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Customer Service Office Assistant

Geneva, New York, United States
September 18, 2018

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** ***** ******, ******, ** ****6

443-***-**** •


Hobart and William Smith Colleges, Geneva, NY May 2018 William Smith College, Bachelor of Arts in Economics Minor in Sociology

Study Abroad:

ACLAS, Quito, Ecuador, Centro Tinku, Cusco, Peru January 2017- April 2017 HONORS

Dean’s List Fall 2015, Fall 2016, Spring 2017

National Field Hockey Academic Team Fall 2014, Fall 2015, Fall 2016

• Recognized for having a GPA of above 3.3 during the season NCAA EXPERIENCE

Division III William Smith Varsity Field Hockey, Geneva, NY August 2014- September 2017

• Recognized as National Field Hockey All-Academic Team for having a GPA of 3.3+ for 3 seasons in a row

• Serve as a team leader, attending presentations on athletic leadership

• Organize team gatherings and coordinated events


Hobart and William Smith Colleges, Business Office and Athletics Office Assistant, Geneva, NY August 2016- May 2017

• Responsible for managing financial statements and invoices for the Colleges

• Review the expense reports of various departments on campus

• Assemble and coordinate time cards for all on campus employees

• Answer in-bound phone calls, obtain caller information and connect to the correct department Merrill Lynch, Global Wealth and Investment Management Associate, Baltimore, MD May 2017- August 2017

• Used investment objective guidelines to analyze research reports and select equity and mutual fund investments within sophisticated client portfolios

• Assisted in the assembly of multi-million dollar portfolios

• Helped identify client goals and create financial plans that allow clients to see their financial outlook

• Participated in business development meetings, providing process improvement ideas for client prospecting and outreach events

• Formulated and executed marketing campaigns to further team business objectives

• Crafted client campaign letters and generated mass mailings to over 150 households The Peoples Bank, Bank Teller and Client Services Representative, Chestertown, MD May 2016- May 2017

• Promoted excellent customer service with customers through in person and over the phone interactions

• Averaged 150-200 banking transactions a day

• Consistently submitted a balanced drawer while managing as much as $40,000 a day

• Managed account opening documents and special transactions

• Worked at 4 branch locations, forming connections at each ADDITIONAL EXPERIENCE

Ports Cafe, Server, Geneva, NY September 2017- Present Great Oak Marina and Landing, Server and Hostess, Chestertown, MD June 2014- August 2016 VOLUNTEER EXPERIENCE

“The Core” Athletic Leadership, Participant, Geneva, NY September 2015- December 2017 America Reads, Reading Tutor, Geneva, NY January 2015- May 2018 America Counts, Math Tutor, Geneva, NY September 2015- December 2017 SKILLS

Computer: Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Publisher

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