Tristin Tillman
Dublin,OH
Summary
Dynamic Financial Services Associate with a proven track record at Huntington National Bank. Excelled in establishing strong client relationships and enhancing financial planning processes. Skilled in CRM systems and Microsoft Office, demonstrated through efficient client management and support in meeting preparations. A creative problem solver and effective communicator while ensuring meticulous attention to detail in fast-paced environments.
Overview
4
4
years of professional experience
Work History
Broker Operations Analyst
Huntington National Bank
Columbus, OH
03.2023 - Current
Client Associate
Wells Fargo Advisors
Dublin, OH
05.2022 - 12.2022
- Assisted financial advisors with servicing over 200 clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Cultivated and strengthened relationships with new and existing clients and educated them on various account services and capabilities.
- Prepared for and coordinated marketing events, created marketing compliance documents and managed post event marketing procedures to increase customer base.
Client Service Specialist
Golden Reserve LLC
Dublin, OH
10.2020 - 04.2022
- Assist in the assembly, creation and analysis of clients financial planning and provide meeting support, including closing meeting preparation and execution.
- Process client requests and questions including distribution requests, beneficiary changes, ownership changes, death claims, account value summary's, etc.
- Review and process the new business report to ensure all life insurance and annuity policies issue in an efficient manner.
- Compile and record client data and communication accurately in the CRM system.
Education
Bachelor's - Finance Economics
Ohio Wesleyan University
Delaware, OH05.2020
Skills
- Creative Problem Solving
- Establishing and Maintaining Customer Relationships
- Proficient in Microsoft Word and Excel
- Verbal and Written Communication
- CRM System knowledge
- Efficient and Detail-Oriented
Timeline
Broker Operations Analyst
Huntington National Bank
03.2023 - Current
Client Associate
Wells Fargo Advisors
05.2022 - 12.2022
Client Service Specialist
Golden Reserve LLC
10.2020 - 04.2022
Bachelor's - Finance Economics
Ohio Wesleyan University