Mona Lisa Knox

Investments Connect Consultant

513-***-****

acx4yl@r.postjobfree.com

Professional Profile

2016

USBancorp, NA Cincinnati Ohio

Investments Connect, Client Customer Service

Research and resolve client issues concerning investment accounts

Update account information

Cross Sell other investment services and products

2000-2016

USBank, NA Cincinnati Ohio

Operations Analyst, Trainer

Research and resolve branch operations and customer-oriented banking issues.

Develop and implement creative solutions to expedite problem resolution.

Train new hires for the Retail Support phone analyst position.

Create training modules and testing materials for training of new hires.

Highlights:

Developed original training manual for new hires into the Retail Support area.

Trained over 74 new hires for phone analyst position in Retail Support.

Monitored and evaluated incoming calls for phone analysts for quality assurance.

Received 2 nominations for Circle of Excellence.

Received several Employee of the Month awards.

Assistant Branch Manager, Blue Ash Ohio

Manage Teller and Platform staff in lieu of Branch Manager.

Monitored and managed daily operations of the Blue Ash branch.

Cross-sell banking services and products to diverse clientele.

Utilized Series 6 license and Ohio Insurance license to offer mutual funds to clients.

1997-2000

PNC Bank, Cincinnati Ohio

Branch Manager, Tri-County branch

• Directed daily operations, branch sales and business client development.

• Managed a staff of 10 platform representatives and tellers.

• Utilized Series 6 and 63 Ohio Insurance license to sell mutual funds investment clients.

• Branch nominated for highest sales and customer services rating in Cincinnati region.

Education

1986-1990

BS, Finance

Wilberforce University, Xenia, Ohio

Professional Development

AIB Microsoft and Excel courses

AIB Effective Training Workshop

AIB Leadership Development & Practices

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