Customer Service Management

Jordan Keysor

**** ************ **** *********, ** 12918

518-***-**** / *******@********.***

EDUCATION

Skidmore College, Saratoga Springs, NY May 2013

Bachelor of Arts; Business-Economics Major; Spanish Minor; Cumulative GPA: 3.21

WORK EXPERIENCE

Intern, Merrill Lynch Wealth Management, Latham, NY June 2012 – December 2012

• Participated in advisory business while gaining exposure to key aspects of wealth management, such as

various investment vehicles, portfolio creation and analysis, relationship building and client interaction.

• Handled customer inquiries and provided customer service to Merrill Lynch client base.

• Assisted Financial Advisors with various projects.

• Drafted financial portfolio status and information letters to clients.

Bank Teller, Community Bank N.A., Plattsburgh, NY June 2011 – August 2012

• Provided assistance to clients.

• Participated in sales activities.

• Handled bank deposits and withdrawals, verified cash and endorsements.

• Accepted loans, utility and other payments.

• Issued money orders, cashiers and travelers checks.

RELEVANT COURSEWORK

• Investments: Created an investment portfolio and managed it through buying and selling stocks

throughout the semester.

• Business Strategy: Participated in a team business simulation in which we managed all aspects of our

company such as, marketing, HR, R&D, inventory, and finance.

• Economics of Development: Created a development plan for Honduras through a term paper.

• Management and Business: Developed a business plan for Gucci with business team members and

presented the business plan to business executives.

• Spain Study Abroad Program: Participated in Business Information Systems project with Spanish

students at Universidad Autónoma de Madrid.

Courses taken within major: Investments, Business Strategy, Business Law, Economics of Development, Finance,

Macroeconomics Theory, Accounting I, Accounting II, Foundations of Marketing, Organizational Behavior,

Microeconomics Theory, Management and Business

LEADERSHIP EXPERIENCE

Junior Executive, Business Executive Presentation, Skidmore College November 2012

• Acted as a business executive for business student presentations for Groupon. Oversaw presentations

and made recommendations for business plans.

Captain, Varsity Men’s Baseball Team, Skidmore College September 2012

• Liaised between team members and coaches regarding team questions and concerns, and organized and

facilitated off-field activities.

SKILLS

Microsoft Excel, PowerPoint, Microsoft Word, Silver lake Customer Inquiry Software, Vertex Banking Software,

Fluency in Spanish

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