Keylin Davis

• Processed incoming and outgoing wire transfers ranging from $5K–$200K with accuracy, using Salesforce, Excel, and InfoVisa to maintain detailed transaction records.
• Verified and distributed invoices for internal accounting and client accounts, maintaining meticulous documentation to prevent errors and ensure compliance.
• Facilitated investment transactions for clients, including in-kind transfers and precious metals liquidation, ensuring proper reporting and adherence to regulations.
• Collaborated with marketing and business development teams to generate company leads, coordinate video setups, and support client engagement initiatives.
• Troubleshot client account access issues, securely restoring credentials to maintain uninterrupted service.
• Reconciled client accounts and transaction records, resolving discrepancies promptly to support accurate financial reporting.
• Maintained confidentiality and security for high-net-worth client data while managing complex administrative tasks.
• Assisted clients in on boarding an account set up, including verifying banking information processing credentials, and ensuring compliance with trust and retirement account regulations

• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Process and review high-volume financial transactions while ensuring adherence to banking regulations and internal controls.
• Investigate and resolve account discrepancies through detailed account research and documentation review.
• Maintain accuracy across multiple financial systems when entering and updating account information.
• Collaborate with internal departments to resolve billing and account-related issues efficiently.
• Reduced escalations by 20% through proactive issue identification and timely resolution.

Forward Stocking Operations| Las Vegas

Transfer

• Assisted general manager with operations game plan and company initiatives implementation.
• My primary responsibility as an integral part of the supply chain was to supervise day to day operations and administrative responsibilities
• Ensuring smooth and effective operations while providing a multitude of services to department and management (team size about 10-20 people)
• Essential duties were to plan and implement warehouse operations to meet quality and productivity metrics
• Troubleshoot issues, maintaining inventory accuracy, and performing follow-ups when discrepancies arise
• Increase in sales under leadership (promoted from field sales lead to supervisor)
• Increased daily inventory time counts for metrics dealing with all products

Ca| Las Vegas

Transfer

• Deliver technology products on time to customers homes and or businesses that ordered from AT&T website about 5-10 visits a day
• Drove sales of company products and services by meeting with customers using strategic and organized approach.
• Identified customer needs by asking questions and advising on best solutions.
• Provide an amazing personal experience and customer service in every visit while troubleshooting technological solutions
• Fast paced environment
• Meeting and or exceeding daily performance goals
• Knowledge of ongoing promotions and or basic knowledge of troubleshooting technical problems
• Assisting customers transferring information from one device to another
• Daily meetings that center around overcoming objections with intent of winning together as a team

• As a Mobile Expert my job was to exude a positive un-carrier experience to people and customers construct that attracts top talent, promotes sales and service expertise, and anticipates a digitally accelerated future
• Describes merchandise and explains use, operation, and care of merchandise to customers
• Builds customer confidence by making the store experience un-carrier authentic, interactive, engaging and reassuring