SHENELL WELCH
Brooklyn
Summary
Enthusiastic client associate who is eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Internal and External needs and provides solutions with years of experience in the Financial and customer care industry. Motivated to learn, grow and excel in Innovative Environment.
Overview
7
7
years of professional experience
Work History
Business Support Specialist
United Community Bank
12.2023 - Current
- Ensured the appropriate collection of required information and documentation for new and existing clients to effectively support the bank KYC program
- Consulted with customers about current products and services, proposed upgrades to meet client and bank needs
- Assisted the region with operational and service needs such as opening accounts, audits, compliance assessments etc.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Senior Client Associate
Signature Bank
06.2020 - 09.2022
- Assisted brokers and advisors by working directly with the institution's internal legal team, to conduct investment research in completing escrow distribution transactions.
- Helped individuals and businesses build and execute strategies based on unique goals and objectives.
- Cultivated and strengthened relationships by educating clients on account services and capabilities.
- Collaborated with my team to create innovative and efficient solutions to service clients while working remote and/or hybrid.
- Developed new marketing strategies and tools to acquire new business while creating innovative tools to keep existing clientele engaged.
- Prepared for and coordinated marketing events to acquire new business, for the purpose of increasing customer base and revenue growth.
Documentation Analyst
Signature Bank
06.2019 - 06.2020
- Excelled in Time Management to stabilize high volume of account review.
- Utilized NAICS coding to categorize account industries for correct bank classification.
- Completed OFAC and Chexsystems, Lexus Nexus searches along with IDV for new and existing clientele to identify any potential high risk sanctions and/or individuals and entities
- Enforced implementation of updated bank forms to comply with BSA/ AML regulations
- Reviewed documents and information to perform client due diligence reviews on higher risk customers
- Reduced inefficiencies for increased productivity through thorough analysis of workflows.
Personal Banker
Wells Fargo
11.2017 - 06.2019
- Delivered adequate customer service to acquire new relationships and deepen existing relationships through compounding products and services.
- Built referral business opportunities through Centers Of Influence and recommended strategies to grow both consumers and small business's.
- Recognized transaction needs of clients and educated clients on digital channels for providing assistance with self-service
- Increased branch sales through cold calling strategies via Salesforce
- Coached tellers/ and additional branch staff on accurate referrals, products and special programs.
- Handled both personal and small business credit request up to 250k
Member Service Specialist II
Space Coast Credit Union
09.2016 - 10.2017
- Evaluated clientele to recommend appropriate products and services to consumers based on their financial situation and needs.
- Built new relationships through opening and closing accounts. Assisted with additional operational needs upon the consumers request.
- Provided top customer service and was recognized by board of directors for excellence in maintaining customer relationships
- Collaborated with team members to develop best practice sales techniques, resulting in 70% increase in productivity
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Education
Bachelor of Science - Business Administration
University of Phoenix
Phoenix, Arizona12.2024
Skills
- Communications Organizational Skills
- Detailing Experience Team Building
- Client Account Management
- Developing Trust
- Adaptable
- [Microsoft Office, Salesforce, FIS,Payplus,SVP,Fiserv] Software Proficiency
- NMLS SAFE Certified
Timeline
Business Support Specialist
United Community Bank
12.2023 - Current
Senior Client Associate
Signature Bank
06.2020 - 09.2022
Documentation Analyst
Signature Bank
06.2019 - 06.2020
Personal Banker
Wells Fargo
11.2017 - 06.2019
Member Service Specialist II
Space Coast Credit Union
09.2016 - 10.2017
Bachelor of Science - Business Administration
University of Phoenix
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