Darryell Mckeiver
Orange Park,FL
Summary
Results-driven professional with extensive experience in Wealth Management and Financial Services operations. Proficient in managing client account inquiries, transactions, and financial solutions while ensuring accuracy and regulatory compliance. Recognized for delivering exceptional service, efficiently resolving issues, and fostering strong client relationships in dynamic environments.
Overview
11
11
years of professional experience
Work History
Wealth Management Associate
Bank of America Merrill Lynch
06.2020 - 11.2025
- Enhanced client satisfaction by building strong relationships and resolving complex issues.
- Resolved customer inquiries efficiently using CRM systems to boost satisfaction rates.
- Managed about 30 plus incoming calls daily
- Developed tailored wealth management strategies for high-net-worth clients, increasing retention.
- Educated clients on financial products, empowering informed investment decisions.
- Monitored and updated financial plans, ensuring alignment with client goals and compliance.
- Analyzed complex financial data to optimize investment portfolios and enhance returns.
- Evaluated portfolio performance regularly against benchmarks, adjusting strategies accordingly to ensure long-term success.
Home Lending Customer Service Rep
Wells Fargo
12.2017 - 04.2020
- Informed customers of delinquent accounts, fostering understanding and collaboration for resolution.
- Empathized with customer situations, identifying mutually beneficial outcomes for all parties involved.
- Negotiated creative solutions to secure optimal arrangements, exceeding call compliance expectations.
- Achieved daily call volume targets, ensuring effective resolution in line with monthly goals.
- Demonstrated respect and professionalism, enhancing customer interactions and satisfaction.
- Utilized strategic thinking to address complex financial issues, promoting client retention.
- Monitored and documented call outcomes, ensuring compliance with company protocols.
- Collaborated with cross-functional teams to improve service processes and customer experience.
Mortgage Consultant
US Bank Home Mortgage
03.2015 - 04.2016
- Achieved high customer satisfaction by promptly responding to leads from diverse marketing channels.
- Engaged potential homeowners to assess needs and recommend suitable mortgage products effectively.
- Facilitated mortgage loan applications via phone, ensuring comprehensive and accurate proposals were prepared.
- Secured necessary documentation for timely loan closures, including credit reports and income verification.
- Met and consistently exceeded individual monthly sales goals through effective lead management and follow-up.
- Developed strong relationships with clients, fostering trust and encouraging repeat business and referrals.
- Collaborated with underwriters and other departments to ensure smooth loan processing and approvals.
Education
BBA - Finance
Florida State College
Jacksonville, Florida, FL12-2015
High School Diploma -
William M. Raines High School
Jacksonville, FL06.2010
Skills
- Client education
- Critical thinking
- Active listening
- Effective communication
- Task prioritization
- Microsoft Excel
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Filing and Data Archiving,
- Customer Service and Relations,
- Typing: 45 wpm
- Customer due diligence
- Cash flow management
- CRM software
- Data entry
- Call center experience
- Payment processing
- Client relations
- Microsoft outlook
- Microsoft PowerPoint
- Microsoft Office Suite
Timeline
Wealth Management Associate
Bank of America Merrill Lynch
06.2020 - 11.2025
Home Lending Customer Service Rep
Wells Fargo
12.2017 - 04.2020
Mortgage Consultant
US Bank Home Mortgage
03.2015 - 04.2016
BBA - Finance
Florida State College
High School Diploma -
William M. Raines High School