Riley Robbins

Results-oriented marketing manager with experience managing multiple brand accounts and leading a small team. Skilled in scaling business operations, optimizing daily workflows for efficiency, and analyzing account performance through detailed reporting.

Relationship-focused banking professional skilled in managing client portfolios, supporting daily financial needs, and providing personalized guidance to help customers reach their financial goals. Builds trust through strong communication and consistent service.

Developed personalized financial plans tailored to client goals and risk tolerance, while analyzing investment portfolios to recommend adjustments that enhance performance and align with market trends. Conducted comprehensive financial reviews to ensure accuracy and compliance with regulations, and collaborated with team members to refine service offerings, contributing to overall firm growth and improved client satisfaction.

Analyzed operational workflows to identify opportunities for process improvement and collaborated with cross-functional teams to enhance project efficiency and communication. Developed training materials to support onboarding of new team members and assisted in data management using CRM systems to improve reporting accuracy.

Processed customer transactions efficiently, ensuring accuracy and compliance with bank policies, while assisting clients with account inquiries to deliver exceptional service and enhance satisfaction. Operated cash handling procedures with full accountability for the cash drawer and balanced daily reports, and trained new tellers on operational procedures and customer service protocols to strengthen team performance.