Summary
Overview
Work History
Education
Skills
Training
References
Timeline
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Jeanne "Chele" Prince

Jeanne "Chele" Prince

Orlando

Summary

Private Wealth Specialist at Accenture with expertise in client relationship management and problem resolution. Achieved 100% client satisfaction through streamlined communication processes. Proficient in Microsoft Office, ensuring attention to detail and effective communication to enhance high-net-worth client experiences.

Overview

21
21
years of professional experience

Work History

Private wealth Specialist

Accenture
Charlotte
11.2024 - Current

Delivered differentiated servicing and problem resolution experiences to assigned Truist Wealth clients via virtual channels.
Acted as a liaison between clients, Wealth teams, and internal partners to ensure seamless service delivery.
Collaborated within a complex, team-oriented environment to support high-net-worth client needs.
Streamlined communication processes to enhance response times and client satisfaction.

Private Wealth Solutions Specialist

Truist Bank
Charlotte
01.2019 - Current
  • Loan Servicing - Assisting clients with their loan and Line of credit accounts and any complaints or concerns they may have.
  • Private Wealth - An extension of the Truist Wealth Advisor's in-market team committed to providing a differentiated servicing and problem resolution experience to assigned Truist Wealth clients via virtual delivery, i.e. telephone, email, chat, etc. Work in a complex, team-oriented, and fast paced environment acting as liaison between clients, Wealth teams, and other internal partners to deliver a seamless and integrated servicing approach to Truist's high net-worth clients.
  • Received 100% client satisfaction three months in a row.
  • Accomplished receiving promotion only after one year.
  • Participated in charity events for the Bank.
  • Making of Meaningful impact in 2020.

Call Transfer Agent

Hilton Grand Vacations
Orlando
01.2016 - 01.2017
  • Received inbound calls from customers who have opted to transfer over from non-Hilton Grand Vacations marketing partners to hear about Hilton Grand Vacations promotional offerings.
  • Secured multiple large vacation packages (Hawaii, Scotland and Cruises) in a month.
  • Developed and distributed materials that showcased all 10 of our destinations.

Appointment Setter

Acorn Stairlifts
Orlando
01.2015 - 01.2016
  • Contacted existing clients to discuss solutions that we offer to assist with their difficulties with their stairs. Answer customer questions regarding features, pricing and funding.
  • Maintained a 30% and above lead to appointment conversion rate.

Sales Associate

Bloomingdale’s
Orlando
01.2013 - 01.2015
  • Furniture, Mattress and Rug Sales Associate, new client sales and service and existing client’s retention, client service.
  • Assisted in managing inventory for all three departments.

Personal Banker

JP Morgan Chase
Orlando
01.2005 - 01.2012
  • Started at the call center in San Antonio, Texas as Customer Service Banker, moved into the Retention department then into New Sales department. Transferred to branch level in Orlando, Florida as Personal Banker.
  • Performed support related to branch operating procedures and financial services; processed all new account transactions; assisting customers in their selection of various accounts and financial services; introduced the Bank's products and services; performed branch clerical duties; promoted business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.
  • Customer Service Satisfaction Award 2005.
  • Schedule Adherence Award, five times in 2006.
  • Top Performing Online Team, three times 2008.
  • Top 10% of Bankers On-Site Award, 2009, 2010.

Education

Licensed -

American College of Real Estate
San Antonio, Texas
01.1981

High School Diploma - Business

Theodore Roosevelt High School
San Antonio, TX

Skills

  • Microsoft Office proficiency
  • Attention to detail
  • Professional demeanor
  • Results orientation
  • Self-direction
  • Client focus
  • Client relationship management
  • Wealth management
  • Problem solving
  • Effective communication
  • Conflict resolution
  • Customer service

Training

  • Loan Servicing Training
  • Business Banking
  • Consumer Credit Card Training
  • Customer Care Training
  • Fraud Training
  • Digital Support
  • Train the Trainer

References

References available upon request.

Timeline

Private wealth Specialist

Accenture
11.2024 - Current

Private Wealth Solutions Specialist

Truist Bank
01.2019 - Current

Call Transfer Agent

Hilton Grand Vacations
01.2016 - 01.2017

Appointment Setter

Acorn Stairlifts
01.2015 - 01.2016

Sales Associate

Bloomingdale’s
01.2013 - 01.2015

Personal Banker

JP Morgan Chase
01.2005 - 01.2012

Licensed -

American College of Real Estate

High School Diploma - Business

Theodore Roosevelt High School