Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
Generic

Najette T Kendall

Pittsburgh,PA

Summary

Dedicated Wealth Management Professional with over seven years of banking experience, specializing in corporate and institutional asset management. Expertise includes problem-solving daily tasks and analyzing requests such as issuing payments for high net worth clients, coaching teammates, and effectively communicating with multiple lines of business.

Overview

8
8
years of professional experience

Work History

Institutional Trust Administrator III

PNC Bank
10.2019 - Current
  • Executing approximately 40 daily tasks such as issuing of checks, processing of ACH and wire payments, collecting legal documents for audits, conducting administrative maintenance, and evaluating alternative assets
  • Coaching new hires and current teammates across all 11 functions as a subject matter expert on the team
  • Collaborating constantly with trust advisors and related internal departments to achieve client goals with meticulous attention to detail
  • Creating and scheduling quarterly PowerPoint presentations for the Institutional Asset Management department, and individually issuing monthly educational segments
  • Efficiently exporting data for recurring monthly and quarterly reports and side projects

Sales Expander

PNC Bank
12.2017 - 10.2019
  • Multitasked using multiple platforms such as Genesis, Spirit, and Insight while maintaining full focus on the customer experience
  • Identified on average 20 sales opportunities a day with a 50% success rate
  • Offered PNC products and services such as credit cards, lines of credit, and investment referrals
  • Communicated with PNC service partners to achieve a 95% first call resolution rate

Customer Experience Coordinator

Marshalls
11.2016 - 12.2017
  • Managed and trained new hires for all job duties including cash register training, credit card sales, and corporate policies
  • Maintained floor aesthetics and store layout of merchandise throughout each department
  • Set weekly work schedule for all employees within store

Education

Some College (No Degree) - Business Management

Duquesne University 
Pittsburgh, PA

Skills

  • Project Management
  • Conflict resolution
  • Adaptability

LANGUAGES

Arabic
Native/ Bilingual
French
Professional

Timeline

Institutional Trust Administrator III

PNC Bank
10.2019 - Current

Sales Expander

PNC Bank
12.2017 - 10.2019

Customer Experience Coordinator

Marshalls
11.2016 - 12.2017

Some College (No Degree) - Business Management

Duquesne University 

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