Emily Keener
Henrico,VA
Summary
Experienced Senior Associate driven to optimize processes and streamline operations for team efficiency. Decisive leader with an analytical and flexible approach to solving problems.
Overview
10
10
years of professional experience
Work History
Senior Associate - Client Administration
TCV Trust & Wealth Management
Richmond, VA
09.2022 - Current
- Served as liaison, facilitating communication between management and associates.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Analyzed customer data to identify trends and anticipate customer needs.
- Gathered financial information, prepared documents, and closed books.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
Operations Manager
Wells Fargo
Henrico, VA
01.2022 - 09.2022
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and implemented strategies to maximize customer satisfaction.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Personal Banker
Wells Fargo
Glen Allen, VA
02.2019 - 01.2022
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Bakery Team Member
Wegmans
Henrico, VA
03.2016 - 05.2019
- Maintained tidy and organized work area to comply with cleanliness standards.
- Monitored counter and display inventory by replacing stock and requesting new products from kitchen to keep areas well-stocked for maximum sales.
- Listened to customer needs and desires to identify and recommend optimal products.
- Built customer loyalty and retention by delivering excellent shopping experiences.
Teller
Wells Fargo
Mechanicsville, VA
02.2018 - 02.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Accounting Clerk (Internship)
Social Impact, Inc.
Arlington, VA
08.2015 - 11.2015
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Input high volume of monthly invoices with consistent accuracy.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Completed financial reports, providing insight into performance, operations and cash flow.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
Education
Associate of Science - Applied Psychology
J Sargeant Reynolds Community College
Richmond, VA05.2026
Skills
- Regulatory Requirements
- Audit Engagements
- Best Practices and Methodologies
- Systems Thinking
- Operational Efficiency
- Bookkeeping
- Finance
Timeline
Senior Associate - Client Administration
TCV Trust & Wealth Management
09.2022 - Current
Operations Manager
Wells Fargo
01.2022 - 09.2022
Personal Banker
Wells Fargo
02.2019 - 01.2022
Teller
Wells Fargo
02.2018 - 02.2019
Bakery Team Member
Wegmans
03.2016 - 05.2019
Accounting Clerk (Internship)
Social Impact, Inc.
08.2015 - 11.2015
Associate of Science - Applied Psychology
J Sargeant Reynolds Community College