Sign in

Project Manager Customer Service

New York, New York, 10019, United States
May 26, 2010

Contact this candidate
Sponsored by:
Post Jobs to
Multiple Job Boards &
Get more Candidates
Try it Free!
Start your 30-day
Free Trial


*** **** **** ****** ~ Apt *K ~ New York, NY 10019 ~ (401) ***-**** ~


Rhode Island College, Providence, Rhode Island

Bachelor of Science in Finance, Minors in Accounting and Economics, May


GPA: 3.9 /4.0 Summa Cum Laude

Awards/Honors: Wall Street Journal Award (awarded to the top graduating

Finance and Economics Senior at Rhode Island College)

Rhode Island College Foundation Honors Scholarship

Dean's List Fall 2001- Spring 2005 (every semester)

Completion of Rhode Island College General Education Honors



Cash Management Financial Analyst/Business Development Officer, Sovereign

Bank, New York, NY November 2007-Present

Assistant Vice President, Corporate Banking Services Division

< Spearhead bank revenue initiative geared to real estate owners

and property managers

< Serve as project manager/consultant to identify internal

efficiency opportunities, create new procedures, formulate

business strategies and work with IT to generate continual reports

for executive management

< Aided a partnered division with putting their cross sell and

relationship strategies in line with the company's standard

business model

< Streamlined day to day operations and correspondence between

several business partners

< Rectified obsolete procedures to ensure implementation of

compliance and banking regulations

< Build several ad hoc reports for colleagues and management

< Implemented a pipeline to identify and refer business development

opportunities to appropriate divisions

< Surpassed forecasted annual revenue goals by approximately 30%

each year

< Propose cash management and treasury models to clients to maximize

cash and banking operation efficiencies

< Communicate and supervise service requests to internal business

lines to uphold high quality service levels

< Evaluate client relationships to determine the maximum point of

bank profitability and client benefit

< Participate in internal meetings to promote communication,

contribute to strategic innovation, and stay informed on industry

events/economic trends

< Create and convey presentations to clients, internal business

partners, and senior management

Lead Commercial Representative, Sovereign Bank, East Providence, RI

December 2005-November 2007

< Communicated accurate information to business customers using the

most efficient and professional means

< Analyzed current/prospective clients' liquid asset positions to

implement the most cost effective relationships with the bank

< Provided technical expertise on Sovereign's Commercial Cash

Management Software Programs; included leading conference calls

and webinars with customers

< Offered and employed beneficial services that would simplify and

improve clients' banking experiences

< Served as the department supervisor in the absence of customary


< Trained new employees to execute daily operations and provide the

best possible service to maintain the company's reputable presence

in the industry

< Resourcefully researched extensive issues to provide correct

information to external customers and colleagues

< Chosen as department's employee of the month 8 times

Assistant Manager, Hi Lo/A&J Seabra Supermarket, Bristol, RI

March 1999-

December 2005

< Oversaw the entire store operation together with and in the

absence of the general store manager

< Directed store personnel to ensure a professional business


< Trusted with securing the premises and verifying bank deposits

< Effectively communicated with senior management, staff, customers

and vendors to create positive business relations

Customer Service Representative/Cash Office Clerk, Hi Lo/A&J Seabra

Supermarket, Bristol, RI

< Kept detailed records of the branch's operational data

< Performed branch's daily/monthly cash reconciliations

< Communicated with customers to guarantee satisfaction in the

business environment

< Trained new employees to perform essential tasks for their


< Assisted in the preparation of work schedules to promote the most

efficient department organization

Intern - Finance and Marketing, Unicap Group, Providence, RI

Summer 2004

< Created business presentations to attract new clients and

facilitate management decisions

< Delegated tasks to incoming interns to produce the most effective

marketing strategies

< Responsible for database file maintenance and creation to

establish accurate records for current and prospective


< Established lines of communication with companies of interest to

the firm using e-mail and telephone correspondence

< Performed extensive research on similar financial firms to aid in

the innovation of proactive industry strategies; also researched

clients and their respective industries to broaden Unicap's

knowledge base

< Initiated a $2 million acquisition arrangement for the firm using

one of the original presentations


Proficient in Windows Operating Systems, MS Word, PowerPoint, Excel,


Ability to quickly learn proprietary technology

Contact this candidate