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Yyyyyy x. yyyyyy

- 69 Montgomery St Unit 13182 Ÿ 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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