| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
19 West Mall Drive Huntington, New York United States 11743 631-215-9076 EMAIL AVAILABLE Objective Strategic,tireless and organized professional seeking to utilize 15+ years service, sales, operations and leadership experience in a position where a desire to drive customer experience and revenue can be fully utilized. Work Experience 11/2021 - Present Sterling National/ Webster Bank, Jericho, New York Customer Care AssociateAccountable for hitting the expected the daily operational Service Level to customers through product and service information training over the phone and being first level escalation point for critical issues.Took daily call volume of 60 to 90 calls a day on average.Educated customers on products and service offeringsInvestigated and resolved customer inquiries and complaints in a timely and empathetic manner.Showed leadership potential by assisting fellow agents with questions on accounts and procedures.Informed clients by explaining procedures; answered questions; providing information12/2019 - 11/2021 TIAA Bank, Islandia, New YorkClient Service RepresentativeMaintain integrity of brand by proof reading all bank applications submitted by email, mail and retail bank locations.Adjust interest rates on bank products.Process and update information on new and existing applications.Open and fund new accounts.Close existing accounts. 03/2018 Edward Jones, Farmingdale, New York United States Branch Office AdministratorReceived highest score from compliance branch audit 5 months into role as Branch Office Administrator.Responsible for maintaining office standards according to Edward Jones Policies andFINRA.Responsible for correspondence with clients, wholesalers and home office.anage book keeping and office expenses.Maintain scheduling for the branch.03/2016 - 07/2017 JP Morgan Chase, Sayville, New York United States Private Client BankerMaintained and exceeded monthly sales objectives.Managed book of 600 affluent branch clients.Served as primary liaison between Financial Adviser, Loan Officer and Business Specialist.Managed banking relationship, and through creating relationships made sure all short term and long term financial objectives were addressed.04/2014 - 04/2015 David Lerner Associates, Syosset, New York United StatesFinancial CouncilorWon Rookie of the year 2015.Cold called in person and by phone.Worked alone and with company executives to identify new business opportunities.Closed sales alone and with company executives.11/2010 - 04/2014 Axa Advisors, Melville, New York United States Financial AdvisorCold called in person and by phone.Presented and prepared prospects with financial planning recommendations.Introduced new clients to the firm.Closed sales.Education 1987 - 1990 Fashion Institute of Technology, Manhattan, New York United StatesAssociates in Advertising and CommunicationSkills Series 7, Series 63, Life and Health License Proficient in Windows, Word, Excel and Power Point Customer ServiceFinancial PlanningCold CallingSalesEvent PlanningBook keepingSchedulingFluent in Spanish |
