(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Over 7 years experience with Charles Schwab.


Multiple awards for performance, employee of the month awards and high productivity recognition.

Phoenix College , Expected in 2003 Associates Degree : General Studies - GPA :
South Mountain High School , Expected in 1997 High School Diploma : - GPA : Graduate 1994 - 1997
Work History
Charles Schwab - Relationship Specialist
, , 06/2015 - Current
  • Primary point of contact for advisory firms, collaborating with internal partners to deliver timely and accurate information and service.
  • Process money movements and updating existing accounts.
  • Run daily reports and assist in managing work queue.
  • Subject Matter Expert for the team in many areas including MyQ, estate distributions, new accounts, and retirement distributions.


Charter Spectrum - Retail Operations Specialist
, , 2010 - 06/2015
  • Opening new accounts and assisting branch representatives with all new account questions.
  • Taking incoming calls from business partners and clients regarding new account procedures and processing.
  • Trained new team members with new account process and procedures.

Richmond American Homes - Insurance Agent
, , 06/2005 - 2010
  • Licensed in P&C.
  • Answering inbound calls regarding Auto and Home policies.
  • Maintain existing policies.
  • Provide excellent customer service while answering all customer inquiries.

Bank Of America - Customer Service Rep I & II
, , 03/2000 - 06/2005
  • Answering inbound calls regarding credit card balance, payment due, and all credit card related inquiries.
  • Processed credit card upgrades and approved credit card applications.
  • Managed team workflow
  • Facilitated training classes for new hire representatives.

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School Attended

  • Phoenix College
  • South Mountain High School

Job Titles Held:

  • Relationship Specialist
  • Retail Operations Specialist
  • Insurance Agent
  • Customer Service Rep I & II


  • Associates Degree
  • High School Diploma

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