Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Marian Hermiz

Sterling Heights,USA

Summary

Resourceful Client Associate known for high productivity and efficient task completion. Possess specialized skills in client relationship management, financial transaction processing, and data analysis. Excel in communication, problem-solving, and adaptability to ensure exceptional service delivery and client satisfaction.

Overview

7
7
years of professional experience

Work History

Wealth Management Client Associate

Merrill Lynch
Bloomfield Hills, MI
07.2022 - Current
  • Assist senior financial advisors by providing analytical and operational support for numerous client portfolios.
  • Manage client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
  • Handle client inquiries and issues by collaborating with various departments promptly and professionally.
  • Lead training for new hires on utilizing newly implemented software to enhance overall workflow.
  • Develop various Microsoft Excel spreadsheets for efficient record-keeping.
  • Assist with client onboarding and account openings, including gathering documents and data entry.
  • Provide guidance on estate planning issues, such as trusts and power of attorney documents.
  • Educate clients on the benefits of various types of investments, such as stocks, bonds, mutual funds, annuities, and other securities.

Relationship Banker II

Huntington National Bank
Chicago, IL
04.2018 - 04.2022
  • Manage clients by customizing banking products, services, and financial planning while developing lasting rapport
  • Over the course of three years, facilitated in establishing a positive work environment through an emphasis in increased sales
  • Profile and correspond with prospective, and existing clients regarding sales leads

Education

Bachelor of Science - Finance

University of Illinois At Chicago
05.2021

Skills

  • Internal audits
  • Training new hires
  • Expertise in Banking Regulations
  • Microsoft Office
  • Salesforce
  • Tableau
  • Banking Product Services
  • Banking operations
  • Time Management
  • Client Management
  • Multitasking
  • Organizational
  • Client Onboarding
  • Bilingual
  • Wealth Management

References

Available upon request.

Timeline

Wealth Management Client Associate

Merrill Lynch
07.2022 - Current

Relationship Banker II

Huntington National Bank
04.2018 - 04.2022

Bachelor of Science - Finance

University of Illinois At Chicago

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Marian Hermiz