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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Leslie Ann DriveRichmond, VA Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEQUALIFICATIONS SUMMARYStrong listening skills and customer service skillsIn depth experience working with diverse target markets15+ years work experience in the financial services arenaExperienced sales professionalPROFESSIONAL EXPERIENCEWells Fargo BankClaims Security Specialist IVJune 2018 to PresentProcess claims to Contra firms for assets delivered out in error. The ability to problem solve and handle escalate issues. Work as a contact and liaison between the Branch Financial Advisor and Contra firm. Handle phone calls from branches and contra firm related to assets being transferred in and out of the firm. Work to quickly retrieve assets delivered to contra firm in error. Work with management on problem solving and escalated problems. Providing superior customer service to both internal and external clients.Wells Fargo BankSecurity Operation Specialist IIIApril 2014 to June 2018Ensure client are paid on their dividends on payable dates correctly and efficiently. Paying both USD and FX trades for DTCC, JP Morgan, and Bank of New York agents. Build client worksheets for dividend payments. Balance and reconcile international accounts to meet Wells Fargo guidelines new and aged items. Provide superior customer service to our customers. Problem solves any customers issues or problems related to Champ Cases and International Dividend Box. Cross trained as back-up for teammates to ensure customers satisfaction both internal and external customers. Work from various systems and software such as BETA, JP Morgan, DTCC, Microsoft office, and excel. Promote and organize team building events for department.Wells Fargo/Wachovia BankFinancial Specialist II/Loan OfficerJune 2006 to April 2014Function as point of contact for community events related to prospects/lead for specific target audiences. Sell bank products/services to clients to help meet there daily financial needs. . Provide superior customer service to our customers. Assist customers with several innovative ways of meeting their lending needs. Make outbound calls to existing customers for referrals.Humana Insurance CompanyMarketpoint Sales RepresentativeOctober 2005 to June 2006Managed community events and informational services for 55+ target audience throughout all regions of Virginia. Managed budget and resources related to event planning. Match products and services to meet the specific needs of the 55+ market related to prescription plans. Cultivated business leads from various channels. Prepared reports related to capture results related to community events. Comply with all applicable federal/state requirements.American General Life and Accident (AIG)Financial Insurance AdvisorOctober 2004 to October 2005Promoted community events and activities to reach client base to sell personal/business services and insurances. Prospected new business owners to offer services/products including living benefits for workforce. Service claims when appropriated.First Market BankCommunity Liaison/Branch ManagerMay 1999 to July 2004Spearheaded community events as a method to prospect new client base. Trained, coached and developed associates to meet all branch goals. Provide superior customer service to our customers. Serviced existing customers and periodically reviewed needs to updated services/products as necessary.Signet Bank /First UnionMarch 1987 to April 1999Financial SpecialistIdentified products and services to meet customer financial needs. Sold all bank products and serviced existing customers. Motivated, trained and coached new hires to meet performance metrics. Issued and processed foreign drafts.EDUCATIONMaster of Business AdministrationAverett CollegeDanville, VABachelor of Science Business Administration concentrationVirginia Union UniversityRichmond, VAVolunteerUnited Way CampaignCaritasHealing PlaceMeals on Wheels |
