Customer Service Manager

ADEOLA PALMER

***-** ***** ******, *******, NY **434 631-***-**** ************@*****.***

PROFESSIONAL PROFILE

Motivated and accomplished professional with over 8 years of experience; Organized, attentive

to detail, with demonstrated time-management skills; Recognized for delivering exceptional

customer service and consistent performance. Skills include:

• Exceptional interpersonal skills

• Effective leader, driven to provide excellent customer service, and able to assess complex

situations and formulate solutions

• Team-player with the ability to work effectively with others

• Proficient in Microsoft Word, Excel and PowerPoint

EDUCATION

St. Joseph’s College, Brooklyn, NY

Master of Business Administration, January, 2007

SUNY at Farmingdale – Farmingdale, NY

Bachelor of Science in Management Technology, January 2004

EXPERIENCE

JP Morgan Chase, Jamaica, NY

Relationship Banker August 2007 – January 2013

• Provided customer service in a high-volume branch with personal and commercial accounts,

emphasize the sale and marketing of banking products and services, as well as the opening of

new accounts

• Developed an excellent working knowledge of financial markets, fixed income securities and

equities to accommodate clients’ risk tolerance

• Expanded the client base, generating approximately forty new accounts monthly; 25% over

previous year growth

• Educated over 2000 new clients on banking services and the principles of wealth

management

• Assisted branch in achieving 100% customer satisfaction ratio in 6 consecutive quarters

• Booked and closed over $1MM in investments and retirement planning

• Cross-sell banking products, including mortgages, automobile loans and personal loans

• Hosted over 30 financial seminars for small groups, marketing the Bank’s services and

generating new accounts

• Expanded the client base to include small businesses, including retailers and manufacturers

• Developed a broad mix of high net worth client accounts and small business customers

• Assisted in the training of over 50 newly hired Personal Bankers

• Ranked amongst the top ten bankers consistently for the last 3 years out of 250 registered

representatives.

United Cerebral Palsy Association of Nassau County, Roosevelt, NY

Resident Manager, March 2006 –July 2007

• Managed a residential treatment facility for high-functioning patients with Cerebral Palsy

• Organized daily schedules, managed all food service and oversaw the activities of daily

living

• Developed budgets and forecasts and was effective in maintaining the facility within

budgetary parameters

• Managed the facility, meeting all audit standards by state and Federal agencies

• Monitored patient care, including medical appointments and physical therapy

• Worked closely with outside agencies and families; effective in discharge planning

LICENSES

Series 6 and 63; New York State Life Insurance

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