Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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VALENCIA DOYLE

Harriman,USA

Summary

Experienced banking professional with over 20 years of expertise in financial and client services. Skilled in providing proactive assistance to onboarding officers, maintaining strong customer relations, conducting independent research queries, mentoring new team members, and performing quality control for accuracy. Strong focus on achieving solutions to problems and successful onboarding.

Overview

16
16
years of professional experience

Work History

Wealth Support Specialist

Truist Bank
08.2018 - 07.2024
  • Provides client and advisor support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors
  • Acts as the primary point of contact for client requests and works closely with a virtual team to fulfill those requests
  • Maintains positive working relationships with various departments and individuals to ensure client needs are met
  • Assists with administrative functions and supports sales and retention efforts
  • Conducts weekly recurring meetings with the Wealth Advisor and Wealth Support Specialist (WSS)
  • Manages client treatment and segmentation
  • Monitors and assists with setting up appointments and dispositioning referrals
  • Reviews and updates opportunities in the pipeline
  • Ensures client records are coded correctly and have the proper role in the Client Assignment System (CAS)

Client Onboarding Officer, Associate

J.P Morgan Chase Bank
10.2015 - 07.2018
  • Supported all aspects of client onboarding, including Anti-Money Laundering (AML) and Know Your Client (KYC) requirements
  • Ensured compliance with regulatory changes and requirements
  • Managed AML/KYC and maintained accurate client data and documentation
  • Successfully reduced SLA for 90% of requests to under 1 day through the implementation of efficient tracking systems

Account Opening Specialist

J.P. Morgan Chase Bank
06.2010 - 10.2015
  • Collaborated with bankers to collect, analyze, and validate onboarding documentation
  • Provided in-depth analytics of customer documentation based on different factors
  • Coordinated funding and follow-up throughout the onboarding process
  • Acknowledged for 43% annual growth in new account openings

Client Service Associate

J.P. Morgan Chase Bank
10.2008 - 06.2010
  • Acted as the primary point of contact for Private Wealth Management clients
  • Worked closely with cross-functional teams to deliver a seamless client experience
  • Resolved client inquiries and issues in a timely and professional manner
  • Identified and monitored suspicious activity for fraud prevention

Education

Bachelor of Science - Business Studies

State University College at Buffalo
12.2003

Skills

  • Strong organizational skills
  • Time management skills
  • Exceptional communication skills
  • Interpersonal skills
  • Ability to work independently
  • Ability to work as part of a team
  • Detail-oriented
  • Ability to handle multiple tasks simultaneously
  • Experience in managing budgets
  • Proficient in utilizing Microsoft Office, Salesforce and Client Central programs to streamline processes and enhance productivity

Accomplishments

  • Instrumental in onboarding a client with over 20 different entities, resulting in a 98.8MM relationship.
  • Recognized as the lead Onboarding Officer for complex onboarding requests and received stellar feedback from demanding bankers.
  • Single-handedly KYC'd and onboarded 21 accounts, yielding 12MM in funding, in just 11 days.
  • Opened 49 complex new client accounts, resulting in 640MM in funding over a 3-week period.
  • Previously held Series 7 and Series 63 licenses, demonstrating knowledge of securities and state regulations.

Timeline

Wealth Support Specialist

Truist Bank
08.2018 - 07.2024

Client Onboarding Officer, Associate

J.P Morgan Chase Bank
10.2015 - 07.2018

Account Opening Specialist

J.P. Morgan Chase Bank
06.2010 - 10.2015

Client Service Associate

J.P. Morgan Chase Bank
10.2008 - 06.2010

Bachelor of Science - Business Studies

State University College at Buffalo

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VALENCIA DOYLE