Marcella Hawkins
Summary
Finance professional with 15+ combined years of experience in banking, corporate finance, operations, customer care and learning and development. Results-oriented achiever with proven ability to accomplish specific tasks and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
18
18
years of professional experience
Work History
Senior Account Transfers Specialist
LPL Financial
01.2023 - Current
- Review, research, and reconcile transfer requests and processes related to Incoming and Outgoing Non-Acats
- Utilize new methods and procedures implemented by the Lean Management System (LMS) to streamline work flow.
- Enhance advisor and customer satisfaction with timely and accurate problem-solving and conflict resolution.
- Interpret and communicate financial and account related information to colleagues across the organization.
- Develop training materials to enhance onshore and offshore staff proficiency and productivity.
- Organize and facilitate live and virtual training sessions for the development of staff skills needed for work proficiency.
- Review and analyze financial accounting information to ensure accurate reporting for outgoing processes.
- Collaborate with team leads, upper-level management and other departments within the organization to optimize
- Help meet changing demands by recommending improvements to business systems or procedures.
- Utilize various database systems to track and analyze operational data.
- Evaluate staff performance (onshore and offshore) and provide coaching to address inefficiencies.
- · Ensure high levels of accuracy within all operating systems to optimize data integrity and process adherence.
- Devise and implement processes and procedures to streamline daily operations.
- Collect, arrange, and input information into database system to ensure effective data reporting for operational processes.
- Act as a subject matter expert (S.M.E.) across the organization in financial processes, gaining team-work experience and organizational skills.
Branch Banker
Truist
02.2010 - 08.2023
- Delivered exceptional service through effective communication skills, empathy towards clients' needs, problem-solving abilities, and attention to detail in daily tasks.
- Developed new business opportunities through participation in community events, networking, and referrals from satisfied customers.
- Strengthened client relationships, offering tailored financial advice to meet individual needs.
- Improved customer satisfaction by providing personalized banking solutions and efficient service.
- Mentored junior bankers, fostering professional growth and development through coaching sessions.
- Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
- Successfully resolved escalated customer complaints resulting in improved reputation management and retention rates.
- Championed customer retention efforts, addressing concerns promptly and effectively resolving issues.
- Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
- Maintained strict adherence to internal audit protocols ensuring full compliance in all aspects of branch operations including security measures related to vault access controls and dual control procedures.
- · Performed risk reviews of account and business documents to promote quality and efficiency.
English Tutor/Teacher's Assistant
Norfolk State University
10.2007 - 05.2009
- Assisted students in developing effective study and time management skills for better academic results.
- Fostered a positive learning environment by establishing clear expectations and offering consistent support to students.
- Developed personalized tutoring sessions based on student needs, leading to improved academic performance.
- · Provided bi-weekly assessments to measure students' grammar patterns, reading comprehension and writing skills
- Collaborated directly with university professors and assisted in the daily operations of the English Learning Center.
- Tutored students to develop deeper comprehension of English course materials and better understanding of assignments to improve academic success.
Education
Bachelor of Arts - English
Norfolk State University
Norfolk05-2009
Skills
- Strategic thinking and astute judgement
- Analytical and problem-solving
- Number and data reporting
- Time management
- Root-cause analysis
- Proficient in Microsoft Outlook, Excel, Powerpoint
- Operational enhancement
- Business reporting
- Process improvement
- Organizational skills
- Task prioritization
- Team building
- Process improvement
Affiliations
LPL Financial
- Women's ERG
- Black Professionals ERG
- Young Professionals ERG
Professional Developments
- FINRA Securities Industry Essentials (SIE) Exam - Passed (July, 2025)
- Lean Six Sigma Yellow Belt, GoLeanSixSigma.com - Certified (July, 2025)
Timeline
Senior Account Transfers Specialist
LPL Financial
01.2023 - Current
Branch Banker
Truist
02.2010 - 08.2023
English Tutor/Teacher's Assistant
Norfolk State University
10.2007 - 05.2009
Bachelor of Arts - English
Norfolk State University
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