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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLESUMMARYOver 25 successful years of banking experience with extensive knowledge of credit commercial and residential loans, insurance, mutual funds, as well as operational controls and compliance. Consistently achieving all sales and customer service goals. Excels at planning, organizing, and leading multi-faceted activities. Motivated and goal oriented with exceptional analytical and organizational skills.EXPERIENCEPershing LLC Sr. Rep Client Processing, December 2017-PresentClient Processing- Providing quality, and complex client service and support to internal and external clients daily, including problem resolution, transaction processing reconciliations, and accounting services, and updates to client accounts. Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions. Investigates and corrects errors in client accounts, accurately opens and updates accounts or company records. Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or a specialist. Identifies and resolves problems, investigates and corrects errors in customer accounts. Maintains correspondent accounts in accordance with applicable regulations and Pershing policies, ensuring regulatory compliance and minimizing exposure related to assigned operational tasks.Bank of New York Mellon Fund Accountant, 2013-December 2017Maintains accounting records related to a specific group of Exchange Traded Funds. Responsible for: cash and asset reconciliation research and exception clearing, transaction processing, income and expense related processing, research and clearing, supporting daily NAV generation, periodic and ad hoc reporting. Clears exceptions and identitys and communicates any issues that affect the accuracy of the account records.Bank of New York Mellon Trade Specialist II, 2006-2013Provides professional relationship management support to an assigned group of investment managers or clients by ensuring the completion of all transaction processing, as well as ensuring the daily customer service needs are met. Transactions processing includes; global and domestic trades, derivatives, foreign exchanges, currency movements, wire transfers, client cash. As a Senior Trade Specialist coordinating the workflow of assigned investment managers and clients, keeping in mind trading volumes, complexity, sensitivity, and risk associated with each type of transaction. Coordinate other activities for the team, including the impact of new business, conversion activity, advisor and client automation or other projects. Approve and review, foreign exchange transactions and outgoing wires within set limits. Completing daily critical controls for teams relationships ensuring compliance with internal procedures and minimize exposure.Solvay Bank Assistant Vice President, Branch Manager, 2003-2006Responsibilities include Loan Officer Duties of approving and declining consumer loan applications. Initiating Sales and referral of new business to appropriate areas of the bank. Contacting new business clients by making outside office calls. Prepares various operating reports including budgets, financial goals, and call goals. Overseeing all staff reviews, scheduling, coaching, hiring and motivating to attract and retain new business. Meeting all audit requirements. Specialized Licenses: Series 6 and 63, NYS life and Health Insurance, State of New York Notary Public.HSBC BANK Officer Level Assistant Branch Manager 1999-2003Responsibilities include processing consumer and commercial loan applications and closing. Initiating, sales, and referral of new business. Attract, retain and motivate. Staff through coaching to increase productivity and sales results. Scheduling staff hours and preparing work reviews. Meeting operational controls and compliance requirements. Specialized Licenses: Series 6 and 63, NYS life and Health Insurance, State of New York Notary Public.Special Achievement: Mortgage Branch of the year 2000, 2001 & 2002. Small Business Branch of the year 2002. Individual Sales of over 1.2 Million investment and insurance dollars for 2002.HSBC Bank Platform Specialist 1991-1999Open and close accounts, reconcile accounts, process loan applications and close loans. Assist customers with bank forms. Review and approve overdrafts and checks for cashing. Initiate sales and referral of new business. Achieved specialized licensing.SERVICE ORGANIZATIONS:Greater Chamber of Commerce, Camillus, New YorkRotary International, Camillus, New YorkEducationBS, Business Administration, Nazareth College of Rochester, NYAAS, Humanities, Onondaga Community College, NY |
