Lee-Ann Hartnick

• Managed high net-worth clients'' portfolios, ensuring their investments were aligned with their financial goals.
• Maintained strict adherence to regulatory requirements and industry best practices in all client interactions.
• Collaborated with internal teams to create customized wealth management solutions for clients.
• Assisted clients in navigating complex estate planning processes, collaborating with legal experts as needed.
• Developed strong client relationships by providing personalized financial advice and recommendations.
• Safeguarded sensitive client information through diligent documentation practices and strict compliance with privacy regulations.
• Conducted comprehensive financial assessments for new clients, identifying key objectives and risk tolerance levels.
• Identified opportunities for cross-selling additional banking products or services based on a deep understanding of each client''s individual needs.
• Provided ongoing education to clients on various investment products and strategies, empowering them to take control of their finances.
• Presented investment strategies tailored to each client''s unique needs, fostering long-term trust and loyalty.
• Conducted regular portfolio reviews with clients to assess performance, discuss any concerns, and make necessary adjustments based on changing financial goals or market conditions.
• Advised clients on retirement planning options, helping them make well-informed decisions for their future financial security.
• Enhanced client satisfaction by addressing concerns promptly and effectively resolving issues.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Educated clients on potential risks and rewards associated with various investments.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Recommended specific investments to help clients meet financial goals.

Facilitated portfolio performance review and implemented new strategies.

• Provided strategy advice to high net worth clients.
• Increased client satisfaction with timely, accurate, and insightful reporting on portfolio performance.
• Prepared opening account documentation and risk management reporting.
• Supported senior management in making informed decisions through the generation of detailed reports and presentations.
• Collaborated closely with sales team members to ensure seamless coordination between portfolio management activities and client relationship building efforts.
• Conducted regular meetings with clients to review portfolio performance, address concerns, and offer recommendations for adjustments as needed.
• Collaborated with account executives to align investment strategies.
• Identified new business opportunities by leveraging market insights and networking with industry professionals.
• Continuously improved operational efficiency within the firm through participation in internal process improvement initiatives.
• Assisted Portfolio Managers with due diligence and portfolio maintenance.
• Participated in client meetings to discuss financial analysis and strategies.

• Conducted thorough risk assessments for loan applications, ensuring responsible lending practices and minimizing default rates.
• Negotiated favorable terms for credit facilities, supporting business expansion while mitigating risks associated with lending activities.
• Strengthened client relationships by providing timely and accurate financial advice, leading to increased customer satisfaction.
• Implemented efficient banking processes to optimize operational performance and reduce errors.
• Collaborated with cross-functional teams to develop new products and services tailored to the needs of relationship banking customers.
• Provided exceptional customer service, addressing concerns promptly and maintaining long-term client retention.
• Utilized effective communication and negotiation skills, resolving disputes between clients and the bank in a professional manner.
• Spearheaded initiatives to streamline account opening procedures, enhancing the client onboarding experience.
• Identified opportunities for cross-selling additional bank products, driving business growth through strategic sales efforts.
• Organized regular client events to maintain engagement levels and foster loyalty within our customer base.
• Analyzed complex financial data from multiple sources in order to provide comprehensive recommendations tailored specifically for each client''s unique situation.
• Developed targeted marketing campaigns for relationship banking clients, boosting product awareness and adoption rates.
• Maintained compliance with all regulatory requirements, ensuring continued operational excellence within the relationship management function.
• Coordinated with internal departments to facilitate seamless transaction processing for relationship banking clients.
• Established strong referral networks within the community, generating leads for new business opportunities in the banking sector.
• Developed advanced product knowledge to share current information while generating and delivering products quotes.
• Networked to identify potential new clients and expand geographic territories.
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

• Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
• Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
• Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
• Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
• Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
• Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
• Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
• Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
• Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
• Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
• Successfully managed portfolio of high-value accounts, maintaining focus on customer satisfaction and account growth.
• Collaborated with cross-functional teams to develop comprehensive sales proposals that addressed all aspects of client requirements.
• Identified and addressed areas for improvement in sales strategies, leading to more efficient and effective sales cycles.
• Negotiated prices, terms of sales and service agreements.
• Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
• Managed multiple projects simultaneously while adhering to strict deadlines and quality standards.
• Improved decision-making processes, providing senior management with detailed analysis and actionable insights.
• Developed effective improvement plans in alignment with goals and specifications.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Conducted regular reviews of operations and identified areas for improvement.
• Enhanced data accuracy by meticulously validating and updating customer information in database.
• Improved financial forecasting, meticulously analyzing past and current financial data.
• Drove revenue growth by identifying underperforming areas and recommending solutions.
• Met with customers to discuss and ascertain needs, tailor solutions and close deals.

