Nerisa Elias

• • Works with financial advisors to assist $1,000,000,000+ in assets under management
  • Coordinates with operation staff to resolve service problems and boost client satisfaction
  • Prioritizes tasks efficiently during periods of high volume without compromising quality of work
  • Maintains data confidentiality through strict observance of information security procedures and corporate guidelines
  • Supports financial advisors with preparing documentation for financial planning resulting to the influx of $1,000,000+ assets weekly
  • Streamlined onboarding process of new clients resulting in clients signing up for additional products including checking accounts, credit cards, mortgages etc.
  • Assists with conducting due diligence review on prospective investments and products before making recommendations to advisors and clients
  • Completes financial goal analysis for clients to create a blue print to help them reach short, intermediate and long term goals
  • Trade execution and liquidity management
  • Processes 20+ incoming account transfers weekly

• Trained new personnel regarding company operations, policies and services.
• Periodically reviewed Financial Advisors books with over 100 million dollars in assets to post trades, pull daily reports and transfers funds
• Ensured timely processing of transactions, reducing errors and improving client satisfaction.

• Managed and grew an assigned book of business by proactively identifying opportunities for new and existing clients
• Utilized Sales Force to maintain contact with clients via phone, email, and in-person visits
• Grew Savings and Checking deposits balances by 15%, through reviewing existing relationships and scheduling financial check-ins with clients
• Understood client needs and presented solutions that helped improve their financial health
• Liaised with Financial Advisors and Mortgage Specialists to provide additional value to new and existing clients

• Evaluated and cross-sold Credit Union products and services to meet members’ financial needs.
• Increased Credit Union outreach efforts 10 folds through collaboration with business partners to build new relationships.
• Achieved Sales goals by 110-120% each month.
• Provided resolutions to customer's issues regarding overdrafts,fraudulent charges,loan applications etc.