Riley Melville
Spokane,WA
Summary
Accomplished professional with a proven track record at Washington Trust Bank, adept in client relationship management and financial oversight. Excelled in enhancing client satisfaction, driving team performance, and mentoring staff. Skilled in research, problem-solving, and maintaining a goal-oriented mindset under pressure. Achieved significant improvements in operational efficiency and client portfolio management.
Overview
10
10
years of professional experience
Work History
Client Relationship Associate, Wealth Management
Washington Trust Bank
11.2023 - 01.2024
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
- Coordinated meetings between clients and senior relationship managers, fostering productive collaboration and strategic planning efforts.
- Developed strong rapport with clients by actively listening to their needs and demonstrating genuine concern for their financial wellbeing.
- Mentored junior Relationship Associates, sharing best practices and valuable industry insights that contributed to their professional development.
- Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
Client Service Manager, Private Banking
Washington Trust Bank
01.2019 - 11.2023
- Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
- Implemented key performance indicators to monitor team performance, driving continuous improvement initiatives.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
Branch Manager
Washington Trust Bank
10.2016 - 01.2019
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Financial Concierge
Washington Trust Bank
02.2014 - 10.2016
Education
High School Diploma -
Lewis And Clark High School
Spokane, WA06.2012
Skills
- Goal-oriented mindset
- Training and mentoring
- Inter-department collaboration
- Research and due diligence
- Problem-Solving
- Attention to Detail
- Calm and Professional Under Pressure
- Data Entry
- Work Prioritization
Timeline
Client Relationship Associate, Wealth Management
Washington Trust Bank
11.2023 - 01.2024
Client Service Manager, Private Banking
Washington Trust Bank
01.2019 - 11.2023
Branch Manager
Washington Trust Bank
10.2016 - 01.2019
Financial Concierge
Washington Trust Bank
02.2014 - 10.2016
High School Diploma -
Lewis And Clark High School
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