Sashene N Powell
Henderson
Summary
Focused Senior Registered Client Associate known for high productivity and efficient task completion. Specialized skills include client relationship management, financial planning support, and compliance adherence. Excel in communication, problem-solving, and time management which enhance client satisfaction and operational success.
Overview
12
12
years of professional experience
Work History
Senior Registered Client Associate
Wells Fargo Advisors
Las Vegas
2022.07 - Current
- Collaborated with financial advisors to prepare client portfolios and reports.
- Managed client communications through phone, email, and in-person meetings. Promptly responding to all inquiries.
- Organized client files and maintained accurate records for compliance purposes.
- Managed multiple projects simultaneously while ensuring accuracy of work product.
- Provided comprehensive support to Financial Advisors in daily operations of the branch office
- Served as primary contact for client inquiries related to their investments or accounts.
Personal Banker II, Business Advocate
Wells Fargo
2014.02 - 2022.07
- Build relationships with affluent customers by delivering exceptional customer experience while vigilant about risk control.
- Recognized transaction needs and educated clients on service and digital channels.
- Coached junior staff members on best practices related to personal banking services.
- Facilitated loan applications and processed documentation for mortgage approvals.
PPP Specialty Underwriting
Wells Fargo
2020.04 - 2020.07
- Utilized multiple internal/external systems, reviewed financial statements, tax return information to make appropriate decisions.
- Worked in deadline driven environment with rapidly evolving training materials, policies, procedures, virtually with different teams and functions to triage customer applications and process documentation.
- 2nd Level Reviewer, also worked with several other team projects within program to review, complete applications.
Skills
- Advanced Microsoft Office skills, 10 key, word, excel
- Strong analytical skills, Attention to detail, accuracy
- Excellent verbal, written and communication skills
- HOGAN,SVT, SVP, Branch Portal,] Teamwork's A-Z Sites
- Risk Management Leader
- People Oriented
Education Licenses
- FINRA REGISTERED
- SAFE REGISTERED
- SECURITY SERIES 6, 63
- LIFE INSURANCE RESIDENT PRODUCER
- NEVADA STATE NOTARY
- ASSET MANAGEMENT TRAINING
- BUSINESS ADVOCATE
- PALM SPRINGS HIGH SCHOOL, GENERAL STUDIES
Affiliations
- Member/Leader Southern Nevada Employee Impact Team
- Opportunity Village Volunteer Ambassador
- Member Southern Nevada Women's Employee Resource Network
- Member Financial Education Council
- Junior Achievement
Timeline
Senior Registered Client Associate
Wells Fargo Advisors
2022.07 - Current
PPP Specialty Underwriting
Wells Fargo
2020.04 - 2020.07
Personal Banker II, Business Advocate
Wells Fargo
2014.02 - 2022.07