Elan Schlossberg
Wealth Management Banking Specialist at Merrill Lynch
- Role
- Wealth Management Banking Specialist at Merrill Lynch
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Elan Schlossberg
I joined the financial industry over ten years ago with the goal of helping others…
Experience
Wealth Management Banking Specialist
Jan 2023 — Present · Albany, NY, US
As a Wealth Management Banking Specialist for Merrill Lynch, I partner with Financial Advisors and their teams to bring our Preferred Rewards program to their clients. My goal is to ensure our Wealth Management clients are aware of, and are able to take advantage of the exclusive banking benefits they are entitled to based on their relationship. These include deposit products, credit cards, loans and small business, among many others. My mission is to ensure complete satisfaction through exceptional client service, and to be the first person advisors and clients think of when they think about banking.
Education
State University of New York at Delhi
Associate's degree
1999 — 2003
SUNY Oneonta
Bachelor of Science (B.S.)
2003 — 2004
Skills
- Cold Calling
- Retail
- B2b
- Customer Experience
- Crm
- Leadership
- Time Management
- Customer Satisfaction
- Sales Operations
- Customer Retention
- Customer Service
- Sales
- Management
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