Management, Administrative Assistant, Customer Service

E L I Z A B E T H D U N C A N

Ellenwood, GA ***** – 347-***-**** E *********@*****.***

Professional Experience

Robert Half Agency Atlanta, GA April 2018 - July 2018 Development Coordinator (Temporary Staff position)

Supporting Atlanta Habitat for Humanity fundraising efforts, including gift entry and reconciliation in the donor database.

Handle donor recognition correspondence and reporting related to donations across multifaceted development team and campaigns.

Managing/Interfacing the donor and volunteer database.

Assist with other individual giving efforts, event planning and special giving programs.

Coordinating and reconciling all financial reporting and donor records management with respective departments for Chief Development Officer to distribute to board members.

Provides exceptional customer service to all levels of volunteers and major donors. Capital One Bank Flushing, NY April 2012 – March 2017 Branch Manager

Monitored and coordinated the overall activities and operations of a $138M branch

Tracked and monitored sales and customer service performance against established plans and objectives

Responsibilities included interviewing, hiring, and on/off boarding associates

Managed and trained all associates new to the branch in their respective roles

Processed performance reviews semi-annually; rewarded and disciplined associates

Addressed high volume of customer service to clientele visiting the branch daily with questions/concerns

Created daily/weekly/monthly sales reports to assist branch with meeting sales goals

Reported sales goal to leadership on a weekly basis and identified ways to improve processes

Performed quarterly meetings with district peers to review sales territory goals

Stayed abreast of all new initiatives to ensure associates/customers were aware of the newest products

Ensured client accounts were error free while maintaining complex and confidential information

Planned off-site meetings and assisted with special community project Capital One Bank Flushing, NY February 2007 – April 2012 Assistant Branch Manager

( formerly known as North Fork Bank)

Provided advanced confidential operational clerical support to branch

Assisted with calendar management to include conference calls, meetings with executives

Optimized visual aesthetic of branch to coincide with new company vision

Managed and read incoming/outgoing e-mail for branch to ensure all items were tracked and resolved

Collaborated on audits to ensure completion and follow-up on critical items prior to deadlines

Ensured that all customer service targets and KPI Metrics were met

Trained and coached associates on sales and customer service performance

Facilitated weekly operational/sales meeting to review opportunities and successes North Fork Bank Jamaica, NY May 2004 – March 2007

District Administrative Assistant

Supported District Manager, Senior Vice President with 16 branches

Effectively managed heavy complex calendar invites, drafted and prepared agendas & decks

Reconciled and managed Time and Expense reports

Processed merit increases for approximately 200 associates across the district

Coordinated domestic travel plans to include itinerary and meeting logistics

Composed and produced memos, correspondences and spreadsheets for special projects

Created branch organizational charts and personal contact information cards for emergency

Handled office wide operations to include ordering supplies, mail distribution and office equipment North Fork Bank Jamaica, NY October 2003 – May 2004 Part-Time Teller

Provided professional, accurate and efficient customer service with discretion

Adhered to bank policies, regulatory procedures and followed all security precautions

Assisted customers with service solutions through needs assessment and basic cross selling products

Performed banking transactions such as deposits, withdrawals, foreign exchange and wire transfers

Maintained a secure cash draw balance throughout the day

Delivered exceptional customer service skills by building relationship

Assisted customer with safe deposit boxes

Maximized time management

CEI Communications Inc. New Hyde Park, NY June 2002 – May 2004 Office Manager

Assisted the President with a staff of 6

Provided full administrative function to office 30 hours a week

Processed and monitored revenue and profit growth/losses

Maintained and audited all customer account information into client management system

Insured the office was properly stocked with supplies and all office equipment functioned properly

Provided data analysis for record assessment of inventory

Received heavy volume of client calls with discretion to screen and take accurate messages

Managed Time and Expense reimbursement for President Mellon Investor Services Ridgefield Park, NJ October 2000 – September 2001 Transfer Agent

Ensured strong attention to detail that all data was accurate before processing into the system

Navigated multiple systems applications to research information

Provided information to portfolio managers on various inquiries

Handled high volume of customer service calls

Draft and composed stockholder information for reporting review of accounts

Used follow-up skills to track and confirm information of missing customer documents

Maintained list of agent’s prospects of potential acquisitions

Assisted shareholder inquiries regarding client mutual funds, account setup, transaction procedures, and account status

Education

Howard University Washington, D.C.

Major: Biology

Skills

Microsoft Word, Excel, PowerPoint for Office ’16, MAC, Microsoft Access, Microsoft Outlook for Office ‘16, Lotus Notes, Ariba Buyer, Right fax, QuickBooks Small Business, Oracle 7 for Windows, Main Frame, SharePoint, Sales force, Concur Reference Furnished Upon Request

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