KRISTIN EKBERG
RESEDA,CA
Summary
Experienced financial services professional dedicated to delivering exceptional client service. Expertise in client relation management, portfolio management, opening new accounts, and onboarding clients. Proven track record of effectively managing high-net-worth clients while maintaining strict adherence to confidentiality and industry compliance regulations. Adept at collaborating with teams to achieve collective goals. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
11
11
years of professional experience
Work History
RELATIONSHIP BANKER
Bank of America
06.2019 - 06.2024
- Professionally and efficiently served as the primary point of contact for high-net-worth clients, addressing inquiries, concerns, and processing transactions while maintaining accurate records on multiple software programs
- Created and cultivated strong client relationships through proactive communication and personalized service
- Effectively promoted bank promotions of products, achieving growth in company revenue
- Analyzed financial data to deliver customized solutions
- Opened various checking, savings, credit card and auto loans accounts
- Led client education on digital banking solutions, effectively increasing client usage of digital tools
- Proactively engaged clients with prepared presentations of targeted financial advice in line with reaching their financial goals
- Assisted wealth management advisors by analyzing client financial information and developing quality referrals for investment accounts
- Ensured compliance with AML, KYC, and BSA/AML regulations, minimizing risk while adhering to Due Diligence protocols
- Completed branch operations, servicing ATMs, cash vault, forecast shipments
- Conducted dual opening and closing procedures
- Maintained paper files and ensured compliance
- Decreased branch revenue loss by investigating and correcting teller or Vault cash differences by end of day ensuring successful audits.
CLIENT SERVICE REPRESENTATIVE
Bank of America
06.2019 - 06.2024
- Provided exceptional client service, identifying client needs and offering suitable financial products and services
- Utilized multiple software applications to quickly and accurately process customer credit and debit transactions while simultaneously identifying clients needs and suggesting suitable products
- Facilitated warm transfers to specialists
- Increased client retention by quickly resolving complaints with tailored solutions
- Managed the onboarding process for new clients, ensuring a seamless transition and adherence to compliance protocols
- Conducted detailed account management, including processing transactions, resolving discrepancies and maintaining accurate financial records
- Collaborated with team members to ensure smooth daily operations and compliance with regulatory requirements
- Developed and presented financial analyses to support client meetings and decision-making
- Conducted foreign currency exchange and bank wires, maintaining compliance and precise records.
PERSONAL ASSISTANT
DR. E. Isenberg
04.2013 - 08.2018
- Oversaw household financial records, optimizing expense tracking and implementing a structured budgeting system, ensuring financial accuracy and reducing household expenses
- Maintained meticulous financial records and inventory logs, enhancing household efficiency and supply management
- Streamlined household operations, reducing maintenance costs through effective vendor management
- Liaised with contractors for home improvement projects, ensuring timely and cost-effective completion
- Optimized household schedules, significantly improving time management and reducing daily task overlap
- Executed errands and personal shopping in a timely manner
- Handled laundry and wardrobe organization, maintaining impeccable clothing care
- Provided personal assistance to household members, enhancing daily routines and improving overall household harmony
- Conducted regular audits of household supplies, ensuring optimal stock levels and preventing shortages
- Developed a household safety protocol, reducing accident occurrence and improving overall safety.
Education
HOME ENERGY AUDITOR APPRENTICE CERTIFICATE -
Building Performance Institute
Bakersfield, CA04.2013
LIFE & HEALTH INSURANCE AGENT LICENSE -
New York State Department of Finance
Albany, NY02.1993
NEW YORK STATE REGENTS DIPLOMA -
Harrisville High School
Harrisville, NY06.1981
Skills
- Communication (written & Verbal)
- Listening & Comprehension
- Analytical
- Resourceful
- Organized
- Detail-oriented
- Time Management
- Multitasking
- Microsoft Suite
- Salesforce
- Adaptability
- Account management
- Customer service
- Sales
- Cash Handling
- Document Management
- Electronic File Management
- CRM
- Payment processing
- Analytical problem resolution
- Critical thinking
- Collaborative
- Independent Capabilities
Timeline
RELATIONSHIP BANKER
Bank of America
06.2019 - 06.2024
CLIENT SERVICE REPRESENTATIVE
Bank of America
06.2019 - 06.2024
PERSONAL ASSISTANT
DR. E. Isenberg
04.2013 - 08.2018
HOME ENERGY AUDITOR APPRENTICE CERTIFICATE -
Building Performance Institute
LIFE & HEALTH INSURANCE AGENT LICENSE -
New York State Department of Finance
NEW YORK STATE REGENTS DIPLOMA -
Harrisville High School
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