Customer Service Sales

Mark Shelley

** ********** ****, ********* ******, NY 11570 ************@*****.*** C: 516-***-****

Summary

A business professional with deep financial services experience, including experience in community banking

sales/service, financial planning, client management, collections and issue resolution. An experienced

leader and mentor who has led successful teams and is skilled at partnering with business professionals.

PROFESSIONAL EXPERIENCE

FlightSafety International, Corporate office, Flushing, NY 2012 - 2014

Accounts Receivable / Collections

• Processed credit card payments & refunds for various departments and all customers.

• Addressed all customer service issues for both domestic & International customers.

• Communicated with customers regarding delinquent accounts through e-mails, phone calls.

• Negotiated payment plans with customers with financial & liquidity issues.

JPMorgan Chase, Rockville Centre, NY 2009 - 2012

Personal Banker

• Sold Financial Products / Services to new and existing clients utilizing Chase banking platforms.

• Resolved all Client Issues to build strong relationships with clients and customers.

• Teamed with Managers, Financial Advisors and Mortgage Specialists to achieve branch goals.

• Prospected for financial services customers through face to face conversation and phone calls.

The Toronto – Dominion Bank TD Bank, Queens, NY 2007 - 2009

Financial Advisor – Investments Retirement Planning

• Serviced 19 TD Bank Branch Locations in the Queens area in all phases of Financial Planning.

• Developed Marketing / Prospecting Strategies, and then trained all Tellers and Bankers in these techniques.

• Engaged Clients in-person at their local branch location to close new business.

• Developed Individualized Financial Plans / Solutions to meet clients' needs, desires and goals.

Metlife Securities, Hauppauge, NY 2004 - 2006

Financial Services Representative

• Serviced In-house Book of 400 Clients in all phases of financial and insurance planning.

• Developed Successful Book-of-Business from orphaned accounts with through networking, lists,

telemarketing, referral program, and seminars.

• Provided Financial Solutions, conveyed ideas concisely / clearly using charts, graphs and illustrations.

• Partnered with Accountants to offer Financial services to their existing book of clients.

Garban Securities, LLC, New York, NY 1979 - 2003

US Government Bond Broker

• Brokered short- term Government Bonds to a select group of Primary Dealers such as Goldman Sachs

Citibank, Merrill Lynch, JPMorgan Chase, Morgan Stanley & Bank of America.

• Increased Monthly Trading Volume by 40%: Brokered $500 – $700M in Bonds daily.

• Serviced 4 Accounts directly, and 50+ accounts through a collaborative team / sales desk effort.

• Developed Successful Relationships with Traders / Support Staff with superior service and communication.

• Mentored / Trained / Developed Team: 15 Brokers (entry-level) to become productive / successful members

of the sales desk.

EDUCATION: University at Buffalo SUNY – The State University of New York BS Business Administration

LICENSES : FINRA Series 7, 63 & 65 – clean U-4, not active NY Life & Health, active

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