Demonstrated ability to lead teams, facilitate meetings, lead customer support projects, mentor junior team members and effectively manage client escalations.
March 23, 2020
Support development of storyboard, content, and data analysis for a high volume of presentations and reports for Global Clients & Industries Leadership teams and other high-profile leadership events, as required.
March 30, 2020
Collaborate with Advisors on the DLWS website and marketing initiatives including establishment of a marketing calendar and client segmentation strategies for targeted content delivery.
April 01, 2020
Manage the reporting for team performance metrics and client growth, as well as lead the team in any action planning, and course correction necessary to ensure the ability to meet and exceed goals.
April 14, 2020
Monitoring team performance and ensuring development and/or improvement plans are implemented when necessary in accordance with HR guidelines.
June 01, 2020
Drive end-2-end Deposit client experience improvements derived from a deep understanding of how our systematic rules and business policies impact experience delivery.
June 17, 2020
Provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religious beliefs, sex, gender, sexual orientation, age, marital status, national origin, ancestry, physical or mental disability or history of disability, genetic information, status as a protected veteran or disabled veteran, or any other status protected by Federal, state or local law.
June 29, 2020