A dynamic leader with a proven track record at Bank of America, NA, I excel in portfolio optimization and fostering robust client relationships. Spearheaded major financial projects, achieving strategic goals through innovative solutions and cross-functional team leadership. Expert in risk management and customer service, I drive growth and operational excellence.
Experienced Customer Service Executive with over 20 years in the financial & banking industries, specializing in both team & project management, staff training, and operational excellence. Known for fostering collaboration across teams & stakeholders to streamline processes, elevate customer satisfaction, and achieve strategic objectives. Recognized as a detail-oriented and adaptable leader, consistently delivering outstanding results in various professional environments.
· Serve as the primary project liaison for domestic and international commercial and public sector clients, managing a portfolio ranging from $50M to $2B, ensuring tailored financial solutions meet strategic needs.
· Directly implement all projects and client requests, collaborating closely with key stakeholders to ensure seamless execution and alignment with client objectives and regulatory requirements.
· Conduct and facilitate web-based conference calls to foster communication and alignment among stakeholders throughout project lifecycles.
· Manage legal documentation, including contract reviews and client correspondence, to uphold rigorous operational standards and ensure high client satisfaction.
· Develop and facilitate the Sales & Service Specialist Foundational Skills training program for the New England Region, enhancing team capabilities to deliver exceptional client service.
CT-Life Insurance
Series 63
Series 6