EKA BETTIS

At EP, I successfully contributed in a support system role to my team by increasing revenues that resulted in a total of $1 billion in revenue in our region and almost $20 billion total in company revenue in 2023.

Foster City,

California

940-***-****

ad2sk5@r.postjobfree.com

http://linkedin.com/in/eka-s-bettis-924a391a5

Work Experience

EP Wealth Advisors — Client Relationship Associate 11/2022 to Present, CA

EP Wealth Advisors — Client Relationship Associate 11/2022 to Present, Redwood Shores, CA

• Partnering with the wealth advisory, financial planning, and internal support teams, as a client relationship associate (CRA), my role is to ensure client retention, growth, and satisfaction.

• Scheduling meetings with clients and assisting the financial advisors in the onboarding process are parts of my assignments

• In this role, I closely work with the Charles Schwab and Fidelity as custodian firms to open accounts, facilitate financial transactions, and ensure our clients are in possession of all necessary documentation for such transactions. I then follow through to ensure client questions are answered and let financial advisors know if a client needs further guidance or consultation.

• I closely collaborate with other EP departments to expedite bank transactions and optimize customer account maintenance for retirement accounts, inherited retirement, and ROTH conversions.

• I closely monitor the pertinent indicators to determine if a client needs to make the IRS required RMD (required minimum distribution) on their retirement or inherited IRA accounts and then initiate all required tasks to inform the client and facilitate impending distributions.

• I am well-versed in the use of the Practify, Emoney, and Tamarac financial software

• I am well-versed in interacting with Charles Schwab and Fidelity custodian web pages U.S. Bank — Personal Banker II

Wells Fargo — Personal Banker

Education

Skyline College — Associate degree of Business Management Accomplishments

• I have exceptional organizational, communication, and problem solving skills and take pride in my work.

• My core founding values are integrity, entrepreneurship, excellence, and partnership.

10/2018 to 11/2022, Millbrae, CA

I was tasked with building relationships with bank clients

• I engaged with our customers via multiple channels, including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.

• I hence built strong client relationships based on trust, while assessing and attending to our customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

• I followed through by fostering such relationships through proactive outreach and follow up, asking questions, and learning about client financial needs and banking channel preferences.

• Lastly, I identified solutions for new and existing clients based on their needs through effective engagement and communication.

11/2016 to 09/2018, Paci ca, CA

• Participated in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially

•offering/negotiating of terms and/or taking an application for a dwelling secured transaction

•Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

01/2019 to 05/2023

Revenue Generator

Successfully contributed as a support system for my team increasing revenue up to forty thousand, resulted in a total one billion in revenue in our region and almost twenty billion total in company revenue.