Customer Service Call Center
Resume:
AMIE CHOLLETT
FINANCIAL & TRUST COMPANY PROFESSIONAL
CONTACT
ad1xl9@r.postjobfree.com
PROFILE
My professional career has mostly been in the financial / banking / Trust Company realm. All positions held are under a highly regulated business structure. This allows me years of compliance & regulatory experience.
SKILLS
Management
Assessments
Bank Security expert
Excellent interpersonal
skills
Strong Customer Service
Account Analysis
Risk assessments
Call Center experience
Reconciliation
BSA documentation prep
EXPERIENCE
IRA Assistant / Birch Gold Group
3-2023:10-2023
Prepared IRA transfers, distributions, rollovers, conversions, death claims, closures in accordance with government regulations. Communicated daily via phone & online platforms as well as with Brokers. Velocify & Sales Force used daily. Custodial follow up & custodial conference calls performed often daily as well.
Business Specialist / GoldStar Trust Company
2018-2023
Assisted all financial professionals, brokers & dealers with any information needed such as internal procedures, IRS regulations
& requirements. Corresponded with compliance team for asset acceptance. Identified and implemented processes related to efficiencies, controls & regulatory compliance. Worked independently under minimal supervision but functioned as a team player as well. Provided accurate & timely invoice generation, reconciliations & collation of supporting management information reporting.
Teller Supervisor / Amarillo National Bank
2015-2018
Branch Operations Supervisor / Amarillo National Bank 2006-2009
Completed & identified compliance risks on daily transactions. Worked with management gathering docs required for audits. Performed routine audits on tellers, new business reps & loan personnel on the daily. Provided quality customer service with a positive attitude while also providing team support. EDUCATION
West Texas A&M Univ
1994-1998
BFA in Fine Arts
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