Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Molly Ambrosius

Senior Tailored Branch Support Specialist
Pennsylvania,PA

Summary

Experienced Senior Tailored Branch Support Specialist with a strong record of supporting Financial Advisors through clear communication, advocacy, and expert management of complex, high‑volume branch workloads. Known for mentoring associates, leading special initiatives, and serving as a trusted resource in escalated and high‑impact situations. Brings deep operational knowledge, strong organizational skills, and a consistent history of exceeding performance expectations while fostering engagement, collaboration, and continuous improvement.

Overview

7
7
years of professional experience

Work History

Senior Tailored Branch Associate

Edward Jones
08.2022 - Current
  • Mentor new TBS associates (4+ years ongoing), serving as a trusted development resource.
  • Presented in team meetings on operational best practices, communication strategies, and workload management
  • Provide advanced support for complex, high‑workload, and escalated branches, regularly stepping in when branches require stabilization and “cleanup.”
  • Specialize in branches with significant backlogs, research‑heavy tasks, and elevated advisor or associate concerns.
  • Member of the TBS Consultation Team Chat, assisting associates across the organization with real‑time questions and problem solving.
  • Served on "Team Kenzie," acting as a primary resource during leadership absence; answered questions, provided guidance, and hosted office hours.
  • Consistently volunteered for on-call coverage, supporting the team, during peak-volume call days.
  • Act as an advocate for both Financial Advisors and associates, emphasizing clarity, accountability, and trust‑based communication.

Key Project Work and Leadership Contributions

  • Created multiple training presentations, including:
    Building Trust with Financial Advisors Through Communication
    Managing Difficult Conversations (including shared scripts)
    Managing Daily Capacity with actionable tips and tools
  • Helped redesign the Monthly Financial Advisor Survey to better align with MTC responsibilities and streamline feedback.
  • Fostered a collaborative, supportive environment through proactive communication with branches and internal teams.
  • Founded and led a Book Club (2 years) for MTC, promoting engagement, development, and connection.
  • Consistently recognized for willingness to assist peers, answer questions, and provide hands‑on guidance.
  • Created a Quick Text Library for branches to improve communication efficiency.

Branch Office Administrator

Edward Jones
04.2019 - 08.2022
  • Supported branch growth from Level 5 to Level 7 through operational excellence and proactive advisor partnership.
  • Built a strong foundation in Edward Jones policies, procedures, and regulatory requirements.Built strong SOP creation knowledge
  • Created and refined branch SOPs to improve day‑to‑day efficiency.
  • Maintained branch compliance with Edward Jones standards and federal regulations.
  • Collaborated closely with the Financial Advisor to develop branch goals, increasing productivity and profitability.

Education

Bachelors - Marketing

Indiana University of Pennsylvania
Indiana, PA
06-2016

Skills

  • Mentor team members, and drive a culture of continuous improvement
  • Manage competing priorities, multitask effectively, and resolve complex escalations
  • Collaborate successfully within fast-paced, team-oriented environments
  • Demonstrate strong time management and organizational skills

Accomplishments

  • Consistently met or exceeded performance metrics
  • Passed the SIE exam and currently studying for the Series 7 exam
  • Ongoing mentor to new hires and peers
  • Selected to assist one of Edward Jones’ top Financial Advisors, Kim Hoffman.

Timeline

Senior Tailored Branch Associate

Edward Jones
08.2022 - Current

Branch Office Administrator

Edward Jones
04.2019 - 08.2022

Bachelors - Marketing

Indiana University of Pennsylvania
Molly AmbrosiusSenior Tailored Branch Support Specialist