Open To Work
Stephanie Holmes
Long Island City,NY
Summary
Results-driven Private Banking Professional with expertise in wealth management and business administrative support, dedicated to enhancing efficiency and productivity. Demonstrates strong analytical and problem-solving skills, with proven ability to streamline processes, manage complex schedules, adapt to new environments and safeguard confidential information while maintaining a high level of accuracy. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
1
1
Language
1
1
Certification
12
12
years of professional experience
Work History
Officer, Private Bank Associate
Bank of America Private Bank
New York, NY
02.2017 - 09.2025
- Delivered comprehensive administrative support to senior private bank advisors and portfolio managers overseeing 100+ high-net-worth client relationships.
- Managed scheduling and travel coordination to optimize operational efficiency, leveraging SAP Concur and American Express Global Business Travel systems.
- Facilitated improved workflow alignment by strengthening communication and operational coordination among investment trust, credit, and banking teams.
- Maintained strict confidentiality while handling sensitive financial information, ensuring compliance with firm policies and regulatory requirements.
- Utilized Microsoft Teams and Salesforce for effective client record maintenance and to improve administrative workflow efficiency.
- Led client onboarding processes, ensuring compliance with regulatory requirements and internal policies.
Private Bank Intern
Bank of America Private Bank
New York, NY
08.2016 - 02.2017
- Prioritized multiple deadlines and managed confidential client matters in fast-paced private banking environment, ensuring timely resolution and client satisfaction.
- Prepared over 10+ client meeting materials and presentations weekly while maintaining high attention to detail and data accuracy.
- Maintained Client Relationship Workstation database and supported compliance activities to uphold SEC regulations; contributing to operational integrity and regulatory adherence.
- Collaborated with cross-functional teams to address client inquiries and prepare reports for client meetings.
- Assisted clients in understanding investment strategies and banking services.
Retail Sales Associate
Forever 21
New York, NY
04.2014 - 02.2016
- Provided exceptional customer service in a high-volume retail environment, utilizing strong interpersonal and communication skills to enhance the shopping experience.
- Greeted customers and helped with product questions, selections, and purchases.
- Executed cash transactions accurately, ensuring smooth checkout process and enhancing customer satisfaction.
- Handled returns and exchanges professionally, resolving customer issues effectively and reinforcing customer loyalty.
Sales Associate
TJ Maxx, TJX Companies
Richmond, VA
08.2013 - 01.2014
- Delivered exceptional customer service through strong interpersonal and communication skills, facilitating accurate cash handling and seamless transactions in fast-paced retail environment.
- Assisted customers with product selection and inquiries to enhance shopping experience.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Sales Associate
American Eagle Outfitters
Richmond, VA
11.2013 - 12.2013
- Organized sales floor and stock areas to enhance customer interactions and service quality.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Collaborated with team members to meet and exceed monthly sales targets consistently.
Education
BBA - Operations Management
01-2027
In Progress
Associate of Science - Business Administration
05-2020
High School Diploma - General Studies
06-2011
Skills
- Wealth management
- Regulatory Compliance
- Administrative support
- Operations management
- SAP Concur
- Microsoft Office Suite
- Calendar management
- Travel Logistics
- Meeting Coordination
- Attention to detail
- Problem-solving
- Organizational skills
- Adaptability and flexibility
- Team Player
- Interpersonal skills
- Communication skills
Certification
- Introduction to Business Analysis, International Business Machines Corporation (IBM), Aug 2026
- Career Advancement Program Certificate, Bank of America Private Bank, Apr 2025
- Technical & Professional Training Certificate in Financial Operations, Year Up United, Feb 2017
- Technical & Professional Development Contract Award, Year Up United, Jun 2016
Accomplishments
- Improved AAMs and Reg9 metrics by 20% proactively addressing outstanding items and implementing more efficient workflows.
Languages
English
Timeline
Officer, Private Bank Associate - Bank of America Private Bank
02.2017 - 09.2025
Private Bank Intern - Bank of America Private Bank
08.2016 - 02.2017
Retail Sales Associate - Forever 21
04.2014 - 02.2016
Sales Associate - American Eagle Outfitters
11.2013 - 12.2013
Sales Associate - TJ Maxx, TJX Companies
08.2013 - 01.2014
Baruch College-Zicklin School of Business - BBA, Operations Management
Laguardia Community College CUNY - Associate of Science, Business Administration
Long Island City High School - High School Diploma, General Studies