Karine Lunde
Summary
At Edward Jones, I leveraged my financial services support and exceptional communication skills to enhance client satisfaction and streamline operations, resulting in increased loyalty and branch efficiency. With 30 plus years in the financial industry experience prioritizing multiple tasks requiring prompt solutions. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.
Highly dependable, ethical and reliable support specialist and leader that blends operational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
29
29
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
11.1995 - Current
- Extensive experience in the financial services industry and products and resources available to meet an individuals strategies.
- Strong financial acumen and an ability to explain complex processing to clients in an easy to understand format.
- Kept high average of performance evaluations.
- Resolved issues through active listening and open-ended questioning.
- Tracked office vendors and supplies and restocked as necessary.
- Client communications, financial processing, registration, recordkeeping, and other administrative functions.
- Ensured regulatory compliance by staying current on industry standards and implementing appropriate policies and procedures.
- Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
- Fostered strong relationships with clients, leading to increased loyalty and repeat business.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Increased branch efficiency by streamlining office processes and implementing time-saving strategies.
- Supported clients'' needs by providing timely responses to inquiries regarding account status or transactions processed.
- Input financial data and produced reports for review by the Financial Advisor.
- Entered financial data into company system with stringent adherence to data security protocols
- Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
- Developed customized service plans tailored to individual client needs, resulting in increased retention rates.
- Nurtured long-term relationships with clients, fostering loyalty and business growth opportunities.
- Successfully resolved escalated client issues, restoring trust and safeguarding the company''s reputation.
- Kept accurate records to document customer service actions and discussions.
- Took ownership of customer issues and followed problems through to resolution.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Skills
Customer Engagement
Scheduling and Planning
Strategic Planning
Financial services support
Problem-Solving
Excellent Communication
Team Collaboration
Active Listening
Decision-Making
Phone and Email Etiquette
Documentation and Recordkeeping
Task Prioritization
Coaching and Mentoring
Interpersonal Skills
Office Management
Timeline
Senior Branch Office Administrator
Edward Jones
11.1995 - Current
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