment banking, resolving discrepancies in helpful and timely manner
- Assisted client managers in processing mortgage and line of credit applications for qualified high-net worth clients
- Processed wide variety of banking transactions for clients such as wires, loan payments, directly-registered shares, mutual funds, other specialty assets.
- Educated customers on online banking and mobile banking applications.
- Trained new hires on banking policies and procedures.
Philanthropic Administrator
Bank Of America Private Bank
02.2015 - 07.2018
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Partnered with colleagues to implement best practices and protocols.
- Conducted in-depth due diligence to meet grant investigation needs.
- Coordinated events to encourage community involvement and increase awareness of organization's mission.
- Demonstrated high level initiative and creativity while tackling difficult tasks, resolving problems, improving operations and providing exceptional service.
Education
Bachelor of Science - Business Management And Finance
Bay State College
Finance
Year Up Boston
Skills
- Effective relationship building
- Business Development
- Sales management
- Process Improvement
- Operations management
- Customer service
- Risk Management
- Financial administration
- Financial planning
- Problem-solving abilities
- Multitasking Abilities
- Conflict Resolution
Certification
- NMLS Pre-Licensing Certificate-Mortgage Educators And Compliance-May 2024
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Assistant Vice President, Philanthropic Officer
Bank Of America Private Bank
10.2021 - 12.2023
Officer, Private Bank Senior Associate
Bank Of America Private Bank
07.2018 - 10.2021
Philanthropic Administrator
Bank Of America Private Bank
02.2015 - 07.2018
Finance
Year Up Boston
- NMLS Pre-Licensing Certificate-Mortgage Educators And Compliance-May 2024
Bachelor of Science - Business Management And Finance
Bay State College
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