Role focused on leveraging extensive customer service expertise to enhance customer experiences and satisfaction levels
Overview
16
16
years of professional experience
Work History
Client Service Coordinator
Ameriprise Financial, Inc.
05.2017 - 05.2021
I provided general office support, administrative support to the Branch Manager and operations leader, and other business support activities. I acted as the face of the branch and provided extraordinary client experiences at all times.
I also provided support for marketing, client acquisition events, including venue and activities. I handled the logistics of the marketing events including venue, RSVP's, supplies, etc. and assisted with marketing compliance documentation and marketing wholesaler reimbursement.
I managed and updated the Financial Advisors websites on a monthly basis.
Judicial Input Specialist
Department of Revenue, Child Support Division
04.2014 - 05.2017
I received all Child Support Orders from the Lee County Clerk of Courts. Reviewed all said documents for the Final Child Support Order and any pertinent information. Input all child support orders into the State of Florida data base in a timely manner. I answered client inquiries by phone and in person. Followed all Child Support and State of Florida Regulations by maintaining compliant files.
Store Manager, AVP
Wells Fargo Bank
10.2005 - 10.2011
Managed all retail sales and service functions of the branch to gain greater market share and profitability. Created, trained and coached a successful sales team through development of staff as a competitive advantage. Developed and administered budgets, business development goals and objectives, staffing models, schedules and performance standards.
Education
Business Administration
Barry University
Miami, FL
Skills
Communication skills
Client relationship management
Team leadership
Customer service strategy
Business development
Accomplishments
Increased client acquisition by hosting lunch and dinner seminars
Assisted with onboarding of new clients when new Financial Advisors joined our team.
Planned and facilitated monthly meetings for 15 Financial Advisors.
Increased deposits by over 240% within one year.
Consistently increased revenue and profitability by managing all aspects of a bank branch.