• Strengthened client relationships by providing timely and accurate analysis of their financial portfolios.
• Collaborated with team members to develop innovative strategies, enhancing overall department performance.
• Improved customer satisfaction by addressing concerns promptly and effectively, resulting in increased client retention rates.
• Provided support for Relationship Managers during client meetings, contributing expertise on various financial topics as needed.
• Contributed to the development of new business leads through networking events and referrals from existing clients, expanding the company''s clientele base.
• Enhanced communication between Relationship Managers and Analysts, fostering a collaborative work environment that led to higher productivity levels.
• Acted as a reliable point of contact for clients to address inquiries and resolve any issues, promoting long-term relationships built on trust and confidence in our services.
• Developed tailored financial solutions for clients based on their unique needs, leading to higher customer satisfaction scores.
• Participated in ongoing professional development opportunities to stay current with industry best practices and enhance skills as a Relationship Analyst.
• Maintained strict adherence to company policies and procedures while handling sensitive client information, ensuring confidentiality and protecting against potential breaches of privacy.
• Effectively managed multiple deadlines while maintaining high-quality work standards, resulting in consistently positive feedback from supervisors and peers alike.
• Worked closely with internal teams such as credit analysts, underwriters, and operations specialists to ensure seamless service delivery for clients'' needs across all areas of banking service.
• Assisted Relationship Managers in the preparation of comprehensive financial plans for high-net-worth clients, ensuring a holistic approach to their wealth management needs.
• Analyzed data to identify root causes of problems and recommend corrective actions.

• Managed a high volume of customer interactions, ensuring timely resolutions and positive outcomes.
• Developed and implemented strategies to increase sales and improve customer service.
• Provided leadership, guidance and direction to sales team members, offering assistance with any need at any time.
• Assisted sales team members in developing customer relationships, and building customer loyalty.
• Maintained accurate records of customer interactions, enabling informed decision-making for future strategies.
• Participated actively in networking events/industry conferences representing the organization professionally.
• Provided training and support to new team members, improving overall productivity within the department.
• Monitored competitor activities, keeping abreast of industry developments affecting potential business opportunities.
• Analyzed sales trends to identify opportunities for growth and improvement in outreach efforts.
• Increased sales revenue by building strong customer relationships and understanding their needs.
• Implemented cross-selling techniques to maximize revenue from existing clients while providing valuable solutions.
• Collaborated with sales representatives to achieve monthly targets consistently.
• Resolved complex customer issues through proactive communication and problem-solving skills.
• Coordinated logistics for product deliveries, minimizing delays and maximizing client satisfaction.
• Spearheaded initiatives aimed at enhancing customer experiences through continuous improvements in service quality standards.
• Resolved customer complaints while prioritizing customer satisfaction and loyalty.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Took ownership of customer issues and followed problems through to resolution.
• Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
• Collaborated with upper management to improve customer service processes and support structures company-wide.
• Kept accurate records to document customer service actions and discussions.
• Monitored daily sales performance and provided feedback to each team member.
• Trained and coached sales team members on best practices for customer service and sales techniques.
• Facilitated regular team meetings to discuss challenges, successes and strategies.

• Assisted clients in navigating the home loan application process, resulting in successful loan approvals.
• Streamlined internal processes, resulting in increased efficiency within the organization''s home loan department.
• Negotiated favorable terms for borrowers by leveraging extensive knowledge of lender guidelines and requirements.
• Conducted thorough analyses of clients'' financial situations to determine eligibility for suitable mortgage options.
• Provided support during closing procedures by reviewing final documents, ensuring accuracy and adherence to agreed-upon terms.
• Played an instrumental role in growing the company''s client base through effective marketing strategies targeting prospective homeowners.
• Attended industry events and conferences, expanding professional network and staying updated on emerging trends in the mortgage sector.
• Collaborated with underwriters to expedite loan applications, ensuring timely processing and funding.
• Improved client satisfaction by providing personalized home loan consultations and tailored financial solutions.
• Implemented a client follow-up system post-loan closing, resulting in increased referrals and repeat business opportunities.
• Achieved high levels of customer retention by delivering exceptional service throughout the entire loan process.
• Developed and maintained strong relationships with real estate agents to increase referral opportunities and expand business networks.
• Processed loan applications and monitored progress from start to finish.
• Assisted customers with completing loan applications and other paperwork.
• Developed and maintained relationships with customers, lenders and other third parties.
• Approved loan applications based on customer creditworthiness and provided detailed financial advice.
• Negotiated loan terms and conditions with customers to secure best deal.
• Analyzed potential risks and evaluated loan products to identify suitable options for customers.
• Identified opportunities to cross-sell and upsell loan products to customers.
• Monitored pipelines to track and log status of loans.
• Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

• Responded to customer requests for products, services, and company information.
• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.
• Assisted customers in navigating company website and placing online orders, improving overall user experience.
• Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
• Contributed to sales growth by upselling products and services based on individual customer requirements.
• Exceeded performance metrics consistently, earning recognition as a top performer within the team.
• Maintained up-to-date knowledge of product and service changes.
• Delivered prompt service to prioritize customer needs.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Addressed customer inquiries to ensure satisfaction and foster positive service experience.
• Responded to customer requests, offering excellent support and tailored recommendations to address needs.
• Promptly responded to inquiries and requests from prospective customers.
• Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.