Faye Allen
Blue Hill
Summary
Dynamic professional with a proven track record at Machias Savings Bank, excelling in cash flow and portfolio management. Leveraged CRM software expertise and exceptional relationship-building skills to enhance client satisfaction and drive business growth.
As customer service professional, brings valuable experience in addressing and resolving customer issues effectively. Known for strong focus on team collaboration and achieving positive outcomes. Reliable and adaptable with excellent communication and problem-solving skills.
Overview
26
26
years of professional experience
Work History
Financial Advisor Assistant
Atlantic Wealth Planning Group
11.2023 - Current
- Facilitated new client onboarding process and investment account setup.
- Assisted in the preparation of client presentations, offering valuable input on content design and layout to optimize information delivery.
- Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.
- Provided administrative support for new account opening procedures following established compliance guidelines closely.
- Streamlined office operations by implementing efficient organizational systems to manage client information and documentation.
AVP Cash Management Portfolio Manager
Machias Savings Bank
03.2020 - 10.2023
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
- Increased revenue by developing targeted sales strategies tailored to specific customer segments. Specifically targeting the ARPA funding for the municipalities.
- Collaborated with branch managers in order to grow business partners through prospecting.
Travel Consultant
AAA Northern New England
07.2019 - 02.2020
- Built strong relationships with clients through exceptional communication and personalized service.
- Organized trips for individual, family and business travelers.
- Worked closely with clients to understand unique needs and meet specific travel desires.
- Maintained accurate records of bookings, payments, and client information for smooth operations and future reference.
AVP Cash Management Specialist
Bar Harbor Bank & Trust
03.1999 - 05.2019
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Reduced budgetary expenditures by effectively negotiating rates on securities and repurchase agreements.
- Delivered exceptional customer service by promptly addressing inquiries and resolving issues related to cash management services.
- Developed successful relationships with banking partners, negotiating favorable terms for clients'' accounts and transactions.
Education
High School Diploma -
Litchfield High
Litchfield, CTSkills
- CRM software experience
- Cash flow management
- Portfolio management
- Customer service
- Problem-solving
- Attention to detail
- Multitasking and organization
- Relationship building and management
Timeline
Financial Advisor Assistant
Atlantic Wealth Planning Group
11.2023 - Current
AVP Cash Management Portfolio Manager
Machias Savings Bank
03.2020 - 10.2023
Travel Consultant
AAA Northern New England
07.2019 - 02.2020
AVP Cash Management Specialist
Bar Harbor Bank & Trust
03.1999 - 05.2019
High School Diploma -
Litchfield High
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