Customer Service Sales

Terri L. Buiso

** ******* ***** ****** ********, NY 11934 631-***-**** *******@***.***

Talented and accomplished professional with extensive Banking, Sales, Management, Administration

and Customer Service experience

SUMMARY

More than 24 years of Banking, Sales, Management, Administration and Customer Service experience. Proven

ability to produce dramatic revenue increases by evaluating customer needs and selling appropriate products and

services. Project Management, Staff Management, Coaching and Training related experience. Highly adept at

investigating and resolving customer issues and complaints. Background in Banking, Customer Service,

Administration, Sales, Basic Accounting, Business and Personal Banking, Staff Supervision and Management,

Credit, Fraud Prevention and Investigation, Office Management, Auditing and Compliance. Frequently recognized

for outstanding performance. Excellent communication, organizational and leadership skills. Strong ability to

maintain and grow client relationships. Able to multi-task in a fast paced environment. Strong computer skills.

PROFESSIONAL EXPERIENCE

JPMORGAN CHASE BANK, Melville, NY

1992 – 2008

Assistant Vice President-Senior Client Service Professional-Middle Market Banking

•Performed all customer service needs for business companies with revenue of $10M-$500M which included

identifying and selling banking related products (i.e. Cash Management, Online Banking, etc.) via inside and

outside customer calling. Identify, prevent & investigate fraudulent activity (worked closely with Internal

Departments and Law Enforcement Agencies).

•Staff Management (including hiring, performance and salary reviews, attendance, etc.).

•Prepared training materials and instructed Sales classes to identify product opportunities and sell appropriate

products to clients.

•Building and retaining customer relationships.

•Proficiency in Banking Operations, Policies & Procedures.

•Held Quarterly internal audits.

•Ensured that all Internal Auditing, State and Federal Regulations and Privacy policies were in place and

complied to.

•Trained and coached new staff, including management and credit trainees in all areas.

•Ensure customer problems and complaints are resolved in a timely and satisfactory manner.

•Worked as part of Relationship Management Team.

•Team Building.

•Work closely with Product Teams and Product Implementations to ensure customer satisfaction.

•Established and met Sales & Service Goals.

•Bank Statement Reconcilement, Payroll Processing & Investigations via ACH system.

•Worked with Upper Management to set and establish policies & procedures.

•Responsible for inspection of Legal Documentation, Contracts and Agreements for accuracy.

•Distribute and respond to daily/weekly reports on time.

•Keep accurate client and employee records.

•Project management.

•Six Sigma Policy & Procedure Team Member: Analyzed policies and procedure for effectiveness and made

recommendations to upper management for implementation throughout JPMorgan Chase Middle Market.

CHEMICAL BANK, New York, NY

1990 – 1992

CUSTOMER SERVICE REP-MIDDLE MARKET BANKING

•Performed all customer service needs for Middle Market Banking relationships including opening and closing

accounts (including CD’s and Money Market accounts), identified and sold investments products such as

Commercial Paper and Vista Funds, processed funds transfer and wire transfers, investigated fraudulent activity,

performed daily functions such as Overdraft approvals, processed Commercial Loan borrowings and payments,

and processed and investigate foreign and domestic check collections.

CHEMICAL BANK, Westbury, NY

1984 – 1990

TELLER, HEAD TELLER, CLEARANCE TELLER & SERVICE REPRESENTATIVE

•Opened and closed customer accounts.

•Processed Proved all General Ledger entries.

•Proved out the branch and supervised Teller line.

•Ensured that the branch met all Auditing standards in place.

PROFESSIONAL ACCOMPLISHMENTS

Client Service Officer of the Year 1998-1999

Client Service Officer of the Year 1999-2000

2 Time All Star Award

100% Client Satisfaction Survey Award

LICENSES

SEC Securities License Series 6 and Series 63

PROFESSIONAL ENHANCEMENT COURSES

Chase Applied Management Program I & II

Credit Analysis I & II

Train the Trainer-Sales & Service

EDUCATION

University of Maryland -Business Program (1 year)

South Kitsap High School, Port Orchard, WA (1983)

COMPUTER SKILLS

Microsoft Office, Windows Vista 2007, Word, Excel, Power Point, Lotus Notes, Sametime, Outlook Express,

Internet Explorer

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