Customer Service Project
Resume:
Grissel Rodriguez
*******.*********@*******.***
**** ****** ******. *** **. RIDGEWOOD, NY 11385
PROFESSIONAL EXPERIENCE
Barclays Wealth/Lehman Brothers - New York, NY
Senior Operations Analyst/Wealth Management Reporting; January 2008 - Present
Review, analyze, reconcile system generated performance exceptions using internal
tools such as PR (Performance Reporting), DC (Data Consolidation), Client
Statements, Axys, as well as Bloomberg
Research report issues raised by Investment Representatives in efforts to rectify
all errors prior to client viewing WMR report
Utilize Bloomberg to retrieve essential product information (i.e. prices, factors,
dividend payments) to help resolve performance discrepancies; products varied from
equities, fixed income, among others
Work in conjunction with members of other groups (Support Desk, DC, PR, OPS) to
resolve client reporting issues
Handle the distribution of tasks and responsibilities to team in India and serve
as the point of contact for escalating issues to appropriate parties
Perform data audits on daily output submitted by overseas team to ensure data
accuracy
Partnered with senior management and colleagues to build a PR FAQ procedural
manual outlining commonly asked questions relating to PR exception processing and
solving common issues; took ownership of this task as the overall coordinator
New York City Economic Development Corporation - New York, NY
Intern/Compliance Department; December 2006 - June 2007
Prepared calendars informing project companies of EDC's compliance policies and
procedures
Performed due diligence checks on corporations to ensure compliance (database
search)
Conducted field visits to verify companies commenced/ completed construction of
project sites in accordance with the terms of the deed
Participated and provided support at group meetings
Commerce Bank - New York, NY
Customer Service Support; June 2004 - December 2006
Supported BSA, CTR, SAR, KYC compliance requirements
Reconciled ATM, Penny Arcade, Money Orders, Cashier's Checks, and cash advance
transactional activities
Supervised and managed development of new hires
Conducted bank teller coaching sessions and performed unscheduled teller
examinations to ensure compliance adherence to operational standards & controls
Fostered strong relationships with business clients and provided best in class
service
EDUCATION
John Jay College of Criminal Justice, Bachelors Degree, June 2006
Major: Criminology; Minor: Forensic Psychology
GPA: 3.25 (Cum Laude Honors)
Coursework in Anti - Money Laundering & Financial Crime Investigations
SKILLS AND INTERESTS
Fluent in Spanish
Familiar with banking procedures & regulations
Excel, PowerPoint, MS Word, Axys, Bloomberg
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