Shelby Krisanda

• Conducts journey-level investigations upon receipt of new claims
• Reviews and responds to all incoming legal and medical mail on a timely manner in accordance with New York Labor Code regulations
• Maintains close working contact with injured employees and division personnel
• Maintains claim files on an effective diary system
• Meets with division personnel on a quarterly basis to review open Workers′ Compensation cases
• Works closely with legal to strategize on appropriate handling of claims

• Efficiently managed client requests as the main point of contact and resource accordingly

• Obtained SIE license to provide dedicated operational and sales support to multiple Financial Advisors

• Analyzed daily branch reports and action accordingly

• Maintained contact management systems with up-to-date client information

• Maintained high standard of professional behavior

• Worked in tandem with senior business partners to provide complex and comprehensive solutions to help improve financial lives

• Served as key member of the Relationship Manager Leadership Counsel, while exceeding all customer service expectations, bank goals and objectives

• Attend all direct client interactions to ensure needs and action items are addressed appropriately

• Strategically identified and presented targeted referrals for business partners to deepen client relationship and secure future business

• Obtained a comprehensive understanding of relevant banking regulations, products and services