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Business Administration Customer Service

Location:
Washington, DC
Salary:
55,000
Posted:
March 05, 2024

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Resume:

ELIJAH MILTON

*** * ****** **, **********, DC ***01 +1-718-***-**** ad344i@r.postjobfree.com Objective

Highly motivated, conscientious and goal-oriented individual with 7+ years’ experience in business administration and management providing executive support to supervisor and senior directors. Management in client relationships and business operations with financial goals applying leadership skills and experience to fulfill the needs of the organization. Education

BACHELOR OF ARTS HOWARD UNIVERSITY — WASHINGTON, DC US 20001 Anticipated Graduation Date: Aug/2024* Major: International Business Related Coursework: Finance Minor: Criminology

ASSOCIATE OF ARTS BOROUGH OF MANHATTAN CC — NEW YORK, NY US 10007 Graduation Date: June/2016 Major: Business Administration Degree Awarded: Sept/2016 Minor: Business Management Highlights and Qualifications

MANAGEMENT LEADERSHIP COMMUNICATION

Administrative Management High reliable self-starter Confident; pious communication Relationship Management Multitasker and team player Handles public professionally Business Management Versatile and Adaptable Excels at conflict resolution Risk Management Conscientious and dependable Exceptional hospitality Professional Experience

TD BANK N.A. NOV/2021 — SEPT/2023

CUSTOMER SERVICE REPRESENTATIVE II — NEW YORK, NY UNITED STATES 10017

• Initiated needs-based interactions and provided appropriate product and service solutions.

• Organized and scheduled business meetings to expand client relationships understand their financial needs a objectives.

• Provided/offered banking products and services, which include personal checking, business and savings accounts as needed.

• Proactively reached out to customers to deepen client relationships through need based conversations, which entailed outbound calling, emails, and scheduled business meetings.

• Maintained complex understanding of core objectives to exhibit quality service.

• Met, achieved and exceeded individual performance goals and metrics on quarterly basis. Executed /initiated referrals to appropriate business partners for financial and investments needs.

• Executed and exhibited sound and timely problem resolution decisions to reduce risk as it pertains to fraud, holds, investigations and disputes.

• Maintained strong product and sales knowledge and championed core service values.

• Contributed to improvement of customer experiences by leading, coaching and modeling quality service through customer interaction.

• Maintained strong product and sales knowledge and core service values and provided guidance and training to less experienced staff.

BANK OF AMERICA OCT/2019 — NOV/2021

SR. RELATIONSHIP BANKER — NEW YORK, NY UNITED STATES 10036

• Prioritized resources and innovative technologies to optimize the client experience.

• Established report with banking clients and small business owners to expand network and business relationships.

• Demonstrated management of extensive client portfolio with annual revenues of $500k-$5 million and proven success with business sales and business banking needs.

• Conducted client transactions accurately and efficiently in accordance to companies policies and procedures.

• Identified needs for new products and services to help make financial lives better and enable client relationships.

• Builded/expanded client relationship and knowledge of banking products and services.

• Consistently delivered positive interactions and builds foundational trust to exceed clients wants and needs.

• Confidently built relationships with clients using defined consultative questioning approaches, which helps gain in-depth knowledge of clients’ financial life priorities and connects them to solutions that meet their financial goals.

• Responsibilities included opening and managing business accounts, cashing checks, processing business loans, payments, deposits and withdrawals on daily basis.

• Expanded business knowledge and network by partnering with experts in small business, lending and investments.

• Expertise in execution of digital resources and technologies to optimize the client’s digital banking preferences.

WEILL CORNELL MEDICINE JULY/2018 — OCT/2019

FINANCE & ADMINISTRATOR — NEW YORK, NY UNITED STATES 100021

• Assisted in maintaining its operating budgets through its Excel worksheets on a daily basis.

• Reviewed and analyzed account management reports to monitor variances from approved budget.

• Escalated review of unfavorable variances and recommended solutions and implemented and followed up on corrective action plans.

• Monitored and reconciled departmental accounts within the financial management system.

• Served as business manager for the Environmental Health and Safety international shipping program and provides strategic planning, developed financial reporting and acted as liaison to external clients.

