Looking for a job

Natalie Munn

@nataliemunn

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With seven years of experience in finance I have a passion for helping others.

United States

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What I'm looking for

I am looking for a new role that is both challenging and fulfilling. I appreciate digging into a problem and making a difference when it is solved.

I have over seven years of experience in the banking and finance industry, and I hold the Securities Industry Essentials, Series 7, and Series 66 certifications from FINRA.

I offer a strong foundation in analytical thinking, business management, and interpersonal communication. Highly adaptable and solution-oriented, I excel at managing multiple priorities, resolving challenges efficiently, and mastering new concepts with speed and precision. Committed to excellence and driven by purpose, I aim to create lasting, positive impact in every role. I welcome the opportunity to contribute meaningfully to your organization’s success.

Experience

Work history, roles, and key accomplishments

Current

Registered Client Service Associate

Current

Hightower Advisors

Jun 2022 - Present (2 years 11 months)

Acts as a frequent point of contact for clients, effectively managing all administrative activities and maintaining the CRM database to keep client information up-to-date. Compiles essential data to create customized, client-facing reports for review meetings, leads new client onboarding, and handles any ad hoc information requests to meet the needs of clients. Supports internal audit processes.

Assistant Office Manager

Northwest Bank

Apr 2019 - May 2022 (3 years 1 month)

Provided expert guidance to customers on a range of banking products to meet their financial needs and enhance branch profitability and growth. Strengthened customer relationships through ongoing engagement and personalized service. Assisted in training and supervising office personnel to maintain a high standard of service delivery. Supported audit regulatory requirements and internal policies.

Management Trainee

Northwest Bank

Jun 2018 - Apr 2019 (10 months)

Collaborated with upper management to gain expertise in daily bank operations, including financial analysis, loan origination, and business development. Demonstrated a keen understanding of bank growth and profitability through active participation in and improvement of various operational processes. Fostered productive and affirmative working relationships with colleagues.