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Customer Service Sales

Location:
Philadelphia, PA
Posted:
July 25, 2017

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Resume:

JUDITH A. SCHAFFER

*** **** ******* ****** ************, PA 19144

ac1hlj@r.postjobfree.com 215-***-**** (Cell)

SUMMARY:

Demonstrated success as institutional trader of Equities and Fixed Income. Skills in banking, including Trust and Estate Administration. Retail sales experience with a strong focus on customer

service, sales productivity and training. Commendable communication and human relation skills

with proven abilities in designing and implementing work flow systems.

PROFESSIONAL EXPERIENCE:

Century 21 Dept. Store 2014- Present

Sales/Inventory Associate Philadelphia, PA

SELECTED ACCOMPLISHMENTS:

Customer Service

Sales Productivity

Inventory Control

Lord & Taylor Dept. Store 2013- Present

Sales/Inventory Associate Philadelphia, PA

SELECTED ACCOMPLISHMENTS:

Customer Service

Sales Productivity

Inventory Control

Cash Management

City Hall Visitors Center 2007- 2012

Manager Philadelphia, PA

SELECTED ACCOMPLISHMENTS:

Customer Service

Sales Productivity

Inventory Control

Cash Management

Daily Reports

PGA TOUR SHOP 2003-2007

Sales Associate The Philadelphia International Airport, PA

SELECTED ACCOMPLISHMENTS:

Customer Service

Sales Productivity

Inventory Control

MELLON BANK, N.A. 2000-2002

Senior Estate Specialist Philadelphia, PA

SELECTED ACCOMPLISHMENTS:

Support the Administration of Estate Settlements

Support the Administration of Crummey Trusts

Process of finding assets, liquidating assets and distributing the Estate to beneficiaries

STRAWBRIDGES 1992-2003

Sales Associate – Part Time (Better Sportswear) Philadelphia, PA

SELECTED ACCOMPLISHMENTS:

Customer Service

Sales Productivity

Training Classes

Inventory Control

CULPEPER CONSULTING GROUP 1999-2000

Consultant New York, NY

SELECTED ACCOMPLISHMENTS:

Knowledge of SEI and M & I Systems

Use of SMS Systems and AS 400 Systems

Reconcilement of Internal Accounts, Commercial and ARP check differences

INVESTMENT COUNSELLORS OF BRYN MAWR 1999-1999

(Subsidiary of Bryn Mawr Trust Company) Bryn Mawr, PA

Trader

SELECTED ACCOMPLISHMENTS:

Perform all equity and fixed income trading for subsidiary and Bryn Mawr Trust Company

E-mail daily updates regarding important financial news to all areas. Monitor soft-dollars on a monthly basis. Research questions from managers and clients regarding equities and fixed income offerings

BRYN MAWR TRUST COMPANY 1996-1999

Trader Bryn Mawr, PA

SELECTED ACCOMPLISHMENTS:

Perform all equity and fixed income trading for the Trust Department and their subsidiary

Responsible for downloading research data from the Harris System to create and develop six criteria’s for the equity approved list

Report the weekly activity of the common trust funds via computer to the Indata Performance Measurement Service

CORESTATES FINANCIAL CORP 1980-1995

Trader (1991-1995) Philadelphia, PA

SELECTED ACCOMPLISHMENTS:

Perform all equity and fixed income trading for their Corporate Trust and back-up trader for their Personal Trust and Employee Benefits Department

Selected to invest over $200 million for major accounts

Praised in review and letters for outstanding performance

Record of achievement in zero trading errors resulting in no dollar losses to clients

EDUCATION:

University of Pennsylvania, Philadelphia, PA School of General Studies Coursework: Economics

Financial Analysts Society, Philadelphia, PA Coursework: Investments Principles I and II

LICENSE:

Pennsylvania Real Estate License in escrow in Harrisburg, PA

PROFESSIONAL AFFILIATIONS:

Financial Analysis Society, Philadelphia, PA

Philadelphia Securities Association, Philadelphia, PA – Governor (1995-1996) (2000-2001)

Philadelphia Securities Association, Philadelphia, PA – Directory Chairman (1996-2001)



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