Diligent and driven worker who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, time management and organizational skills.
Primary point of contact for support on assigned custody account relationships which include monitoring, reviewing and balancing account activities involving Global and Domestic cash flows, foreign exchanges, income repatriation, physical security handling, overdraft and failed trade resolution and Account maintenance to internal system records.
Research and resolve issues presented by clients, their partners, relationship management and all other internal and external clients and communicate in a timely manner. Escalate issues/problems appropriately, according to established escalation paths.
Research causes for overdrafts and prepare claims to Investment Manager and/or Securities Lending agent as needed.
Provide regular feedback/communication to relationship management, via periodic meetings, regarding status of clients and all other significant information.
Review fees and research/resolve all inquiries; make system adjustments to daily balances, when appropriate, to reflect accurate billing.
Backup team members and department in general.
Complete audit and statement requests from clients.
Occasionally make Client visits with the Relationship Manager
Prevented store losses using awareness, attention to detail and integrity. Trained new employees. Achieved high sales percentage with consultative, value-focused customer service approach.Cross-trained and provided back-up for other sales representatives when needed. Resolved product issues and shared benefits of new technology. Expressed appreciation and invited customers to return to the store. Guaranteed positive customer experiences and resolved all customer complaints.
Prepared reports for executive management level. Managed all service calls placed in west U.S. bank region. Responsible for handling vendor response time and for quick and effective resolution to all ATM service calls. Daily service reporting to Executive V.P. for quick and effective resolution to all ATM service calls.
Unloaded, picked, staged and loaded products for shipping. Oversaw warehousing and storage practices and housekeeping.Managed a staff of eight. Adjusted machine feed and speed if machine malfunctioned. Maintained proper stock levels on a line.
Supervised a team of four dock workers. Helped achieve company goals by supporting production line workers. Drafted a timescale for all jobs. Adhered to all applicable regulations, policies and procedures for health, safety and environmental compliance.
2013 Fall Dean's list GPA of 3.9.
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