Customer Service Sales

KRISTINA W. PORTER

*** ***** ****** *******, ** *8012 704-***-****

******@***.***

OBJECTIVE A highly motivated team player with excellent communication

skills, seeking a challenging career opportunity.

EXPERIENCE LPL Financial

Charlotte, NC

Annuity Operations Specialist

April 2010 - Present

. Approve annuity orders to ensure sufficient funds are

available to fund the annuity purchase

. Responsible for reviewing, maintaining, and approving

and average of 50 orders a day

. Conduct courtesy calls to Advisor's offices for status

of funding of the annuity orders

. Process direct business networking requests and contact

annuity carriers for the involved requests

Sr. Service Center Representative

November 2007 - April 2010

. Deliver exemplary service by working closely with

Financial Advisors, their assistants and their clients

to solve problems and expand knowledge of operational

systems to increase their efficiency

. Responsible for educating our Financial Advisors on

operational and financial industry policies and

procedures

. Help research and resolve intricate situations to

provide timely solutions

. Process operational transactions/data input as needed

. Regularly work with other departments to ensure advisor

and client satisfaction

. Provide Coaching and Development for New Hires in the

Service Center along with serving as a resource during

and after their training

SunTrust Bank, Inc

Charlotte, NC

Financial Service Representative

June 2005 - October 2007

. Demonstrated success by meeting branch sales goals;

develop and maintain a customer base

. Responsible for actively seeking and selling banking

products such as Checking/Savings accounts, Home Equity

Loans, and CD/IRAs to help clients obtain long term and

short term financial goals

. Referred customers to specialized bankers such as

Business Bankers, Mortgage Originators, and Financial

Advisors

. Assisted Branch Manager with managing daily branch

activities, administrative, human resources, and

training tasks

Wachovia Securities, LLC

Charlotte, NC

Client Services Analyst

January 2005 - June 2005

. Provided superior customer service to large base of

Financial Advisors on all brokerage products

. Assisted with maintaining all brokerage accounts for the

Private Client Group

. Presented accurate information to all clients when

responding to requests

Wachovia Bank, NA

Charlotte, NC

Prevention Analyst

September 2003 - January 2005

. Reviewed new customer information for verification

required under

PATRIOT ACT, Section 326

. Used internal and external investigative techniques to

analyze information

. Management of a high volume of detailed work in a fast

paced environment

. Answered customer calls and worked cases courteously

with a sense of urgency

Wachovia Bank, NA Ponte

Vedra, FL Teller

August 2002 - September 2003

. Provided teller transaction quality and efficiency to

customers

. Solid understanding of basic banking principles and

operation processes

. Enhanced customer satisfaction by servicing customers

and supporting the sales employees

SKILLS Skilled in Microsoft Word, Excel, and Power Point

Proficient in Beta, Branchnet, Stellent and Siebel Systems

EDUCATION University of North Florida

Jacksonville, FL

Bachelor of Arts in Sociology, Minor: Communications

May 2002

REFERENCES Available upon request

Contact this candidate