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Candidate's Name
Street Address  VAL COURTBURLINGTON, KY Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEObjecveExperienced Financial Services Specialist with over 15+years of Customer Service and Operaons processing going above and beyond service level agreements and company established goals. I am seeking to become an asset to improve daily operaons with acquired skills.Professional ExperienceLOGISTICS COORINDATOR- MILLER KNOLL/DESIGN WITHIN REACH 2016 PRESENTStrategically plan and manage product logiscs, warehouse, transportaon, and customer services.Direct, opmize and coordinate full order cycles.Liaise and negoate with suppliers, manufacturers, retailers, and customers.Resolve any arising problems or escalaons.Meet cost, producvity, accuracy, and meliness targets.Maintain metrics and analyze data to assess performance and implement improvements.ACCOUNT MANAGER- ASSOCIATED GLOBAL SYSTEMS 2014-2016Coordinate mely and accurate shipments.Ensure accuracy of orders and accompanying shipping documents.Idenfy and x shipping errors.Prepare bills and invoices.Oversee producon meliness with assigned client. SENIOR CUSTOMER CLAIMS REPRESENTATIVE-CONVERGYS 2012-2014Handle a high volume of incoming calls from a large variety of customers to provide informaon on benet plans, medical plans, and pre-authorizaons.Provide superior level of customer service while providing accurate informaon to the customer to eliminate future calls.Perform problem resoluon on any past errors on customer database. PRODUCT SUPPORT CONSULTANT/TERRITORY MANAGER-STONEHOUSE BUILDING PRODUCTS 2010-2011Service all incoming calls through call line to a superior level of customer service in an environment in which excellence is paramount.Run quotes for eld associates for pricing, customer t, and oered soluons.Place outbound calls to enhance sales, follow up on product informaon, issue resoluon, and enhance client relaonship with a personal touch. PERSONAL BANKER/SENIOR BANKER-US BANK 2008-2010Acvely developed new business while expanding exisng customer relaonships with the bankConstantly exceed monthly sales requirements and received several Vice. President Awards for going above and beyond with call issue resoluon.Promoted to Senior Banker aer 4 months of employment based upon my knowledge of the banking industry, call volume, and customer monitored interacons.TEAM LEAD/QUALITY CONTROL PROJECT MANAGER-FIFTH THIRD BANK 2005-2008Created, monitored, modied quality control policies procedures for the team.Ensuring team met all quality and accuracy standards.Monitored daily reports and serving as primary escalaon point for team. SENIOR BROKER SERVICES REPRESENTATIVEProvided superior knowledge of current account selement instrucons for sweeps, periodic investments, systemac withdrawals, and dividends.Served as the primary support group for all Fih Third Securies Licensed Sales Representaves and Sales Associates.Assisted brokers with sales of new brokerage accounts by guiding and providing all necessary documentaon needed to sell the brokerage product to the nal customer.INVESTMENT ADVISOR BROKERAGE OPERATIONS-FIDELITY INVESTMENTS 2006-2008Dues included seng up managed rerement, corporate, estate, non-prototype, and trust accounts as well as all simple IRA accounts.Set up of automated account builder product, check wring, money-line, debit/credit card, and bank cashiering transacons. WORK GROUP LEADER/RETIREMENT PLAN SPECIALIST-FIDELITY INVESTMENTS 1996-2006Responsible for providing guidance and feedback to associates as a tenured plan specialist.Managed a complex workload that required seng team goals and ensuring goals were met.Implemented a training program for teams to consistently improve performance and service.Responsible for daily processing and reconciliaon of 401k distribuons.Daily contact with plan administrators for special requests or plan issues. EducaonWilmington College of OhioBachelors degree of Science Business Administraon References upon request.