• Managed vendor relationships including cost comparisons and negotiating contracts.

• Assessed the functional needs of EHS technical staff and ensured requests for proposals and contracts with vendors are developed and maintained in accordance with departmental and institutional standards.

• Provided administrative and communications support to the EHS emergency operations team. Assessed incident reports and implemented response protocols.

• Oversaw annual budget for information systems, equipment and related services.

• Coordinated staff access to information systems during on/off boarding processes.

• Supervised shipping manager and support staff with technical expertise and responsible for day-to-day operations of the Environmental Health and Safety international shipping program.

• Assisted in the preparation of the annual budget submission and projections.

• Supported and monitored research-related financial activities to ensure compliance with institutional and funding agency regulations.

CUNY SCHOOL OF MEDICINE JAN/2018 — JUL/2018

RESEARCH ADMINISTRATOR/ANALYST — NEW YORK, NY UNITED STATES 10031

• Conducted academic research in connection with CUNY programs and assisted faculty, staff and students in research efforts.

• Developed research plans and protocols to acquire grants through research programs.

• Collected, investigated, and evaluated academic and scholarly works through Google Scholar and CUNY School of Medicine database.

• Organized and painted research files, trials documents and reports in CUNY data drive.

• Collaborated with internal and external colleagues to publish quarterly progress reports.

• Conducted data analysis on a variety of subjects in Biomedical Education which includes Life Long Learning, Peer Feedback and Preceptor Feedback in Biomedicine.

• Worked in collaboration with research personnel in preparation of budgets, improvement of databases, and submission of protocols.

• OversawManaged CUNY database and research drives in accordance with CUNY programs.

• Liaison to personnel, directors, and supervisors to guarantee adherence to procedures and regulations.

NEW YORK PRESBYTERIAN HOSPITAL AUG/2016 — JAN/2018 ADMINISTRATIVE ASSISTANT — BROOKLYN, NY UNITED STATES 11215

• Providing patient's and family's with high quality service and assistance.

• Provided administrative support to director, supervisors and staff of Pre-Surgical Testing.

• Performed various front desk and clerical duties including a completing demographic and insurance registration, charge entry, scheduling patients and verifying insurance information. Ensured organization of patients’ medical records, appointments and files as needed.

• Answered/transferred calls accordingly and beeped and paged medical staff throughout department for surgical appointments, meetings and emergencies.

• Scanned/faxed medical records/clearances to doctors to ensure accurate and complete financial information for billing of surgical procedures.

• Transported patient blood to laboratory for pre-testing, evaluation and verification. NEW YORK CAREER TRAINING SCHOOL JUL/2013 — AUG/2016 ADMINISTRATIVE ASSISTANT/COORDINATOR – FAR ROCKAWAY, NY UNITED STATES 11691

• Provided general administrative and clerical support to director, nurses and staff members.

• Ensured accurate and complete client enrollment into Home Health Aid and Certified Nurse Aid courses.

• Typed and coded client information and correspondences into data systems via in house system.

• Interfaced directly with clients, responding to request and providing information pertaining to nursing courses.

• Responsible for all aspects of visa applications which involves creating invoices for billing and verifying insurances.

• Responsible for scanning, faxing and printing financial information of clients’ accordingly.

• Managed and maintained clients’ files, calendars and schedules through accurate management and organization.

• Answered and transferred incoming calls, scheduled and rescheduled client meetings, and responded to all request serving as liaison between clients and director.

• Partnered with staff and supervisors in conducting presentations surrounding orientation into nursing program.

• Assisted with verification and grading of all test and examinations and distribution of awards/ certifications.

Additional Skills

Advanced in Microsoft Word 2013, Excel 2013, PowerPoint 2013, Access 2013 and Outlook 2013. Additional skills include but are not limited to Salesforce, Teams, Tableau, NetSuite, Lotus Notes, EPIC, IDX, Serner, Java Script, Oracle, Basic Syntax, Windows OS, HTML, XML, SGML, Adobe Acrobat Pro, Macros, Numbers, Functions and Python. Types 75-80 WPM.



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