global fund custody account manager resume example with 5+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary
Talented and highly reliable Global Fund Custody Account Manager with more than 7 years of professional experience with an exceptional client service record and extraordinary depth of banking, analysis and credit knowledge. Able to explain complex financial management concepts to a wide variety of professional and non-professional audiences. Adept at working independently or as part of a professional banking team.
Skills
Strategic sales knowledge and Relationship building.
Strong familiarity of banking and Credit products.
Fraud Prevention, Project and Risk management.
Extensive experience in retail banking platforms.
Exceptional abilities in loan and Credit growth.
NMLS ''Certified Identifier Number'' 1590510.
Goal-oriented, Positive and Upbeat decisive.
Leadership, Creativity and Teamwork skills.
Time management and Bilingual skills.
Problem solving and Data analysis.
Education and Training
Strayer UniversityFeasterville-Trevose, PA, Expected in 12/2023 ā āBBA:Bachelor of Business Administration in Finance - GPA:
The Pennsylvania Department of Education (PDE)Harrisburg, PA, Expected in 04/2014 ā āGED: - GPA:
Ain Shams University, Expected in 07/2009 ā āBBA:Bachelor Degree in Accounting - GPA:
El Obour High School, Expected in 07/2005 ā āHigh School Diploma: - GPA:
Professional Experience
Evans Bancorp, Inc. - Global Fund Custody Account Manager Fairport, NY, 08/2022 - Current
Manages the administration of Fund Custody accounts of various sizes with a high level of expertise consistent with governing document requirements, regulatory guidelines, policies and procedures.
Develops and prepares reports for management and adheres to strict business line Service Level Agreements.
Manages daily account administration with focus on daily and future cash positions. Creates and delivers reporting documents to external customers within established timeframes.
Responds to inquiries and coordinates resolution regarding securities issues from customers, management, auditors, and regulatory authorities.
Acts as one of the clientās advocates to ensure that clientās needs and concerns are understood, met and satisfied.
Keeping close eye on financial and operational performance of investment funds to maintain portfolio targets.
Bank Of America Merrill Lynch - Distribution Service Operations Analyst (MAT) City, STATE, 06/2021 - 08/2022
Processes routine/standard Distribution, Disbursement, Wires, etc. transactions according to established procedures and prescribed processes in support of Merrill.
Provide quality service, effective and efficient operations support for the assigned areas internal business partners and/or external customers.
Assisting with phone calls, email boxes and processing queues, provide advice and assist with training for less experienced team members.
Solving problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request.
Provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel.
Citibank N.A. - Personal Banker City, STATE, 01/2017 - 01/2020
Manages and supervises department employees, responsible for day to day supervision, weekly partners meetings and platform leadership.
Process all personal, business lines and bank accounts, such as but not limited to Heloc's, loans, IRA, Investment and mortgage referrals.
Oversees financial reporting, interviewing, hiring and training staff, and responsible for the growth of branch revenue.
Work on compliance errors daily, develop forecasts, financial objectives, business plans, manages budget and allocate funds.
Acquired over $50M in deposits for my branch in the past 3 years of 2017, 2018 and 2019.
Cardinal Bank - Certified Bank Teller II City, STATE, 02/2016 - 01/2017
Supervises teller activities by coaching, assigning work, answering questions, solving problems and helping with complex transactions.
Oversees adequate availability of daily cash, money orders, traveler checks, manages branch vault and ordering for all branch supplies.
Audit tellers cash drawer balances and limits and investigate losses and institute corrective measures according to policy and schedule.
Ensure staff is trained and cross-trained in all phases of their particular jobs to assure delivering quality service to our members.
Increased branch deposit volume from $10M to $25M for the year of 2016.
Activities and Honors
ā¢ Citibank Branch Employee of the Quarter. March, June and September 2019
ā¢ Citibank Customer Obsessed Award. March 2018
ā¢ Cardinal Elite Awardee. July and November 2016
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