Senior New Accounts Representative- Elite Resume Example
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SENIOR NEW ACCOUNTS REPRESENTATIVE- ELITE
Summary
Seeking a challenging and responsible position in which offers the opportunity to utilize skills, developed through education and employment experience. Motivated Senior New Accounts Representative versed in New Accounts and Customer Service. Driven to exceed expectations and able to operate effectively in high-pressure environments. Seeking to build long-term career with established company.
Skills
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Experience
Heritage Financial Corporation | Mukilteo , WASenior New Accounts Representative- Elite 12/2012 - Current
- Provide accessible source of New Accounts knowledge by serving as a subject matter expert to the Regional Service Team's, Correspondence Review, Cash Management and Transfers department along with delivering exceptional service while building rapport with our Advisors and their staff
- Manage back office needs and effectively process Advisor transactions using internal workflow systems such as AAA, Trex, Outlook, Salesforce, RAO, & EWA
- Follow departmental standard procedures with a high degree of accuracy
- Analyze all paperwork received, document and notify clients of pending issues while working closely with clients for resolution, and accurately process accounts as they are resolved
- Review and process cash management and banking needs that Advisors may have for their clients
- Satisfy special needs of existing account holders by providing quick, concise and accurate information.
- Perform in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability
- Review and analyze any and all parts of the transfer process to ensure completeness and compliance with industry and company rules
- Serve as a subject matter expert by assisting the System & Project Management team with testing and release projects to help better TDA procedures, systems & programs.
- Assist management and the team with assigned daily projects & reports
- Assist the team manager in the dissemination and explanation of changes in New account procedures and new information to team members.
- Provide input and recommendations for process improvement as it regards to current policy and procedures.
- Coordinate and assist with the training of new members to the New Accounts team.
Interim Healthcare | Augusta , GASenior Relationship Manager- Custom Solutions 12/2011 - 12/2012
- Provide accessible source of New Accounts knowledge by serving as a subject matter expert to the Regional Service Team's, Correspondence Review, Cash Management and Transfers department along with delivering exceptional service while building rapport with our Advisors and their staff
- Process Elite client/advisor paperwork by opening a new account or processing maintenance on updating client information on an existing account.
- Create and follow up on Remedy tickets on behalf of associates for system related and/or program access.
- Assist with setting up incoming and outgoing Transfers.
- Assist with the setup/maintenance of Cash Management.
- Serve as a subject matter expert by assisting the System & Project Management team with testing and release projects to help better TDA procedures, systems & programs.
- Assist with the training of faxes and Electronic usage of client paperwork using internal systems such as Kofax / Workflow being introduced to the department.
- Assist management and the team with assigned daily projects & reports
Interim Healthcare | Bellevue , WASenior Representative Lead- New Accounts 12/2010 - 12/2011
- Responsible for maintaining supervisory and company daily reports
- Assist project management team with testing/projects to help better TDA procedures, systems & programs
- Hold daily group huddles and weekly individual associate meetings on department duties and/or associate development
- Substitute for team manager(s) when manager(s) were unavailable such as assisting with managerial duties
- Being available for all questions/inquiries from associates and/or other departments in applying Stellar Service at all times
- Manage supervisor queue in Workflow by tracking associate errors and updating client accounts as needed
- Create developmental and training plans for individual associates
- Enforced company policies and procedures to strengthen operational standards across departments.
- Planned and prepared workflow schedules, delegating tasks for a 40+ member New Accounts team
- Managed personnel scheduling, facilitating adequate coverage to meet demand.
- Implemented training processes for newly hired employees and supervised department associates & shift lead(s)
- Delegated daily tasks to team members to optimize group productivity
- Directed and led employees, supervising activities to drive productivity and efficiency
- Assisted Managers in evaluating employee performance and cultivating improvement initiatives
- Mentored staff to enhance skills and achieve daily targets such as TD Ameritrade's service level agreement and deadlines, using hands-on and motivational leadership
Interim Healthcare | Boise , IDNew Accounts Representative11/2006 - 12/2010
- Processing Client/Advisor information electronically such as Ex: money market changes, address changes, adding or deleting interested parties and power of attorney's, updating beneficiaries on Ira accounts.
- Assort/Scan mail based on checks and documentation for processing.
- Assign preassigned new account applications account numbers based of advisor firm rep codes
- Process faxes using internal system, Kofax, by using the Quality control process on new account applications and correspondence paperwork for new and existing accounts to push through to Workflow electronically
- Responsible for opening multiple electronic new accounts daily.
- Ability to do data entry into AAA, Workflow, BOS Web, Salesforce, RAO and efficient use of the telephone systems.
- Provide assistance to the project management team with system issues and/or testing imaging releases.
- Provide accurate and responsive information in assisting service teams or other departments in problem solving on existing or new account holders
TD Ameritrade | City , STATEAllies Co-Lead01/2014 - Current
- Brainstorm ideas as an Associate Resource Group, ALLIES (Associates Leading LGBT Initiatives Engagement & Success), to incorporate the LGBTQIA+ community at TD Ameritrade.
- Alllies goal is to find ways to bring a more diverse and inclusive community/culture to TD Ameritrade
- Develop a strong ally program at TD Ameritrade by creating a safe space for associates to bring their authentic selves to work
- Work with the Allies group across all TD Ameritrade locations on striving to have TD Ameritrade score 100% on the Human Rights Corporate Equality Index.
- Organize TD Ameritrade sponsored events/fundraising/volunteering opportunites to represent the LGBTQIA+/ ALLIES community.
- Assist in associate engagement by taking part in diversity and inclusion meetings.
TD Ameritrade | City , STATEAssociate Counsel Member01/2013 - 01/2014
- Organized and strategized group activities amongst associates for the San Diego Office at TD Ameritrade to help improve Associate experience.
- Identify, capture and communicate the needs and desires of Associates in an organized way.
- Build communication bridges across departments and other Business Units.
- Foster a fun, collaborative and inclusive work environment in which all Associates are welcome to participate and have a voice.
- Promote employee engagement through community service, social networking and professional development opportunities.
Mama’s Kitchen | City , STATEVolunteer01/2018 - Current
Habitat For Humanity | City , STATEVolunteer01/2011 - Current
Special Olympics | City , STATEVolunteer 01/2001 - Current
Education and Training
Academy Of Mount St Ursula | CityHigh School Diploma06/2001
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Resume Overview
School Attended
- Academy Of Mount St Ursula
Job Titles Held:
- Senior New Accounts Representative- Elite
- Senior Relationship Manager- Custom Solutions
- Senior Representative Lead- New Accounts
- New Accounts Representative
- Allies Co-Lead
- Associate Counsel Member
- Volunteer
Degrees
- High School Diploma
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