Operations Management Compliance Private Banking Highly motivated, detail-oriented, dynamic and skilled financial professional possessing operational management and client relations experience at leading financial services providers. Supervise employees and direct office workflow. Adept at interacting with clients to resolve problems, provide guidance and promote products and services. Boost team productivity and efficiency with employee training. Comply with applicable regulations. Direct multiple projects simultaneously. Flexible team leader, who adapts quickly to new environments, communicates effectively and always promotes a positive workplace. Employee Training & Mentoring Office Operations Records Maintenance Leadership Internal Controls Project Management Client Relations Loss Prevention Scheduling Compliance Notary Public Employee Supervision Background Checks Anti-Fraud Staff Communication Workflow Customer Satisfaction Performance Monitoring
Summary of Skills
Complex problem resolution
Marketing materials development
Domestic and International Experience
Managed accounting close, accounts payable, and financial reporting for multiple clients.
Checked figures, postings and documents for correct entry, mathematical accuracy and proper coding.
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University of Phoenix
Job Titles Held:
Assistant Operations Manager
Sales and Service Associate
Client Service Associate
Business Administration Business Management/Finance Bachelor of Science
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