Teaysha Martin
Charlotte,NC
Summary
Highly analytical professional with over five years of experience in account management, financial analysis, financial modeling, and investment analysis. Proven success in driving growth, delivering superior customer service, and mitigating risk. Adept at assessing customer needs and providing tailored solutions. Dedicated to upholding utmost standards of regulatory adherence while achieving outstanding outcomes for clients.
Overview
5
5
years of professional experience
3
3
Certification
Work History
Complaints Analyst
Wells Fargo Advisors
05.2023 - Current
- Identified and resolved client problems through root cause analysis and research.
- Queried databases for information needed for report processing.
- Prepared reports detailing client complaints, actions taken, and resolutions achieved.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges.
- Conducted workplace compliance training to reduce liability risks and operate effectively.
- Monitored compliance and filing requirements in conjunction with staff and management.
Senior Financial Services Representative
E*TRADE Financial
01.2020 - 05.2023
- Address inquiries pertaining to organization's non-purpose loan offerings, including application submission, eligibility vetting, interest rates negotiation, withdrawal processing, and loan payoffs.
- Optimized customer experience by rectifying problems through cross-functional collaborative initiatives.
- Strengthened business relationships and improved product offerings by providing in-depth resolutions to business partners.
- Functioned as primary liaison between clients, attorneys, paralegals, and organization's legal analyst team to resolve inbound inquiries regarding legal issues as active team player.
Associate Financial Services Representative
E*TRADE Financial
01.2019 - 01.2020
- Acquired Series 7 and Series 63 licenses by successfully completing licensing training and passing pertinent exams.
- Identified and solved complex and complicated issues through root cause analysis while managing advanced trading, financials, and information services.
- Recognized and comprehended key factors behind client attrition and efficiently mitigated related risks.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Informed clients about additional product offerings to deliver opportunities for increasing financial wealth and boosting sales.
- Played vital role in bringing in more than $20M of new assets into firm through promotion initiatives to attract prospective clients and convincing in opening accounts.
Education
BACHELOR OF SCIENCE - Finance
Clemson University
Clemson, SC05.2019
Skills
- Account Management
- Financial Analysis
- Investment Analysis
- Financial Reporting
- Client Relationship Management
- Cross-functional Collaboration
- Risk Management & Mitigation
- Root Cause Analysis
- Financial Management
- Complex Problem-Solving
- Compliance Analysis
- Verbal and Written Communication
- Deadline Adherence
- Data Processing
- MS Excel
- Multiple Priorities Management
- Customer Experience Control
- Corrective Action Planning
- Data Research and Validation
- Risk Analysis
- Analytical Thinking
- Project Management
- Team Meetings
Certification
- Series 7
- Series 63
- SIE License, FINRA
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The problem is not to find the answer; it’s to face the answer.
Terence McKenna
Timeline
Complaints Analyst
Wells Fargo Advisors
05.2023 - Current
Senior Financial Services Representative
E*TRADE Financial
01.2020 - 05.2023
Associate Financial Services Representative
E*TRADE Financial
01.2019 - 01.2020
BACHELOR OF SCIENCE - Finance
Clemson University
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