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Customer Management

Location:
Elmont, NY
Posted:
April 30, 2014

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Resume:

Courtney Robinson

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

acdw9d@r.postjobfree.com

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

in diplomatic problem solving and interfacing with all levels of

management.

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

2003-2005

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

followed.

The Bank of New York New York, NY

Personal Banking Representative 2001-

2002

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

expectations.

. Accurately and efficiently opened and closed customer accounts.

Pershing & Co. Jersey City, NJ

Senior Operations Representative, Direct Brokerage Services

1987-2000

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.

Education

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



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