Michelle Raabe
Miami Beach,FL
Summary
Dynamic Wealth Management Operations Specialist at City National Bank of Florida, adept in compliance management and process improvement. Successfully led project teams to enhance operational efficiency, implementing software tools and training staff. Proven ability to foster client relationships while managing multiple projects, ensuring timely completion and adherence to regulations.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Wealth Management Operations Specialist
CIty National Bank of Florida
Miami, FL
07.2023 - Current
- Managed daily operations to ensure compliance with banking regulations.
- Assisted in implementing new software tools for operational efficiency.
- Conducted training sessions for staff on updated procedures and policies.
- Maintained accurate records of transactions and operational activities.
- Supported audits by preparing necessary documentation and reports.
- Collaborated with team members to resolve client inquiries and issues promptly.
- Provided training and guidance to staff on operational procedures, policies, and regulations.
- Managed vendor relationships by negotiating contracts and monitoring service delivery levels.
- Identified areas of improvement in current operations systems and implemented changes accordingly.
- Led project teams in planning and executing project deliverables.
- Coordinated cross-functional communication among stakeholders and team members.
- Developed project timelines and monitored progress to ensure timely completion.
- Facilitated regular meetings to discuss project updates and address challenges.
- Implemented process improvements for increased efficiency in project workflows.
- Resolved conflicts within teams to maintain a collaborative work environment.
- Managed multiple concurrent projects from initiation through closure phases.
- Coordinated resources to ensure successful completion of projects.
- Updated project plans based on changing objectives, specifications, and staff availability.
- Forecasted, scheduled and monitored project timelines, personnel performance, and cost efficiency.
- Ensured compliance with established policies, procedures and standards within the project scope.
- Assigned tasks to team members and monitored progress.
- Maintained close connection with project personnel to quickly identify and resolve problems.
- Reviewed technical documents such as design specifications, test plans, user manuals.
- Identified, tracked and resolved critical path issues.
- Performed risk assessments, identified risks, developed mitigation strategies, and monitored risk status on a regular basis.
Education
Some College (No Degree) - Business Management
University of La Verne
La Verne, CASkills
- Compliance management
- Process improvement
- Software implementation
- Data analysis
- Project planning
- Client relationship management
Certification
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
Timeline
Wealth Management Operations Specialist
CIty National Bank of Florida
07.2023 - Current
Some College (No Degree) - Business Management
University of La Verne
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