Experienced and self-motivated individual who excels with customer service and support seeking a
career within the financial industry with the willingness to relocate. Excited at the prospect of taking extensive knowledge of
wealth management, securities, credit services and interpersonal skill to one of the largest global
financial services corporation in the world.
Cash handling and management
Strong analytical skills
Team building expertise
Advanced knowledge in Microsoft office (Word, Excel, PowerPoint) and new technology
Excellent social and verbal communication abilities
A problem solver
Excellent work ethic
Fast learner and quick to adapt to changes within the company
04/2017 to Current
Client Associate Merrill Lynch Wealth Management, Bank of America Corp – Vienna, Virginia
Providing dedicated, detailed operational support to a Financial Advisor
Working with different departments to take care of clients' financial issues
Effectively communicating with high profile clients to fulfil their needs
Taking stocks, annuities and certificate of deposit orders on behalf of the Financial Advisor
Building the solid, personal as well as professional relationship between clients and the team
Answering client's questions,emails and phone calls regarding financial services
Assisting other Client Associates in supporting multiple Financial Advisors
09/2015 to 04/2017
Full-time Bank TellerCitibank NA – Falls Church, Virginia
Provided great and professional customer service.
achieving various goals and referring to certain partners within the company.
Cash handling, as
well as controlling the vault.
Assisted manager with
various operational and team organized tasks.
Coached and assisted new
tellers throughout the training process .
Top 5 teller in referrals in Virginia and DC area for 6 months straight.
08/2015 to 01/2016
Part-time Sales AssociateAnn Taylor, Ann Inc. – Tysons Corner, Virginia
Completed all cleaning, stocking and organizing tasks in assigned sales area.
Routinely answered customer questions regarding merchandise and pricing.
Greeted customers entering the store to ascertain what each customer wanted or needed.
Processed cash and credit payments rapidly and accurately
Bachelor of Science: Mathematics Royal Holloway, University of London - Egham, Surrey, United Kingdom
Associate of Science: Business Administration Northern Virginia Community College - Annandale, Virginia