Diane Fernandez

Diane Fernandez(954)-- OBJECTIVE 20 + years’ experience in Customer Service with dedication and organization to improve Company Profitability. WORK EXPERIENCE Client Associate/Relationship Manager/Client Service Representative at Merrill Lynch/Bank of America October 1998 - May 2018 Managed and coordinated appointments with multiple signers in different states while receiving and sending paperwork to their nearest Bank branch to accurately open trust accounts to meet their banking needs Received, filed and maintained account with elite client rewards Assisted in fraud claims and monitored the resolution Maintained strong and direct relationship with clients assisting them with any Banking need or concern Complied all Business documentation needed while set up new Business accounts, with multiple signers and owners to help clients expand their growing Businesses Opened accounts for clients, their spouses and children, while adding applicants to their credit cards for usage. Ordered foreign currency and made sure full reimbursement of currency not used was received once client returned from international travel Set up travel alerts on all accounts for seamless travel while abroad Merged rewards and points with new credit cards Arranged autopay for credit cards, avoiding late payments Held weekly meetings to keep Financial Advisor up to date on all current client concerns and resolutions Assisted in beginning to end of new Bank mortgage merger affecting multiple clients with their mortgage and/or line of credits. Helped with all paperwork, monitoring and set up of new BillPay Scanned proof read and prepared processed transactions for daily shipments Maintained and balanced cash vault daily Assisted in mortgage and line of credit applications Managed and educated clients on our products and matched them with the best benefits