Kristie Mels
Bartlett,IL
Summary
Seeking to utilize and improve existing skills in consumer investments client services to explore new opportunities by completing Series Security Licensing.
Overview
10
10
years of professional experience
Work History
Transition Specialist
Merrill Edge
07.2023 - Current
- Provide expertise and empathy during the deceased wealth transition process by communicating clearly with clients to explain necessary documents and next steps
- Co-editor in chief of the Life Services Newsletter to create team engagement and information among peers
- Create, process, and route deceased cases to ensure client satisfaction and mitigate risk
Financial Service Representative
Merrill Edge
08.2022 - 07.2023
- Provide high level client experience reflected in month over month satisfaction survey scores
- Mentor onboarding associates virtually and in person with on the job coaching and feedback to ensure consistent and accurate delivery for our clients -Implement the True Service excellence model during client interactions to establish credibility and build trust with every call
- Participation in the Top Performer Round Table hosted by segment executives
Relationship Banker
Bank of America
11.2020 - 08.2022
- Advising each client toward a banking solution that best fits their needs and goals
- Open, service, and review banking products on a personalized client level
- Uphold the standards of the company to comply with banking regulations by completing ongoing training
Main Bank Supervisor
Grand Victoria Casino
10.2013 - 11.2020
- Motivating and leading employees to succeed by creating open communication and encouraging feedback
- Solving customer disputes to ensure overall satisfaction and experience
- Multitasking and leading by example to ensure proper scheduling coverage
Education
High School Diploma -
South Elgin High School
South Elgin, Illinois2010
Skills
- Client Experience
- Mentoring
- Leadership
- Teamwork
- Event Planning
- Communication
- Organization
- Ownership
Timeline
Transition Specialist
Merrill Edge
07.2023 - Current
Financial Service Representative
Merrill Edge
08.2022 - 07.2023
Relationship Banker
Bank of America
11.2020 - 08.2022
Main Bank Supervisor
Grand Victoria Casino
10.2013 - 11.2020
High School Diploma -
South Elgin High School
Similar Profiles
James J. BarattaJames J. Baratta
Financial Solutions Advisor at Merrill EdgeFinancial Solutions Advisor at Merrill Edge
William SlyWilliam Sly
FSA at Merrill EdgeFSA at Merrill Edge
Edgar FloresEdgar Flores
Operations Specialist at Merrill EdgeOperations Specialist at Merrill Edge
Lisa KincaidLisa Kincaid
Special Education Teacher at Beach Park School District #3Special Education Teacher at Beach Park School District #3
Ava BabulaAva Babula
Research Assistant at Professor Richard Albert at UT AustinResearch Assistant at Professor Richard Albert at UT Austin