Finance, Merrill Lynch Trust Company

JARRETT J. PLANTARICH

*** ****** **** *********, ************ 19047 (267) 994 - 1375 ********@*****.***

SUMMARY OF QUALIFICATIONS

Versatile and detail-oriented operations and management professional with proven organizational, leadership,

analytical and problem solving skills. Demonstrated talent for providing comprehensive training initiatives to form

cohesive, customer service-oriented teams. Keen project management and presentation abilities, as well as excellent

written and oral communication skills. Proven ability to manage multiple, concurrent responsibilities in a timely

and professional manner.

PROFESSIONAL EXPERIENCE

BANK OF AMERICA (MERRILL LYNCH) – Hopewell, New Jersey 2008 - Present

Senior Operations Associate May 2011 - Present

Selected by the nation's leading financial institution following the acquisition of Merrill Lynch to oversee all aspects

of unique asset deposits and ensure all transactions are processed accurately. Focus on improving the bank’s

customer service record and intervening when problems arise. Serve as a mentor to new hires.

Entrusted to handle unique asset deposits for insura nce policies, real estate, oil & gas, precious metals and

jewelry, including booking the asset onto the system, moving the asset into the account (journal entry),

updating the cost basis of the asset, checking the system to ensure the asset has been proper ly setup and e-

mailing the requestor of the deposit a screen shot of the asset.

Trained and mentored new hires by providing hands-on approach; efforts resulted in development of strong

teams comprised of members able to shift roles, learn additional busi ness practices and improve overall

efficiency.

Audited records, reviewed procedures, investigated discrepancies and corrected issues found during re-

organization avoiding potential sanctions by the Office of the Comptroller.

As a team leader, processed international and domestic Federal Fund Wires.

Key member of the team providing input and testing for the implementation of new technology to automate

processes.

October 2008 – May 2011

Equity/401k Service Representative

Brought on to provide supportive, outcome-focused responses to customer inquiries regarding retirement benefits

offered by employers. Interacted with employees of Fortune 500 companies such as HP, Home Depot, Eli Lilly and

Pfizer. Handled incoming calls from participants in the plan to determine their distribution and/or stay-in-plan

options.

Maintained client relationships and protected sensitive client information to ensure client confidence and

loyalty.

Member of the team that streamlined business practices, utilizing subject matter expertise; thereby,

reducing processing errors and eliminating redundancy while realizing a savings in labor costs.

Recognized as subject-matter-expert in relation to resolution of problems with domestic and international

Fed Fund, ACH wire transfers and issues involving money and share movements.

Networked with other departments to reduce errors, promote efficiency and prevent possible fraudulent

activities, which could cause revenue loss and regulatory non-compliance.

Instituted a bi-weekly Fed Fund wire transaction procedure that allowed more representatives to be on the

telephone and simultaneously significantly reduced the number of errors .

BIO IMAGINING TECHNOLOGIES, INC. – Newtown, Pennsylvania July 2008 – October 2008

TIS Associate

Hired on a temporary basis with this provider of medical imaging to perform a variety of clerical and administrative

duties. Scanned x-rays into database and handled conversion of files to additional formats.

TECHNICAL SKILLS

Microsoft Word, PowerPoint, Outlook and Excel

EDUCATION

YORK COLLEGE OF PENNSYLVANIA – York, Pennsylvania 2008

Bachelor of Science in Business Administration with a concentration in Management and Human Resources

Relevant coursework: Principles of Management, Macro/Microeconomics, Bu siness Statistics I/II,

Managerial Accounting, Business Ethics, Business Strategy and Policy, Operations Management, Human

Resource Management

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