summary of qualifications
Energetic and results-oriented professional with exceptional qualifications and expertise to support clients and business partners. Provided excellent customer service with over 10 years of professional work experience in the area of Financial Services. A large portion of my experience has been developed in business support, relationship management, and employee leadership.
AREAS OF STRENGTHS
Business Partner Support
Time Management/Organization
Investigation and Resolution
Highly Reliable and Dependable
Problem Solving
Establish Rapport/Relationships
Company Policy and Procedure
Communication
PROFESSIONAL EXPERIENCE
Wealth Management Specialist, Merrill Lynch/Bank of America, Jacksonville, Florida2010-Present
Held fully accountable for demonstrating a high degree of initiative, excellent communication, interpersonal, and relationship building skills. Developed strong Wealth Management Specialist knowledge to process routine/standard transactions base on the established guidelines and procedures in support of the GWIM Operations. Act as a liaison to help clients and advisory partners solve complex banking and brokerages issues. Directly responsible for covering daily multiple operational function areas such as analysis, opening new accounts, payment processing, and full access to multiple systems.
Accountable for assisting and depositing clients’ accounts, loans, credit cards, online banking, issuing official items, overdraft decisioning, processing wire and internal funds transfers, ordering/replacing debit cards, and data entry.
Developed strong oral, analytical, and written communication skills while performing in-depth research regarding time sensitive data with a high attention level to details.
Quickly investigated and provided resolutions of escalating clients’ issues with the assistance of financial advisory partners with a team-oriented attitude while completing all tasks and responsibilities in the most efficient manner possible along with exercising strong decision making skills.
Analyzed legal documents such as Trust Agreements, Power of Attorneys, Letter of Testamentary/ Administrations and Living Wills for the purpose of performing account maintenance.
Developed strong diplomatic and leadership skills while thoroughly training less experienced team members to enhance customers overall satisfaction and the facilities’ quality improvement.
Marketing Analyst, United Parcel Services (UPS), Atlanta, GA2004-Present
Fully responsible for coordinating task for our 3rd party vendors while problem solving and maintaining relationships with customers.
Performs standardized and ad hoc reports for senior management to provide information on marketing initiatives and volume and revenue performance.
Resolved the 3rd party vendor issues by communicating with the appropriate department and providing a resolution.
Responds to ad hoc requests from cross-functional groups to provide information on requested product and customer analyses.
Developed the ability to multitask in a fast pace environment under pressured situations while responding to the Vice President and Marketing Director requests.
Education______________
Bachelor of Business, Business Administration, Florida State College Jacksonville, Florida
technical Skills
Proficiency: Microsoft Office, Word, PowerPoint, Excel, Access, and Outlook
