Customer Service Manager

WALTER G. PETERS

***-** *** ****** • Laurelton, New York 11413

( Home: 718-***-**** • Cell: 718-***-**** : *******@***.***

FINANCIAL SERVICES PROFESSIONAL/ MUTUAL FUND

SPECIALIST

Award-winning Client Relationship Manager and Advisor with an extensive background in

business development within the Financial Services and Banking industries. Expertise in

credit acquisition, risk detection, investment policies, and health/ life insurance. Key

contributor of revenue growth with a strong background in marketing and customer

relationship management. Excellent written and verbal communicator with proven

problem-solving capabilities. Exceptional client support skills demonstrated by

distinguished recognition and awards as a top performer company-wide year after year.

CORE COMPETENCIES

1 Financial Services

2 Relationship Building

3 Strategic Planning/Management

4 Strong Negotiation Skills

5 Client Prospecting and Retention

6 Mutual Funds

7 Customer Service Satisfaction

8 Risk Management

9 Strategic Leadership

•Series 6& 63 Licenses.

•Strong Knowledge of Financial Products

Trading and Trade Support

PROFESSIONAL EXPERIENCE

DREYFUS SERVICE CORPORATION, Uniondale, New York • 1995 to 2009

Senior Institutional Operations Specialist

Processed trade requests and provided comprehensive financial services to institutional

clients. Built and nurtured strong relationships for large, key accounts and external sales

representatives.

10 Increased Cash Management revenues by spearheading the opening of new accounts

by providing detailed fund information, prospectuses, reviewing documentation and

responding to questions.

11 Collaborated with internal fund managers, insuring trading accuracy and wire

settlement.

12 Mentored and assisted new employees within the department.

13 Directed clients on how to navigate the corporate web site and provided users access

to the site.

14 Provided clients with year-end dividend, capital gains, and tax information.

GREENPOINT SAVINGS BANK, Flushing, New York • 1987 to 1995

Mortgage Originator

Drove profits for the bank by building new business and processing new mortgage

applications to assist prospective homeowners in obtaining financing.

15 Reviewed and confirmed validity of documentation, reviewed credit reports and

streamlined the approval process.

16 Analyzed title reports and contracts of sale to ensure compliance with company and

lending standards.

EDUCATION

QUEENS COLLEGE, Flushing, New York

Bachelor’s Degree in History

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