LISNERY POLANCO
Atlanta
Summary
Financial services professional with over six years of experience supporting clients, reviewing account activity, and resolving complex issues. Strong attention to detail and a proven ability to work efficiently in fast-paced environments while maintaining accuracy. Recognized for sound judgment, problem-solving skills, and a commitment to delivering excellent service.
Overview
11
11
years of professional experience
Work History
Emerging Wealth Solutions, PRM II
Morgan Stanley (E*TRADE)
Alpharetta
01.2023 - Current
- Serve as a primary point of contact for clients, managing high volume requests and delivering timely, accurate support to enhance overall client experience in the Equity Compensation Plan Department of ETRADE
- Execute and process client transactions, including money movement, account updates, and inquiries, ensuring strict adherence to firm policies and operational controls.
- Support account onboarding and maintenance, further partnering with Financial Advisors to retain client portfolios in platform, exceeding a conversion rate of over 20% in the first quarter of 2026.
- Review and verify account changes and client documentation with 100% adherence to AML and risk control procedures, minimizing errors and ensuring compliance.
- Collaborate cross-functionally with different departments to resolve client issues, escalate complex requests, and ensure efficient service delivery.
- Educate clients on digital platforms such as ETRADE and DocuSign to improve adoption, enhance security, and reduce fraud risk.
Teller
Wells Fargo
Oceanside
08.2019 - 10.2023
- Delivered exceptional client service while managing high-volume transactions in a secure, compliant, and accuracy driven environment.
- Conducted financial transactions including deposits, withdrawals, check cashing, and wire transfers with strict adherence to fraud and AML protocols.
- Demonstrated expertise in cash management by performing cash movements from the vault to the drawer, troubleshooting ATM jams, and maintaining cash balances in accordance with bank policies and guidelines.
- Monitored account activity for suspicious behavior and followed escalation procedures for potential fraud, account misuse, or identity discrepancies.
- Generated banker referrals to enhance client financial planning, demonstrating proactive customer service.
- Coordinated banker appointments for clients, organized office supplies, and supported team operations with updated policy & procedure materials.
Personal Banker
Wells Fargo
Metuchen
11.2021 - 11.2022
- Researched, analyzed, and acquired strong knowledge of Wells Fargo's banking products and services to offer customized solutions to clients.
- Presented tailored banking solutions to customers, driving account openings, credit applications, and financial guidance referrals.
- Adhered to banking regulations and policies, strengthening customer-merchant relationships to boost customer satisfaction.
- Supported strict internal controls by following regulatory procedures, completing accurate documentation, and maintaining audit ready records.
- Achieved top 20th percentile ranking in customer service for Wells Fargo's Metuchen, NJ Branch, enhancing overall district performance.
Administrative Assistant
Stratford Manor Rehabilitation Center
West Orange
06.2018 - 08.2019
- Rendered support on managing administrative duties, collaborating with internal and external stakeholders to ensure optimal patient care.
- Leveraged organizational skills to schedule activities for elderly patients and coordinated community events, enhancing their quality of life.
- Maintained organized patient records and ensured their accuracy, contributing to efficient operations and effective communication.
- Provided routine reports on nursing home operations, enabling data-driven decision-making of the key management and leadership.
- Performed diversified basic clerical and administrative tasks, including answering phone calls, sorting documents, and distributing mail.
Assistant Store Manager
Original Penguin
Elizabeth
12.2016 - 06.2018
- Achieved a remarkable 32% increase in sales as the Store Manager, driving revenue growth and exceeding sales targets at Original Penguin.
- Coordinated working schedules and managed inventory procurement to ensure customer demand was met and productivity maximized.
- Organized working schedules and managed inventory procurement to meet customer demand against stocks and maximize productivity.
- Mentored newly hired team members and developed and enhanced the sales skills of the team, driving profitability and maximizing revenue.
- Mentored 17 new hires in sales strategies and techniques.
- Held a valuable collateral position as a Training Ambassador, providing mentorship to a group of 17 new hires in sales strategies/techniques.
Sales Associate
Original Penguin
Elizabeth
11.2015 - 12.2016
- Recognized for exceeding customer expectations, facilitating seamless shopping experiences, and achieving sales targets.
- Executed sales transactions and balanced cash drawers to maintain accuracy and integrity in financial operations.
- Maintained accurate inventory to support effective stock management and ensure product availability for customers.
Education
Associates of Science with Honors -
Union County College
Cranford, NJHigh School Diploma -
John E. Dwyer Technology Academy
Elizabeth, NJSkills
- Wealth Management
- Client Relationship Management
- Risk Assessment
- Fraud Detection & Prevention
- Critical Thinking
- Analytical Problem Solving
- Customer Service
- Attention to Detail
- Banking Operations
- Regulatory Compliance
- Decision Making
- Time Management
- Data Analysis
- Communication Skills
Languages
- English
- Spanish
Technical Skills
- Google Suite
- Microsoft Office (Word, Excel, PowerPoint)
- Salesforce (CRM)
Timeline
Emerging Wealth Solutions, PRM II
Morgan Stanley (E*TRADE)
01.2023 - Current
Personal Banker
Wells Fargo
11.2021 - 11.2022
Teller
Wells Fargo
08.2019 - 10.2023
Administrative Assistant
Stratford Manor Rehabilitation Center
06.2018 - 08.2019
Assistant Store Manager
Original Penguin
12.2016 - 06.2018
Sales Associate
Original Penguin
11.2015 - 12.2016
Associates of Science with Honors -
Union County College
High School Diploma -
John E. Dwyer Technology Academy