Noelle Mcdonald
Queens
Summary
A seasoned Business Solutions Advisor with a proven track record at Bank of America, I excel in client pipeline management and fostering inclusive leadership. My expertise in risk management and relationship building has driven significant organizational growth, showcasing a commitment to operational excellence and strategic prioritization.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Business Solutions Advisor
Bank of America, NA
02.2022 - Current
- Analyzes client financial needs and applies knowledge of borrowing and banking to recommend tailored solutions aligned with clients' unique business priorities.
- Partners with financial center teams, performance managers and market leaders to promote cross collaboration and a unified approach to ensure client needs are met.
- Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines for client experience.
- Optimizes risk controls, governance and culture to ensure timely Identification, escalation, debate and remediation of risk across the organization.
Office Manager
Worlwide Flight Services
08.2017 - 02.2022
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
Financial Center Manager
JPMorgan Chase
08.2014 - 01.2017
- Built and lead high-performance team focused on achieving sales and service goals to promote organizational growth
- Conducted regular employee performance reviews and providing feedback for improvement
- Drives operational excellence by engaging employees on business strategy
- Manages organizational priorities and effective execution
Education
Bachelor of Science - Business Administration
Everglades University
Sarasota, FL06-2009
Skills
Client Pipeline Management
Risk Management
Collaboration
Attention to Detail
Critical Thinking
Problem Solving
Relationship Building
Inclusive Leadership
Proficiency Coaching
Prioritization
Certification
Certified Anti Money Laundering Specialist ( ACAMS) in progress
January 2025-May 2025
Languages
English
Native or Bilingual
Timeline
Business Solutions Advisor
Bank of America, NA
02.2022 - Current
Office Manager
Worlwide Flight Services
08.2017 - 02.2022
Financial Center Manager
JPMorgan Chase
08.2014 - 01.2017
Certified Anti Money Laundering Specialist ( ACAMS) in progress
January 2025-May 2025
Bachelor of Science - Business Administration
Everglades University
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