Lauren Meade
Parma,OH
Summary
Detail-oriented professional with expertise in client account management and Salesforce. Demonstrated success in delivering exceptional service and improving user experience through effective communication and organizational skills. Results-driven onboarding specialist focused on account management and compliance. Committed to enhancing customer experiences through strong relationship management and efficient operational processes.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Onboarding Specialist
Equity Trust Company
Westlake, OH
05.2023 - Current
- Executed outbound calls to establish new client accounts and provide status updates.
- Managed existing client pipeline, coordinating account funding, online access, and investment processing.
- Facilitated communication between clients and internal operations to ensure timely account funding.
- Gathered and verified transfer and investment documentation for compliance and accuracy.
- Contacted contra firms to assist clients with asset transfers and rollovers.
- Guided clients through myEQUITY portal registration and functionalities, enhancing user experience.
- Delivered exceptional service characterized by knowledge, empathy, and promptness in addressing client needs.
- Collaborated with team members to meet departmental objectives and improve overall business performance.
Relationship Banker
Chase Bank
Ohio
06.2018 - 05.2023
- As a Relationship Banker, I am highly motivated and enthusiastic about providing outstanding customer service to my clients.
- With a strong passion for building relationships, I excel in developing and maintaining meaningful connections with clients, while proactively seeking opportunities to identify their financial needs and offer appropriate solutions.
- With extensive experience in the banking industry, I am committed to making customers' lives easier by educating them about self-service options and the benefits of utilizing technology to access their accounts.
- Through my consultative approach and financial knowledge, I strive to provide customers with a personalized experience that aligns with their unique needs.
- Successfully managed and exceeded sales goals by proactively identifying customer needs and recommending appropriate financial solutions.
- Developed and implemented a new process for educating customers on self-service options, resulting in a 20% increase in customer engagement.
- Received multiple awards for exceptional customer service and cross-selling skills.
Personal Banker
Chase Bank
Lorain, Ohio
10.2015 - 06.2018
- Ensured accuracy of checks and cash deposits through verification of amounts and endorsements.
- Processed check cashing by confirming signatures and customer balances.
- Entered customer transactions into computer systems, generating receipts for each.
- Balanced cash drawer currency and checks, reconciling totals with system records.
- Promoted bank products effectively to achieve referral goals.
- Assisted clients with inquiries by cross-training on operational processes.
- Opened accounts tailored to customer needs, offering personalized support.
- Maintained compliance with relevant policies, procedures, and regulations.
Branch Operations Lead
Chase Bank
Medina, OH
10.2013 - 10.2015
- Collaborated with Branch Manager to foster welcoming atmosphere, enhancing client experience.
- Greeted clients warmly, ensuring they felt valued and appreciated upon entry.
- Demonstrated genuine care during interactions, managing lobby flow and scheduling meetings.
- Engaged clients through clear communication to understand needs and facilitate assistance.
- Anticipated client requirements while checking them into the waiting queue for smooth visits.
- Led branch operations, overseeing cash devices and swiftly resolving client issues.
- Introduced clients to branch team members for seamless service and relationship building.
- Simplified banking experiences by sharing self-service options for 24/7 account access.
Education
Some College (No Degree) - Communications
Cleveland State University
Cleveland, OHSkills
- Banking and financial services
- Microsoft Office proficiency
- Effective communication skills
- Customer relationship management
- Cold calling techniques
- Account management strategies
- Phone etiquette expertise
- Detail-oriented approach
- Organizational skills
- Computer literacy
- Salesforce proficiency
- Customer service excellence
- Microsoft Word expertise
- Multitasking ability
- Sales strategies
- Financial planning expertise
- Client onboarding processes
- Relationship building techniques
- Problem-solving skills
- Team collaboration abilities
- Written communication proficiency
Certification
- Insurance License, OH
- Notary Public
- Securities Industry Essentials, 10/01/18
- FINRA Series 6, 09/01/18
Accomplishments
- Successfully managed and exceeded sales goals by proactively identifying customer needs.
- Developed and implemented a new process for educating customers on self-service options, resulting in a 20% increase in customer engagement.
- Received multiple awards for exceptional customer service and cross-selling skills.
References
References available upon request.
Timeline
Onboarding Specialist
Equity Trust Company
05.2023 - Current
Relationship Banker
Chase Bank
06.2018 - 05.2023
Personal Banker
Chase Bank
10.2015 - 06.2018
Branch Operations Lead
Chase Bank
10.2013 - 10.2015
Some College (No Degree) - Communications
Cleveland State University