Experience

PCR Financial Aggregation

• United States
• Financial Services
• 1 - 100 Employee

• Client Success Manager

  • Oct 2021 - Present

  • Lead client meetings to provide account updates and develop action plans for open matters • Managing the internal JIRA Service ticketing system, gather and analyzing data to identify issue trends and root causes • Analyze and interpret data trends and develop improvement solutions; educate Clients on changes to process and reoccurring issues • Provide accurate, timely deliverables to clients to ensure that expectations are being met • Propose proprietary system enhancements to current processes with our developers • Escalating and resolving clients’ issues as they arise, and provide status report to clients regularly • Work closely with clients and analysts to troubleshoot any issues with data delivery Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Customer Success Manager

  • Nov 2013 - Oct 2021

  •Managing CRM and coordinating all clients communication including weekly and monthly reporting crisis management and escalations • Supporting large clients with complex products and organizational structure •Maintains a deep understanding of product updates and new offerings and articulates those improvements to customers and our solution partners •Developing and maintaining project plans and action item lists and conducting regular customer status meetings •Maintaining proactive customer communication to foster high touch relationships •Acting as a liaison between clients and various groups within the bank •Attending meetings, and performing account reviews with clients to build and strengthen relationships •Escalating and resolving clients’ issues as they arise, and provide status report to clients regularly •Maintaining a consistently healthy pipeline by logging sales and renewal activities, customer data and customers' status within internal systems •Experienced in negotiating and influencing. Ability to reach an agreement and drive outcomes, affecting the action, behaviors, or opinions of others •A proven track record of meeting or exceeding performance goal Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Premier Client Manager

  • Dec 2010 - Nov 2012

  • Managed and oversaw $50 million of assets under management. • Expanded premier relationships from 170 to 350, while generating over $500 thousand a year in revenue • Analyzed Equity and Fixed income securities to enhance clients’ portfolio return. • Actively developed and executed sales, relationship, and credit strategies that consistently met and exceeded sales goals. • Customized insurance solutions to suit individual customers, often covering a variety of risks. • Utilize customer relationship management system to provide targeted sales opportunities and proactively sell to current and potential high net worth customers. • Assisted and advised clients with loan application, while setting and managing expectation throughout the loan approval process. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 2009 - Dec 2010

  • Coached and managed team of six personal bankers pertaining to investment sales and product knowledge.• Oversaw over $30 million of assets under management.• Responsible for investment sales, insurance and financial planning.• Formulated asset allocation strategies and developed proprietary investment models for client portfolios.• Developed a customer base through referrals from satisfied clients, speaking at seminars and meeting clients through business and social contacts.

• Personal Banker

  • Mar 2007 - Jan 2009

  • Top 2% performer in the Country in 2008.• Ranked among top 10 bankers at bank; for cross-selling 4-5 products on average during each client meeting.• Responsible for all daily branch operations: opening, closing procedures, and overall branch management.• Specialized in investment, insurance and small business products.• Maintained and broadened assigned portfolio and continuously identified customer needs to match and sell appropriate products.• Retained and expanded profitable client relationships by providing exceptional personalized service. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Jul 2005 - Mar 2007

  • Established, retained, and improved relationships with banking center customers and potential customers to achieve sales goals and provide quality customer service. • Opened deposit accounts, processed loan applications, responded to customer inquiries, resolved issues, recognized and referred cross-sell opportunities. • Established, retained, and improved relationships with banking center customers and potential customers to achieve sales goals and provide quality customer service. • Opened deposit accounts, processed loan applications, responded to customer inquiries, resolved issues, recognized and referred cross-sell opportunities.