Janine Mouille

• Developed and implemented performance metrics to track progress and team productivity.
• Conducted regular performance evaluations, providing constructive feedback to team members for growth.
• Collaborated with cross-functional teams to identify learning needs and design tailored solutions.
• Facilitated team meetings, promoting open dialogue to address challenges and share best practices.
• Managed and motivated employees to be productive and engaged in work.
• Maintained professional, organized, and safe environment for employees.
• Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
• Maximized performance by monitoring daily activities and mentoring team members.
• Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.

· Administer account transactions with clients and assist in locating sales opportunities for Financial Advisors.

· Maintain Client records to facilitate smooth transactions for financial processes.

· Open accounts for new and existing clients and assist clients in completing application forms.

· Prepare account statements, reports and other records and review paperwork for accuracy.

· Maintain knowledge of new products and processes.

· Administer account transactions and responded to client inquiries concerning financial products.

· Build and deepen productive client relationships.

· Respond to inquiries from clients and provide advice to drive fiscal growth.

· Provide procedure guidance to Team Members.

· Assist in mentoring new Financial Service Associates.

· Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.

· Extended and sustained relationships with clients to maintain and grow business.

· Communicated lending decisions to clients.

· Coordinated with various divisions and departments in servicing of routine banking transactions.

· Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

· Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

· Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.

· Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

· Worked with clients to support understanding of rationale and details of financial strategies.

· Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

· Facilitated new client onboarding process and investment account setup.

· Developed personal rapport with each client to maintain client loyalty and establish long-term accounts.

· Remedied gaps in financial planning based on client needs and suitability.

· Processed client requests for statements, ordering additional checks, and updating client personal information in database.

· Recommended strategies for clients regarding investment planning, insurance coverage and cash management.

· Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.

· Promoted financial products by maintaining excellent service offering knowledge.

· Balanced cash drawers and vault accounts on daily basis with zero discrepancies.

· Counted currency, coins and checks in cash drawer, night depository and ATM.

· Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.

· Established rapport with new clients to increase satisfaction and loyalty.

· Maintained friendly and professional client interactions.

· Educated clients on online banking and mobile banking applications.

· Learned and adapted quickly to new technology and software applications.

· Paid attention to detail while completing assignments.

· Self-motivated, with a strong sense of personal responsibility.

· Gained extensive knowledge in data entry, analysis and reporting.

· Completed paperwork, recognizing discrepancies and promptly addressing for resolution.

· Adaptable and proficient in learning new concepts quickly and efficiently.

· Managed time efficiently in order to complete all tasks within deadlines.

· Excellent communication skills, both verbal and written.

· Completed multiple tasks simultaneously to optimize project completion.

· Worked with senior leadership to complete complex projects on time.

· Handled administrative duties, filing, and errands.

· Provided assistance with preparation of project-related reports, manuscripts and presentations

· Tackled array of tasks under watchful eye of project manager.

· Created and updated records and files to maintain document compliance.

· Developed and implemented project plans and budgets to ensure successful execution.

· Reported regularly to managers on project budget.

· Addressed client inquiries, requests and complaints with courtesy and professionalism.

· Went above and beyond with service to promote loyalty and support bank goals.

· Reviewed information in client accounts and made recommendations for new products and services.

· Investigated disputes and handled suspected fraud with diligence and attention to detail.

· Stayed current on banking products, services and regulations to continue delivering top-notch service and support.

· Strengthened client relationships by upholding strict standards and delivering fast, friendly client service.

· Educated client about available services, products and bank resources.