Customer Care Service

Armando Diaz

*** ***** ********** ******, ******* 92804 786-***-****

***************@*****.***

Experience

BEST CHOICE VENDING

**** - ****

Our families owned and operated vending company. Position included administration, purchasing, inventory, supervising workers, client calls and customer service.

U.S TRUST/BANK OF AMERICA

Trust Officer - Trust Administration - Assistant Vice President 2003 - 2009

Responsible for the administration of 322 personal trusteeships with clients from across the county and throughout the world. Daily activates include direct customer interaction via the telephone and daily correspondence, reviewing trust legal documentation and acting as the focal point for all issues and questions related to the trusts. Working both in a team and under individual self-direction is part of the daily roles I manage. In addition my responsibilities at Bank of America also include working with investments, wiring funds via the Fed wire system and ensuring quality customer relations with our clients. Direct customer interaction takes place on a daily basis as well as working with support staff to ensure quality customer care.

BANK OF NEW YORK/MELLON

Trust Officer -Trust Administration - Assistant Treasurer 1996 – 2003

Responsible for the administration and management of 108 corporate and municipal bond trusteeships. My responsibilities at the Bank of New York also included the calculation of interest and principal payments, the investment of assets in treasury money market funds, purchasing US government securities and commercial paper, reviewing trust legal documentation, interaction with clients, wiring funds via the Fed wire system and ensuring quality customer relations with corporate and municipal clients, preparing letters of credit, and drawing upon investment agreements. Direct customer interaction took place on a daily bases as well as the supervising of support staff to ensure quality customer care.

Skills

PC, Mac, Windows, Excel, Word, Investments, AS400, Bondmaster, TAS, TSD, PACE, REG-9, 10Q & 10K filings, Letter of Credits, OFAC, KYC, Bilingual in Spanish, Trust Web, typewriter, and general office equipment.- trust, finance, banking, DTC, bonds, assets, Bloomberg.

Education California State Northridge