ERIN JONES

* ******* ** ********, ** ***** 401-***-**** adk6hv@r.postjobfree.com

EXPERIENCE

September 2019- Present

Client Associate - Merrill Lynch

Successfully scheduled all required client account reviews for five financial advisors.

Maintain and organize calendars for five financial advisors on a daily basis.

Act as primary contact between clients and financial advisors.

Accurately completed onboarding steps when new clients were acquired, including account opening and setting up digital capabilities.

Facilitate all seminars and client events, including set up, invitations, expenses and follow-up.

Quickly and efficiently respond to and perform client requests.

Accurately maintain client personal information for book of over 300 clients.

Demonstrate self-motivation and adaptability to a fast paced, quickly changing environment.

Provide and demonstrate exception communication skills, both oral and written.

Assisted in helping the team reach household acquisition goals and digital goals provided by the company.

January 2017- September 2019

Relationship Banker - Bank of America

Successfully advised clients on financial changes and decisions.

Outperformed peers and awarded Top Performer for the company.

Directed and supervised all associates in financial center.

Accelerated customer satisfaction to exceed expectations and goals.

Consistently exceeded sales goals set by the company.

Orchestrated the consolidation of the Arctic Financial Center.

Display exceptional communication, organizational, and interpersonal skills.

Enforced banking regulations, daily, in customer service and operations aspects.

Financial Center Operations Manager – Bank of America

Successfully advised clients on financial changes and decisions.

Outperformed peers and awarded Top Performer for the company.

Directed and supervised all associates in financial center.

Accelerated customer satisfaction to exceed expectations and goals.

Consistently exceeded sales goals set by the company.

Orchestrated the consolidation of the Arctic Financial Center.

Display exceptional communication, organizational, and interpersonal skills.

Enforced banking regulations, daily, in customer service and operations aspects.

November 2007 – May 2014

Teller Operations Specialist – Bank of America

Assist branch manager in coaching tellers to achieve branch and company goals.

Enforce banking regulations, daily, in all aspects of the teller line and operations.

Train and mentor new to role associates in all teller and cash handling responsibilities.

Consistently met or exceeded referral goals set forth by organization.

Performed and managed exceptional customer service.

Accurately and efficiently performed teller transactions while maintaining operational excellence.

Outperformed peers and awarded Top Performer for the company.

EDUCATION

In Progress – Expected completion, May 2021

Bachelor of Science in Business Administration – Human Resource Management

Johnson and Wales University

June 2004

Diploma – General Studies

North Kingstown High School

TRAININGS

April 2014

Assistant Manager Development Program – Bank of America

September 2010

Signature Series: Personal and Professional Brand Development Program – Bank of America

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