Summary
Overview
Work History
Education
Skills
Certification
Licenses
Timeline
Generic

SAMANTHA DUNLAP

Summary

Knowledgeable professional offering 8 years of experience in investment services seeking to obtain a position that will encourage professional growth and development.

Overview

8
8
years of professional experience
1
1
Certification

Work History

SENIOR BRANCH CONSULTANT

Raymond James.
02.2024 - Current
  • Collaborate with cross-functional teams to streamline processes and improve operational efficiency.
  • Streamline operations and prioritized tasks, allowing advisors to increase revenue by up to 50%.
  • Manage a team of customer service representatives to enhance client satisfaction and improve retention rates.
  • Lead training sessions for new employees to ensure they are equipped with the necessary skills to succeed in their roles.
  • Implement a customer relationship management system to track client interactions and improve communication.
  • Optimized client experience by delivering superior service and effectively resolving issues.

SENIOR SPECIALIST, PARTNER SUPPORT

Charles Schwab.
10.2022 - 02.2024
  • Supported department leadership in implementing new policies, procedures and controls.
  • Managed approximately 40 incoming calls and emails per day from clients.
  • Provided support and subject matter expertise to team members.
  • Proactively identified opportunity areas while partnering with the branches and problem solving before issues evolve.
  • Focused on prompt and accurate responses and escalation resolution, while actively navigating internal departments and vendors to ensure seamless resolution for all client issues.
  • Identified areas in need of critical improvement and implemented strategies to achieve targets.

PRIVATE CLIENT ADVISOR

JPMorgan Chase & Co.
02.2020 - 10.2022
  • Built book of business while focusing on relationship management.
  • Utilized CRM software to find new opportunities as well as continue to grow existing client relationships.
  • Collaborated with bank partners to deliver outstanding and holistic client experience.
  • Conducted client meetings to discuss financial goals and objectives.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

INVESTMENT ASSOCIATE

Synovus Securities.
09.2018 - 09.2019
  • Provided support and assistance to a SVP/Financial Advisor with $100 million in assets under management
  • Established key procedures for teams preparing documentation, models, and presentations.
  • Maintained compliance files and prepared various financial reports.
  • Participated in client meetings to discuss financial analysis and investment strategies.

LICENSED BANKER

Wells Fargo.
08.2016 - 09.2019
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

Education

Bachelor of Science - Management Information Systems

Auburn University
05.2015

Skills

  • Client Relationship Building
  • Salesforce CRM Software
  • Product Promotion
  • Communication
  • Investor Relations
  • Strategic Planning
  • Financial Reporting
  • Staff Development
  • Operations Management

Certification

  • Series 7
  • Series 63
  • Series 65
  • Series 6

Licenses

  • Series 7, 63, 65, & 6.

Timeline

SENIOR BRANCH CONSULTANT

Raymond James.
02.2024 - Current

SENIOR SPECIALIST, PARTNER SUPPORT

Charles Schwab.
10.2022 - 02.2024

PRIVATE CLIENT ADVISOR

JPMorgan Chase & Co.
02.2020 - 10.2022

INVESTMENT ASSOCIATE

Synovus Securities.
09.2018 - 09.2019

LICENSED BANKER

Wells Fargo.
08.2016 - 09.2019

Bachelor of Science - Management Information Systems

Auburn University

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SAMANTHA DUNLAP