Melissa Hulme
San Antonio,TX
Summary
It's an honor to bring over 25 years of banking experience, proudly serving the San Antonio and Texas border markets. I began my career at San Antonio Teachers Credit Union and later joining BBVA. I had the privilege of transitioning to PNC in 2020 through the BBVA acquisition. I continue to serve in Private Bank supporting my Relationship Strategists, Banking Advisors, Investment Advisors and Market Leaders. I am committed to building strong client relationships, provide administrative and operational support and contributing to the growth and strengths of PNC Private Bank.
Overview
17
17
years of professional experience
Work History
Sales and Support Administrator
PNC Private Bank- San Antonio & TX Border Markets
10.2008 - Current
- Assisting Investment Advisors with client onboarding. Create and establish new investment accounts and IRA accounts.
- Maintain and document new client data; consolidate information to support current and future opportunities; generate and review opportunity reports with the team.
- Servicing Banking Advisors with opening Private Bank deposit accounts and CD's. As well, as providing a support in client inquiries.
- Participate in whiteboarding meetings with Market Leader, Relationship Strategist and Investment Advisors on solutions for existing and potential clients.
- Experienced in project management and process improvement. Proven track record of successfully implementing resources to support multiple markets with client onboarding.
- Organized and dependable. Successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Education
San Antonio College
San Antonio, TXSkills
- Effective prioritization skills
- Personable and approachable
- Trustworthy and responsible
- Goal setting and proactive
- Deadline adherence and organized
- Team building and committed to team success
Timeline
Sales and Support Administrator
PNC Private Bank- San Antonio & TX Border Markets
10.2008 - Current
San Antonio College
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