***-** *** ******, **. 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.