Sign in

Customer Management

Elmont, NY
April 30, 2014

Contact this candidate


Courtney Robinson

***** ****** * ********, ** ***36 Cell: 917-***-**** E-mail:

Profile: Customer-focused and team-oriented professional. Excellent skills

in diplomatic problem solving and interfacing with all levels of


Professional Experience

Heights Limousine

Brooklyn, NY

Chauffeur 2007-2012

Main duties include picking up and transporting passengers to their desired

places in a safe and timely manner.

. Holding both driver's and TLC licenses issued by the state government

. Immense driving experience with at least one visit to most of the

metros across the states

. Vast knowledge of roads and streets in New York and Tri State area

. Extraordinary driving skills with no DUI

Bear Stearns

Brooklyn, NY

Governments & Mortgages Rep 2005-2006

Mortgage account representative responsible for opening over 300 accounts

and provided customer support; updated and maintained new and existing

accounts required to ensure proper regulations are being observed.

. Retrieved acronym with the access code off the alert system and

distributed account number to representatives in the field.

. Compiled daily and weekly monthly stats for upper management.

JP Morgan Chase Bank New York, NY

Operation - CISC New Accounts Specialist


Responsible for the establishment, certification and maintenance of various

types of institutional brokerage accounts including individual, joint,

custodian, retirement, corporate, estate, profit sharing, investment clubs,

trusts and foreign accounts.

. Representative liaison to brokers for account service issues including

updating accounts.

. Updated and maintained customer account files and authorizations,

ensuring NASD compliance, KYC rules, Patriot Act regulations are


The Bank of New York New York, NY

Personal Banking Representative 2001-


Maintained full knowledge of specialty services and bank tools in order to

enhance customer-banking experience, promoted appropriate banking products.

. Monitored customer banking behavior to ensure that customers meet bank


. Accurately and efficiently opened and closed customer accounts.

Pershing & Co. Jersey City, NJ

Senior Operations Representative, Direct Brokerage Services


Served as Liaised between companies with 100+ direct brokerage

correspondents at more than 10 high-profile financial institutions such as

City Bank and Chase Brokerage composing over $2M in annual revenue.

Provided technical and operational support to direct brokerage

correspondents at high-profile financial institutions.

. Investigated and diplomatically resolved customer issues.

. Trained new hire correspondents on Firm's reporting system and

enforced policy and guidelines.

. Handled settlements, margins and documentation to ensure all

transactions authorizing paperwork are in place.

. Interfaced with senior management on a daily basis or as needed.


Borough of Manhattan Community College - Credit, Business Management

Computer skills

Proficient in Microsoft Word applications, Lotus Notes and Internet

navigation, trained in System One, Fidelity, FBSI

Contact this candidate