Theresa Law
Georgetown,IN
Summary
Professional with strong background in relationship management and client engagement. Proven ability to drive growth and build lasting partnerships through effective communication and strategic planning. Skilled in team collaboration, problem-solving, and adapting to changing priorities. Known for delivering results and fostering positive work environment.
Overview
28
28
years of professional experience
Work History
Senior Client Service Manager
BNY Mellon Corporate Trust
06.1997 - 03.2025
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Negotiated contracts with clients to secure long-term partnerships while safeguarding company interests.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
- Served as primary point-of-contact for questions or concerns from clients during ongoing projects.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
- Implemented strategies for client retention, resulting in increased repeat business and referrals.
- Provided expert guidance on industry trends, helping clients make informed decisions about their investments in our products or services.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Provided exceptional customer service by addressing concerns promptly and professionally.
- Delivered superior customer service to strengthen relationships and drive future business revenue.
- Reviewed overdue tickets and followed-up with customer support personnel to resolve root cause of delay.
- Built partnerships with diverse internal teams and sales, finance, and operations departments to streamline processes.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank''s reputation as a trusted financial partner.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
Education
Graduate Certificate -
Business And Banking
Louisville, KY11.1996
High School Diploma -
American School
Chicago, IL05.1979
Skills
- Customer engagement
- Customer interaction
- Public speaking
- Strategic planning
- Client rapport
- Portfolio management
- Business development
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Client relationship management
Timeline
Senior Client Service Manager
BNY Mellon Corporate Trust
06.1997 - 03.2025
Graduate Certificate -
Business And Banking
High School Diploma -
American School
Similar Profiles
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
Banu RaviBanu Ravi
Senior Associate at BNY Mellon Technology SolutionsSenior Associate at BNY Mellon Technology Solutions
SHOKHRUKHMIRZO OBIDOVSHOKHRUKHMIRZO OBIDOV
Associate at BNY MellonAssociate at BNY Mellon