Dynamic and results-oriented financial professional with extensive experience in account management and wealth management services. Proven track record as a Lead Account Specialist at Discover Financial, where I successfully managed client inquiries and delivered exceptional customer service, consistently ranking in the top 5% of trainees. Previously served as a Wealth Management Representative at Bank of America, leveraging strong interpersonal skills to build lasting client relationships and provide tailored financial solutions. Committed to driving client satisfaction and fostering financial growth through effective communication and strategic problem-solving.
- Navigate through multiple applications, systems, tools, and resources to provide clear and accurate information on client inquiries related to retail, retirement, and brokerage accounts.
- Handle escalated and complex inquiries with care, focusing on resolving concerns in a timely manner and delivering exceptional customer service.
- Manage risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying and escalating potential risks.
- Communicate effectively, offering empathy and demonstrating professionalism in all interactions with clients.
- Utilize multiple systems to assist clients in transitioning to online and self-service delivery channels, ensuring they have constant access to their accounts.