Leah Platis
Summary
Motivated and upbeat client-facing brokerage services professional with a detail-oriented, enthusiastic, and empathetic approach. Holds active Series 7, 66, 9, and 10 licenses, with comprehensive knowledge of regulatory requirements and brokerage compliance standards. A developing people leader with a passion for coaching and team growth, skilled at building strong client relationships through clear communication, active listening, and a commitment to excellence in service delivery.
Overview
18
18
years of professional experience
Work History
Sr. Specialist, CS&S Core Service
Charles Schwab
12.2022 - Current
- Develops self and takes ownership of actions and outcomes. Proactively identifies development opportunities and assists in the development of others.
- Advanced understanding of Schwab's products and service offerings, and takes ownership and resolution of work, including unique and complex issues.
- Utilize the E.D.G.E. Model in every client interaction and strive to provide "Through Client's Eyes Service" every time.
- Upholds security policy and procedures, identifying situations that require escalation, and ensures timely resolutions.
- Actively developing people-leader skills through ATM assignments.
- Guide POD Leader in Virtual; facilitate monthly meetings, 1:1s, and quarterly engagement events with my two other peer POD leaders.
- Engagement Activator participant and Virtual Book Club organizer
Advisor Dev Program - PCB
Chase Bank
Staten Island, NY
12.2019 - 12.2022
- Advised customers on banking products and financial planning options.
- Cultivated long-term client relationships through effective communication and active listening.
- Delivered personalized solutions to meet diverse client needs.
Home Lending Advisor
Chase Bank
Livingston, NJ
05.2018 - 12.2019
- Conducted meetings with applicants to gather information for loan applications and address inquiries.
- Educated customers on diverse loan products and credit options to facilitate informed decisions.
- Cultivated relationships with local real estate agents to enhance referral opportunities.
Home Mortgage Consultant
Wells Fargo Home Mortgage
Edison, NJ
02.2007 - 05.2018
- Counseled clients on home purchasing, loan processes, and relevant industry topics.
- Conducted meetings with applicants to gather information for loan applications and address inquiries.
- Established and nurtured relationships with local real estate agents to facilitate collaboration.
Education
Bachelor of Fine Arts - Dance
University of Akron
Akron, OH05.1991
Series 7, Series 66, Series 9, And Series 10
Skills
- Leadership and coaching
- Emotional intelligence
- Problem solving
- Written and verbal communication
- Self-sufficiency
- Attention to detail
- Critical thinking
- Professional engagement
Activities
- Member, Parish Council - Holy Trinity-St. Nicholas Greek Orthodox Church (2016-present, President 2018-2021, Assistant Treasurer 2022-2023)
- Member, Staten Island Business Council (2011-2019, Secretary 2013-2017)
Timeline
Sr. Specialist, CS&S Core Service
Charles Schwab
12.2022 - Current
Advisor Dev Program - PCB
Chase Bank
12.2019 - 12.2022
Home Lending Advisor
Chase Bank
05.2018 - 12.2019
Home Mortgage Consultant
Wells Fargo Home Mortgage
02.2007 - 05.2018
Bachelor of Fine Arts - Dance
University of Akron
Series 7, Series 66, Series 9, And Series 10
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