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Customer Service Management

Manchester, New Hampshire, United States
March 13, 2018

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** ****** **. *** ** Manchester, NH ***** 603-***-****


Professional Highlights

Financial Services

National Point of Contact for Fidelity’s Registered Investment Advisor Team

Worked in both the Tax Exempt, 401k, and Pension Markets

Supported New Hires as a Peer Guide

Banking Services

Trained Tellers

Supported both Business and Individual Customer Transactions

Knowledgeable in Personal and Business banking products

Customer Service

Led my teller team at TD Bank as a Customer WOW Index coach

Exceeded Customer Satisfaction Metrics at any position I have held

Case managed escalated participant issues to protect relationships


Time management

Team player

Proficient in Microsoft Word, Excel, and Power Point

Advanced Customer service

Knowledgeable in financial markets

Expert in retirement products

Knowledgeable in IRS regulations

Comfortable working with money


Professional attitude

Employment History

Financial Associate II

Fidelity Investments, Merrimack NH

Aug 2013-Mar 2018

Teller II

TD Bank, Keene NH

Jan 2010-Aug 2013


BS in Business Management

Franklin Pierce University, Rindge NH

May 2013


References are available on request.

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