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Customer Service Representative

Location:
San Francisco, CA
Posted:
October 03, 2015

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Resume:

***-** *** ******, **. Albans New York ***** 973-***-**** acrx3b@r.postjobfree.com

VaShawn Simmons

Objective

Financial Services Executive, Wealth Management, Client Services Executive, Investment Banking, Personal Banker. Operations Middle and Back Office, Private Banking. Retail Banking.

Experience

12-14 / 08-15

Santander Bank NA,

Astoria, NY

Personal Banker Representative II

Build Customer Relationships based on Trust by recommending the best solutions.

Generate Deposit Growth & Acquisition, maximizing Client Wallet Share.

Increase Santander Investment Sales Leads weekly, follow up and call blocks.

Responsible for Opening Procedures & Nightly Vault Settlement.

Research and close out Customer Instructions, Inquires and problems.

Provide Coaching and Development to Teller Staff.

07-11 / 12-14

TD Bank,

New York, NY

Customer Service Representative

Delivering Flawless Customer Service, by monitoring Clients Daily Transaction Activity.

Consistently Meeting and Exceeding Quarterly Sales Revenue Goals.

Work closely with TD Small Business, TD Ameritrade and TD Wealth Management.

Extensive Knowledge of Mortgages, Personal Loan, Checking & Savings Products.

NMLS ID# 810634.

06-10 / 03-11

PNC Bank NA.

Jersey City, NJ

Client Services Associate

Worked as a Liaison with Wealth Management, Financial Advisors for New Business.

Advised Current & new Clients on Aggressive & Conservative Investment Options.

Complete knowledge of all Banking Products to suit and benefit all Clients.

11-08 / 03-09

American Stock transfer & Trust Co.

Brooklyn, NY

Client Services / Dividend Reinvestment Advisor

Booked 25 to 40 New Deals into New Plans Daily.

Worked Book of Business for New Revenue.

Advised Shareholders on Corporate Actions and Reorganizations.

Education

May 1996

Manhattan Community College

New York, NY

A.A.S. Communications

References

References are available on request. Employment and personal.



Contact this candidate