Senior Foreign Currency Trading and Move Money Specialist Resume Example
Experience through years of working in the financial industry has equipped me with valuable leadership skills, highlighted by the training regimens I've established for new and current employees. I have a specialized knowledge of working within government agency guidelines such as the IRS, FINRA and the SEC. I have fully met and exceeded all expectations while also handling the challenges of such a fast-paced and unique environment, receiving commendable recognition from senior leadership.
Risk management assessor Excellent communication skills | People-oriented Excellent time management skills |
- Contact with internal and external customers to solve problems and conduct research and special requests through the use of email, telephone and internal inquiry systems.
- Answering questions on a wide array of technical subjects including asset movements, basic retirement regulations, foreign currency trades, VODs, and simple account maintenance.
- Demonstrating a commitment and focus to relationship management skills and promoting customer retention.
- Effectively managing and evaluating risk while upholding client security and confidentiality through usage of Lexus Nexus.
- Exceed expectations through constant application of exceptional problem-solving skills aptly suited to resolving complex situations and requests in a timely manner.
- Answering a high number of phone calls while mitigating risk to the firm.
- Performing complex work that is exceedingly detailed while communicating in a clear, effective manner to assist clients in making vital financial decisions.
- Delivering unparalleled value and outstanding service to all internal and external clients.
- Review and approve incoming and outgoing asset transactions.
- Design and facilitate training regimens as Lead Trainer for management and coworkers on policy implementations, FX Trading procedures, and domestic and international wire processes, while creating mentoring strategies and on-going design of concentrated education regimens.
- Acting Team Lead when management is out of office.
- Compiles monthly call data and presents report to immediate Director and VP.
- Advanced knowledge in Anti-Money Laundering practices and Fraud.
- Display the ability to not only work within a collaborative team setting, but to also take on a number of leadership tasks, with a focus on a variety of Subject Matter Expert roles.
- Utilize superior multitasking aptitude to excel in a fast-paced and demanding environment.
- Process outgoing domestic and foreign wires, while performing thorough signature and bank verifications.
- Conduct daily check scanning with the use of Remote Deposit Capture, and validation of deposits.
- Facilitated training for fellow associates and supervisors on compound programs such as Remote Deposit Capture.
- Efficiently diagnose and remedy wire issues to ensure accurate processing within proper service levels.
- Converse daily with internal representatives, external clients, and Investment Advisors to assist in complex processing such as foreign currency conversions and multi-layered international wires.
- Extensive knowledge in Pledged Assets, Equity and Mutual Fund Trades, Account Closures, Account and Fund Transfers, and Check Processing.
- Discuss with end clients the process and requirements, including timing and fees of asset movements.
- Designed and instilled an assortment of customizable spa treatment packages.
- Introduced new methods of body and skin care learned through various extracurricular courses.
- Directly certified by various companies in multiple treatment and product lines.
- Perform clerical duties on a daily basis such as appointment bookings, organize customer files, and assist with inbound and outbound telephone calls.
- Handle financial transactions on a daily basis.
- Consulted on company policies and monetary matters.
- Provided excellent customer service by supplying detailed information on numerous products.
- Assisted in the decision-making process, and provided alternatives when needed.
- Assisted in managerial duties, such as supplying of the weekly inventory check list.
- Answered the telephone on a regular basis and supplied information and answers when needed.
- Handled financial transactions on a daily basis.
Finance
Business Administration
Business Administration
Phi Beta Kappa Honor Society Member
Microsoft Word, Outlook, Excel, Power Point, Lexus Nexus, & Barx Live Foreign Exchange Trading Platform
Three time Employee of the Month
Employee of the Quarter
Twelve time Departmental top scorer for Call Quality
Raving Fan award winner
As determined by an extensive survey administered by The Gallup Organization.
Discipline, Futuristic, Learner, Relator, Activator
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Resume Overview
School Attended
- University of Central Florida
- Valencia Community College
Job Titles Held:
- Senior Foreign Currency Trading and Move Money Specialist
- Operations Specialist
- Esthetician
- Customer Service Representative
Degrees
- BABS : Finance 2010
A.S. to BABS : Business Administration 2007
A.A : Business Administration 2007
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