DESIREE ARCE
Senior Consultant
Orlando,FL
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
5
5
Certifications
1
1
Language
Work History
Life Solutions Center Consultant
Pyramid Consulting
11.2023 - Current
- Identifies member concerns and provides solutions using critical thinking while balancing both the interests of the member and the interests of the company
- Supports a collaborative, problem-solving environment with peers to identify trends and provide alternatives that foster a better member experience
- Resolves a variety of member needs according to established business procedures while working to retain policies
- Promotes and fosters changes with a positive and constructive outlook to assist in the growth of the Pet business
- Maintains detailed and accurate documentation on all member interactions
- Communicates and interacts professionally with other departments and members to resolve and de-escalate issues as necessary
- Prepares and processes correspondence to members upon request.
Asset Transfer - Operations Specialist
Charles Schwab
09.2021 - 07.2022
- Applied expertise and judgement in providing quality, and complex client service and support to internal and external clients on daily basis, including phone interaction, problem resolution, transaction processing, and updates to client accounts in timely manner
- Performed variety of operational tasks in product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions
- Helped to resolve escalated issues
- Provided guidance to less experienced representatives, as needed.
Estate Services Relationship Specialist
Charles Schwab
04.2020 - 09.2021
- Provided high-touch customer service for clients and advisors within Schwab Estate Services, a specialized organization of the broader Schwab Operational Services Enterprise
- Promoted to position from Financial Services Representative within a year and passed SIE exam
- Managed and supervised hundreds of clients cases from beginning to end
- Inspire client loyalty by providing experienced Estate guidance to clients and advisors.
Branch Manager
Fifth Third Bank
09.2018 - 12.2019
- Built a solid book of business focused on sales development and relationship building through promotion of deposits, loans, fee-based services and retention of customers while providing specialized care and service to existing and prospective bank customers
- Met and exceeded lending and referral goals by %150
- Successfully completed the Financial Center Manager Development Program.
Education
BBA - Project Management, Marketing
Marian University
Indianapolis, IN 05.2015 - 05.2019
Skills
Customer MonitoringMarketing MaterialsBilingual SpanishLean Six Sigma
FINRA rules
Relationship management
Agile project management
PersuasiveCreative
Analysis skillsCommunication skillsDocumentation ReviewSalesforce Marketing Cloud
Websites
Certification
Digital Marketing Certification
Timeline
Life Solutions Center Consultant
Pyramid Consulting
11.2023 - Current
Asset Transfer - Operations Specialist
Charles Schwab
09.2021 - 07.2022
Estate Services Relationship Specialist
Charles Schwab
04.2020 - 09.2021
Branch Manager
Fifth Third Bank
09.2018 - 12.2019
BBA - Project Management, Marketing
Marian University
05.2015 - 05.2019