Tiombe Smith-McRae

• Asked appropriate open-ended questions to discover customers' needs and requirements.
• Updated internal databases with account information to maintain concise, clear records.
• Assisted in developing and implementing business improvement programs to bring gradual, ongoing improvements to products, processes, and services.

Communicatedated with both branches and external investment managers regarding questions involving the various investment programs Monitoreditored commissions payments and checks on an daily basis.

• Review and approved account upgrades to various managed advisory programs
• Coordinated meetings, calls, and demos for person account management team.
• Worked as the lead associate processing weekly and monthly alternative commissions payments to the financial advisors.
• Utilized an allocation tool, financial management software including a mainframe system as well as a task queue.took questions and any ad hov service questions by phone and email from the branches, Financial Advisors and other departments

• Assisted with special events and programs.
• Supported engaging, fun, and smooth-running events by helping with organization and planning.
• Used strong interpersonal communication skills to convey information to others.
• Represented organization positively and professionally while providing community with much-needed services.
• Communicated with staff members to stay informed about volunteer opportunities and events.