Kedishia Grant

• Cultivate lasting relationships by consistently exceeding expectations in communication, professionalism, and results-driven tailored advice for a diverse portfolio of clients.
• Facilitate comprehensive client meetings focused on investment strategies, positively influencing retirement and personal finance outcomes.
• Collaborate with financial planning team to create and deliver detailed financial plans.
• Conduct monthly progress report meetings with program managers from institutional partners, building trust and increasing referrals to our team.
• Represent our team at conferences and advisor summits, effectively communicating our value proposition for expansion efforts.
• Coordinate volunteer efforts for approximately 70 advisors through Women in Finance program to support community engagement.

Member, Employee Council

• Cultivate a culture of innovation, passion, and open dialogue among employees.
• Promote strong employee advocacy and drove positive transformation within the business.

Co-leader Development Team, Client Success Department

• Foster an atmosphere of knowledge sharing to empower ongoing learning and professional growth.

• Advanced from Training Financial Advisor Program to Associate Advisor, enhancing business value.
• Conducted 4 financial reviews on average daily with clients to uncover areas of opportunity, and then deliver solutions that help to retain and acquire new business.
• Provided stock market updates and report on changes in operational procedures during weekly team meetings to ensure all advisors are on the same page.
• Mentored incoming Training Advisors, which allows for a smooth onboarding process.

• Demonstrated solid organizational, multi-tasking and prioritizing skills, resulting in my induction to the Rising Stars leadership program designed to shape future Wells Fargo leaders.
• Conducted call calibrations and coaching sessions to provide feedback to Home Equity Bankers on best practices, which improves customer experience management.
• Trained teammates on new campaigns which enhanced their confidence to perform resulting in 97% compliance rate and increased productivity.
• Organized interactive and informative activities for the Diversity and Inclusion Committee for over 200 colleagues which cultivates a sense of workforce inclusiveness.
• Cross-sold Wells Fargo’s products, services or partners resulting in over 85% daily success rate in retaining and acquiring customers.
• Partnered with the Affluent Relationship Banking team in an outbound outreach effort inviting high valued customers to the premier and advising resources available to them, which allows for additional business.
• Launched and maintained a professional blog which fosters transparent communication among team members and management to share best practices and internal happenings.

• Recommended the credit union’s services and products to over 20 members daily who enter the branch for non-member services, which helps with expansion efforts and customer retention.
• Assisted the marketing team by distributing promotional items at concerts and sporting events which positioned the credit union as an alternate banking option to potential members.

• Educated over 100 university students on the benefits of managing their finances, which increased the number of student checking accounts opened.
• Performed loan payment processing, Regulation E and fraud claims resolution resulting in adherence to both TCF and Federal Regulations guidelines.
• Maintained accurate balancing or loss records resulting in consistently exceptional reviews from auditors.

• Summarized over 26 Journal articles into a literature review that was selected to be presented at an annual symposium.
• Compiled and edited information gathered from phone surveys for efficient review by the lead researcher, resulting in pre-deadline completion.

• Completed intensive quantitative writing, critical thinking, and policy training at the Junior Summer Institute to develop transferable skillsets for professional careers.

• Maintained confidentiality in handling sensitive information in the Student Resource and Women's Center.
• Enhanced office efficiency by managing schedules, organizing files, and directing over 25 students per day to different counselors and services to suit their academic needs.
• Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.

• Boosted sales revenue by identifying customer needs and recommending appropriate products or services from Delta's car rental and hotel vendor partners.
• Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
• Managed over 100 flight reservation phone calls daily in an efficient manner and effectively resolved all customer concerns.
• Produced up-to-date information regarding the airline's policies and procedures to customers, which alleviated any confusion with rule changes.
• Provided navigational assistance for online customers to enhance their booking experience.