Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Professional Summary
Client-centered banking professional with a diverse financial client service and operations experience with a direct custody and clearing Global Corporate and Investment Bank Leader.
Skills
Strong understanding of Commercial and Investment Banking in Trade Management, with excellent Accounting, Audit and Operations background.
Outstanding communicator, proficient at building strong working relationships with wide range of coworkers and clientele
Adept at analyzing business processes and providing recommendations for improvement to procedures for reduction and efficiency
Able to prioritize and thrive in fast-paced, deadline-oriented environments.
Customer-oriented
High level of accuracy
Strong customer relations
Practices due diligence
Strong interpersonal skills
Accustomed to high volume, volatile markets
Ensure timely settlements for trades in markets worldwide
Reconcile trade discrepancies
Manage and reduce risk associated with settlement failure.
Risk mitigation
Work History
Client Processing Specialist , 2009 - Current Fm Global – Frisco, TX, Client Facing Corporate and Investment Banking Client Service and Operations in Trade Management for Domestic and International Clients. This includes but is not limited to Global and Domestic trade Settlement, Domestic trade processing, reporting, reconciliation and client service.
Work Flow Coordinator or Team Lead for Trade Management group under Associate organizational umbrella. Additional responsibilities include providing subject matter expertise for the team and department, team mentoring, LEAN problem solving champion, and team event coordination. Crossed trained and able to provide back up coverage for all clients our team is responsible for, as well as additional back up coverage throughout the department.
ETF (Exchange Traded Funds) Client Service and Operations for numerous Domestic and International clients. Responsibilities include Global and Domestic trade settlement, monitoring, processing of Create and Redeem baskets which include trades and cash. Additionally; Corporate Action advisement, monitoring and processing are included.
Domestic Trade Processing for Operations in Trade Management.
Accounting Compliance, 2005 - 10/2007 Trek Bikes – Columbus, OH, Accounting
Compliance employee responsible for conducting the final review of all associated paperwork
for a vehicle transaction.
Ensure that
all paperwork, contracts and legal forms are in the correct format and
complies with all Dealership, Corporate, Honda and Federal regulations.
Additional duty of reporting all new and
certified used Honda sales to American Honda Corporation. This requires working extensively on Honda
Intranet and dealership Reynolds & Reynolds information management
systems.
Delivery/Aftermarket
Sales Consultant. Promoted to new position of Aftermarket Sales
Consultant. Personally responsible for
generating $25,000-35,000 monthly additional revenue for a dealership
consistently ranked in the top 10 nationwide for sales volume.
Added responsibility of expanding Honda and
aftermarket accessory sales to customers after purchase of their new
vehicle.
Also worked directly with the
customer, service department, and outside suppliers in coordinating all aspects
of accessory installation.
Delivery
Coordinator. Promoted to Delivery Coordinator responsible for conducting all aspects of final vehicle delivery
to customer. Responsibilities include
final inspection of vehicle condition, thorough explanation of all features of
the client’s vehicle and all associated owner’s manual and books. Extensive knowledge of nine vehicle models
and numerous trim levels within each model. Conducted sales follow up and customer
satisfaction interviews. Had final
authority of correcting any problems and/or issues a client might have. Also
maintained and updated various spreadsheets to track sales performance
statistics.
Receptionist. Responsible for answering and directing customer telephone calls
on multi-line system.
Lead Sales Associate, 01/2003 - 2005 Gap Inc. – City, STATE, As the only full time associate for Baby Gap I received special training as Sales Coach to
provide a leadership role in activities and decisions in the store.
Responsibilities also included training new employees and mentoring all
employees.
Additional responsibilities included working at the register, wall design, maintaining marketing and display,
inventory, and customer service.
Education
High School Diploma: Psychology, Expected in - Collin County Community College - 2800 E Spring Creek Pkwy Plano, Texas 75074 GPA:
High School Diploma: General, Expected in 1999 - Frisco High School - 6401 Parkwood Drive Frisco, Texas 75034 GPA:
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