Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

June Ezeadiugwu

San Antonio,TX

Summary

Team-oriented individual promoting exemplary presentation, project management, and risk oversight skills. Demonstrative Scrum Master with a background in communicating effectively with and leading high-performance teams. Considered an expert in prioritizing tasks and optimizing workflows.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Customer Service Specialist III – Team Lead

ASM Research
06.2021 - 05.2023
  • Successfully holds Public Trust MBI clearance
  • Supported, coached, and developed, and monitored talent within team in relation to systems, processes, and behavior by sharing best practices to motivate team to improve the quality
  • Utilized Salesforce, Nice CXone Solutions, and Jira
  • Performance evaluations were at a service level of 99.42% maintaining excellent customer focus
  • Worked closely with IT to test and run systems to meet client's expectation
  • Challenged working methods and practices to provide creative solutions and clarity for customers.

Project Management Associate

Cuellar and Associates LLC
07.2020 - 11.2020
  • Created content and contributed to the development of marketing and promotional materials for educational seminars to prospective clients
  • Reported, strategized and discussed the status of project directly to CEO and Investment Director
  • Streamlined and created policies and procedures to gear the agency to meet compliance standards
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Trained financial advisors to mee 100% of their license requirement

Associate Financial Advisor

Northwestern Mutual
12.2016 - 04.2020
  • Worked directly with the Field Director and Managing Director on the overall district office financial planning practice
  • Maintained and managed all compliance records in accordance with strict NASD and FINRA rules & regulations
  • Developed and nurtured prospects and opportunities through the sales lifecycle and onboarding
  • Successfully provided project management support business development initiatives for a series of educational seminars to aid new client acquisition backed by thorough research and analytics
  • Reached sales targets and maintained a customer retention rate of 90% on all accounts managed
  • Initiated and proposed distribution, accumulation, and tax-sensitive strategies incorporating variable annuities, mutual funds, and permanent life insurance processes, resulting in a 36% YOY premium increase overall.

Retail Sales Consultant

AT&T
04.2016 - 12.2016
  • Showed exemplary knowledge in all AT&T diverse wireless products & services, pricing plans, promotions, and service features for these products - mobile phones, wireless devices, cable, and home security
  • Met monthly sales goals across all product lines and received the Store Achievement Award for cross-selling the greatest number of accessories for the summer contest in 2016

Virtual Financial Advisor

Investment Professionals Inc
02.2015 - 02.2016
  • Successfully developed and implemented a Financial program and product geared towards Millennial clientele on cash management, investment, and protection strategies which resulted in new clientele acquisition growth of 20%
  • Built training plan, and presentations and trained all 20 BankMobile representatives on how to recognize referral opportunities for Millennial investment products on a full-day workshop
  • Financial Planning policies and procedures at firm to streamline new and existing procedures which resulted in a 46% increase in fee-based planning in the first quarter of implementation
  • Conducted onsite and virtual training to 50 Financial Consultants to increase utilization of SalesForce manage book of business and MoneyGuidePro, a financial planning software to increase efficiency and productivity which resulted in significant growth and customer retention.

Financial Advisor

USAA
09.2014 - 02.2015
  • Earned most effective advisor award in accounts opening in Investment Management Company in June 2014 and July 2014
  • Analyzed the financial needs of clients and developed tailored strategies to meet goals

Escalation Specialist II & Licensed Representative I

Citigroup
04.2011 - 10.2013
  • Excelled in two distinct roles on a specialized team that handled wire and bank-related escalations, investment inquiries, and leading associates on new products, services, and application platforms
  • Coordinated with OFAC compliance and Fraud Taskforce for escalated wire transfer issues.
  • Exceeded first call resolution KPI by 34%

Education

B.B.A -

Columbia Southern University
Orange Beach, AL
05.2024

Skills

  • Help Desk Support
  • Escalation Management
  • Database Management
  • Agile Best Practices
  • Customer Interaction
  • Advanced problem solving
  • Sales expertise
  • Relationship building and management
  • Technical Support
  • Process flow analysis

Certification

  • Certified Scrum Master, ScrumAlliance
  • Chronicle SIEM Fundamentals, Google
  • Chronicle Certified SOAR Analyst ( CCSA), Google
  • Chronicle SOAR Fundamentals V6 ( CSFv6), Google
  • Chronicle SOAR Fundamentals ( CSF)


Timeline

Customer Service Specialist III – Team Lead

ASM Research
06.2021 - 05.2023

Project Management Associate

Cuellar and Associates LLC
07.2020 - 11.2020

Associate Financial Advisor

Northwestern Mutual
12.2016 - 04.2020

Retail Sales Consultant

AT&T
04.2016 - 12.2016

Virtual Financial Advisor

Investment Professionals Inc
02.2015 - 02.2016

Financial Advisor

USAA
09.2014 - 02.2015

Escalation Specialist II & Licensed Representative I

Citigroup
04.2011 - 10.2013

B.B.A -

Columbia Southern University

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June Ezeadiugwu