Michele McElheny

● Provide exceptional customer service by actively engaging with clients to understand
their needs and objectives.
● Cultivate and maintain strong client relationships through proactive communication,
follow-ups and periodic financial reviews.
● Resolve client inquiries, concerns, issues, and escalated matters professionally and
efficiently, in a timely manner, demonstrating a commitment to customer satisfaction.
● Collaborate with colleagues and support team members to streamline processes,
improve operational efficiency and enhance overall customer satisfaction.
● Collaborate with colleagues to share insights, best practices, and contribute to team
success. As a team member of a training branch, act as one of the bankers responsible
for training employees new to the company.
● Demonstrate the ability to pay meticulous attention to detail when reviewing documents,
identifying discrepancies and conducting due diligence. Accustomed to working in
high-pressure, deadline-driven environments while maintaining accuracy and efficiency.
● Excellent written and verbal communication and interpersonal skills, enabling effective
and productive collaboration and relationships with cross-functional teams,
management, colleagues, and external stakeholders. Able to present findings and
recommendations in a clear and concise manner.
● Stay up to date with industry trends, regulatory changes, and new products to provide
informed advice to clients.