Jenna Malone

• Establish rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning.

• Understand participant needs and outline appropriate solutions leveraging TIAA products and services and explain viable options using clear and simple explanations.

• Answer participant questions by communicating financial plan details and providing further explanations when necessary.

• Execute transactions and service requests on behalf of participants.

• Maintain records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed.

• Refer participant to business partners when appropriate to help the participant achieve their desired outcome.

• Provide small business customers with service and sales to enhance their business portfolios
• Deliver financial solutions tailored to each client's individual needs and demonstrate a professional and financial understanding of the industry
• Manage customer portfolio and cross-sell all products and services
• Offer guidance and personalized solutions to help meet client's financial plans and goals.

• Consistently overachieved annual performance targets for revenue generating customer interactions
• Actively participated in customer education projects for several banking products including Chase Mobile App
• Participated in several team projects to foster culture of accountability, collaboration and healthy competition.