Resume Service
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Yyyyyy x. yyyyyy
- 69 Montgomery St Unit 13182 Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com
Customer Service (Banking/Financial Services)
Qualifications Profile
Self-assured and results-driven management professional with extensive experience in high-performance customer service, sales, and operations support in the creative media, banking, and financial service sectors.
- Proven dedication to process efficiencies and client satisfaction, achieving personal and corporate financial objectives, often exceeding performance expectations in highly demanding investment and capital markets.
- Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to resolve professional relationship, financial risk, and investment service issues even under stress.
Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.
Strong people management and interpersonal communication skills that inspire confidence, performance excellence, and teamwork synergies across diverse ethnicities and multi-functional engagements.
Key Expertise
Financial Service
Profitability Management
Wealth Management
Investment Portfolio Management
Stocks/Securities Trading
Dividend Payables Management
Money Market Placements
Financial Risk Management
Sales Support
Marketing & Sales (Trad. & Online)
Business Development
Multiple Account Management
Customer Service Management
Event Management
Product Presentation
Business Operations
Operations Planning Support
Process/Workflow Improvement
Relationship Management (Clients, Stakeholders, Public, & Suppliers)
Staff Supervision & Training
Policies & Regulatory Compliance (i.e. SEC, GAAP & SOX, etc.)
Office & Staff Administration
Records & Document Management
Technical
Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)
Image Editing: Adobe Creative Suite, Photoshop
Professional Experience
Freelance
Owner/Photographer 1999 Present
Manage and grow a photography business dedicated to addressing a variety of imaging needs of clients involving portraits, parties and events, pets and children s photography, and product still life, among others.
Process both old format negatives, black and white, and digital raw files.
Conduct all photo shoots professional, indoor and out, collaborating with clients to guarantee customer satisfaction.
Pershing Llc/Bank of New York
Senior Dividend Associate 1989 2004
Responsible for processing dividends on domestic/foreign common stocks, preferred stocks, ADR S, money markets as well as Unit Investment Trusts.
Performed Pre-Payable date balancing to ensure payment qualification, reconciling post payable date exceptions for DTC, CNS/SIAC & MIDWEST Depositories.
Assisted the sales team in meeting sales objectives, providing customer service support, performing a wide variety of administrative, fiduciary, and ancillary banking functions that strengthened customer relationships.
Monitored and controlled cash dividend and U.I.T. accounts for letter assignment.
Oversaw processing of certificates registered in firm s name, conducting incoming and outgoing claim reconciliation of all products including stock loans and fails.
Kidder Peabody & Company, Inc.
Cash Dividend Associate Dividend Department 1987 1989
First Jersey National Bank
Dividend & Bond Interest Clerk Trust Custody Division 1984 1987
Education & Credentials
Associates Degree in Liberal Arts, HUDSON COUNTY COMMUNITY COLLEGE Xxxxxx, XXXXXX (1999)
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