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Title Customer Service Officer/Customer Service Account Manager
Target Location US-IL-Chicago
Phone Available with paid plan
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                                   Candidate's Name
                                     Street Address  S. Saginaw
                                   Chicago, Illinois Street Address
                                      PHONE NUMBER AVAILABLE


Summary of Qualifications
A veteran banking customer service professional with proven analytical ability. Extensive
experience in problem solving. Software experience include Microsoft Word, Microsoft Excel,
Word Perfect 6.1, JCL, SAS, Assembler, Cobol, Pascal, and Internet.

Education

                   B.S. in Computer Science, 1987 (Chicago State University)
                                       Chicago, Illinois

Experience
                             JPMorgan Chase, Chicago, Illinois
                         A World Class Financial Services Organization

11/93  Present                 Customer Service Officer

Awarded the Chairman Circle Award for one of the top deals of 2007.
Serve as primary operational contact for corporate customers. On a daily basis manage several
corporate accounts by ascertaining , analyzing, and consequently resolving customers inquiries
regarding their accounts. Extensive knowledge and training in the areas of ACH (Automated
Clearing House), Lockboxes, International Wire Transfers, Pegasus Money Market Accounts,
and Mutual Funds are used on a daily basis to satisfy customer requests. Reconcile customer
accounts and often follow up with written correspondence outlining in detail JPMorgans findings
pursuant to customers requests as well as any additional fees that may have consequently been
incurred. When situations warrant, meet with customers for purposes of account reconciliation.
Interact with all levels of JPMorgan management as well as the corporate customers
management.

8/92  11/93              Market Segment Voice Services Representative

Responsible for handling simple to moderately difficult inquiries and transaction initiation
requests from customers. Inquiries included Lockbox, Checks, Vault, Money Transfer, First
Cash, ACH, Money transfer initiation , Billing, and Non-cash Management transactions.

1/92  8/92               Money Transfer Investigations Representative

Received written and telephone inquiries from customers. Researched and resolved the most
complex problems pertaining to the Money Transfer business unit. Analyzed procedures to
determine proper research of problems. Assisted in on the job training of employees new to
customer service positions. Acted as liaison between units for non-routine information purposes.

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