Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Generic

Effie Moran

Atlanta,GA

Summary

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Overview

18
18
years of professional experience

Work History

Relationship Manager I

Morgan Stanley
09.2023 - Current
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Manages compliance with the company's standards, internal controls, and risk management protocols to reduce operational and compliance risks effectively
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
  • Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

Bartender

Atlanta Airport Marriott
04.2023 - Current
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Efficiently closed the bar according to established procedures, ensuring preparedness for each shift.
  • Contributed to a positive work environment through effective teamwork and communication with colleagues.
  • Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
  • Kept bar presentable and well-stocked to meet customer needs.
  • Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
  • Followed alcohol awareness procedures for preventing excessive guest intoxication.
  • Reduced wait times for drinks by efficiently managing the bar area and prioritizing orders.
  • Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.
  • Upsold menu items to customers, driving up per sale revenues and maximizing profits.

Revenue Pricing Analyst

United Postal Service, UPS
01.2021 - 06.2023
  • Conducted regular price reviews, maintaining up-to-date knowledge of industry trends and competitor activities.
  • Reduced discrepancies in financial reporting by implementing strict quality control measures for pricing data.
  • Oversee a portfolio of key accounts, ensuring alignment of pricing strategies with client expectations and contractual agreements.
  • Assisted sales teams in creating tailored solutions, maximizing profitability and customer satisfaction.
  • Assessed profitability in effort to make adjustments using both company and marketplace data to develop decisive pricing.
  • Monitored competitors' pricing activities to make effective decisions that would improve company revenue.

Dispatch Supervisor

United Parcel Services, UPS
07.2018 - 01.2021
  • Provide on-the-spot training and leadership to effectively manage a fleet of drivers to support UPS's objectives.
  • Ensured compliance with local, state, and federal regulations governing emergency response dispatch activities.
  • Collaborated closely with other departments within the organization to optimize workflow processes across teams.
  • Championed safety protocols within the dispatch department, conducting regular reviews of procedures and ensuring adherence to established guidelines at all times.
  • Managed daily workloads, ensuring all available personnel were utilized effectively to meet service demands.
  • Created a positive work environment through open communication channels and fostering teamwork among staff members.
  • Streamlined dispatch operations by implementing efficient scheduling and routing strategies.
  • Supervised team of 10 employees and provided training focused on maximizing overall performance.
  • Organized regular staff meetings for information sharing purposes, addressing any issues or concerns raised by team members promptly and professionally.
  • Implemented schedule and policy changes and collaborated with management to formulate new policies, procedures, and goals.
  • Assisted in resolving conflicts between drivers or customers when necessary, employing diplomacy skills and ensuring the best possible outcomes for all parties involved.
  • Directed dispatching, routing, and tracking of 300 fleet vehicles.

Revenue Recovery Supervisor

United Postal Service, UPS
02.2017 - 07.2018
  • Established the accuracy audit procedures to validate and improve the accuracy of financial reporting
  • Served as a subject matter expert in revenue recovery processes and best practices, providing guidance and support to colleagues throughout the organization.
  • Collaborated with cross-functional teams to identify opportunities for process improvements that led to increased efficiency in revenue recovery efforts.
  • Enhanced revenue recovery rates by implementing efficient tracking and monitoring systems.
  • Identified areas for improvement in team performance, providing targeted coaching and support for staff members.
  • Analyzed data trends to identify patterns in billing discrepancies, resulting in more accurate invoicing and reduced instances of underpayment or overpayment by clients.

Operation Associate

Morgan Stanley Wealth Management
02.2006 - 03.2016
  • Performed various operational tasks related to client account maintenance, including opening new accounts, updating client information, and ensuring compliance with regulatory requirements
  • Processed and reviewed client transactions, such as trades, transfers, deposits, and withdrawals, ensuring accuracy and adherence to internal policies and procedures
  • Conducted daily, monthly, and periodic reconciliations of client accounts, positions, and transactions to identify and resolve discrepancies.

Education

Bachelor of Arts - Business Administration

Kentucky State University
Frankfort, KY
12.2005

Skills

  • Data analysis
  • Self-Motivated
  • Multitasking Abilities
  • Data Collection
  • Customer Relationship Management
  • Relationship Building
  • Time Management
  • Risk Management
  • Team Leadership

Personal Information

Title: Revenue Pricing Analyst

Timeline

Relationship Manager I

Morgan Stanley
09.2023 - Current

Bartender

Atlanta Airport Marriott
04.2023 - Current

Revenue Pricing Analyst

United Postal Service, UPS
01.2021 - 06.2023

Dispatch Supervisor

United Parcel Services, UPS
07.2018 - 01.2021

Revenue Recovery Supervisor

United Postal Service, UPS
02.2017 - 07.2018

Operation Associate

Morgan Stanley Wealth Management
02.2006 - 03.2016

Bachelor of Arts - Business Administration

Kentucky State University

Similar Profiles

CREATE PROFILE
Effie Moran