Lead Client Service Associate
Chelsey serves as the lead contact for clients, coordinating the activities of the client service associates and managing the training of new hires and orchestration of daily administrative workflow. Chelsey has nine years of banking experience in multiple positions, focusing on customer service and working with a diverse client base. Before joining the wealth management team, Chelsey worked in commercial banking as a teller and customer service representative.
Products of our Wealth Management service are not FDIC insured, may lose value and are not bank guaranteed.BACK TO TEAM