Sy Easling
West Hollywood,CA
Summary
Dynamic individual with hands-on experience in financial environments and atalent for navigating challenges. Brings strong problem-solving skills and aproactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. As someone who takes pride in their work, always committed to making meaningful contributions, prioritizing tasks, and meeting deadlines with dedication and enthusiasm.
Overview
12
12
years of professional experience
Work History
Client Operations Associate
KWM Wealth Advisory
11.2018 - Current
- Guide new clients through onboarding process.
- Create client performance reporting in a timely manner to meet deadlines.
- Serve as a point of contact for external partners and 350+ high-net worth clients, relaying financial information effectively, in most cases to individuals without a financial background.
- Prioritize and process client transaction requests while staying alert for potential fraud/risks, reducing losses and maintaining compliance with regulatory requirements.
- Regularly review client profiles, accounts and contracts to ensure information is up-to-date and accurate.
- Keep confidentiality top of mind to reduce the risk of data breach.
Teller Supervisor
Wells Fargo Bank, N.A.
10.2014 - 10.2018
- Managed day-to-day branch operations, scheduling and compliance tasks to consistently meet strict deadlines.
- Reviewed and approved 100+ branch transactions daily for accuracy and potential fraud while maintaining a sense of urgency to minimize client impact.
- Provided coaching to 8 tellers to ensure quarterly customer service and sales metrics were met.
- Fostered a positive work environment by promoting open communication and collaboration among team members.
- Oversaw staff training initiatives, ensuring all team members were knowledgeable about products, services, and operational procedures.
Teller
Wells Fargo Bank
06.2012 - 10.2014
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, by collaborating with other teams to better assist clients with their financial needs.
Education
Associate of Science
Cape Fear Community College
WilmingtonHigh School Diploma -
Davie County High School
Mocksville, NCSkills
- 12 years of customer service experience in a financial environment
- Maintain confidentiality requirements
- Expert problem solving and organizational skills
- Interpersonal and written communication
- Deadline Management
- Proficient in creating, understanding, and interpreting financial reports
- Knowledge of Microsoft Suite
- Approach all tasks with a sense of urgency
- Self-Starter
Timeline
Client Operations Associate
KWM Wealth Advisory
11.2018 - Current
Teller Supervisor
Wells Fargo Bank, N.A.
10.2014 - 10.2018
Teller
Wells Fargo Bank
06.2012 - 10.2014
Associate of Science
Cape Fear Community College
High School Diploma -
Davie County High School
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