Customer Service Sales Representative

Jennifer E. Deans

**** ***** ********* ****

West Palm Beach, Fl 33411

718-***-**** (C)

email: *********@*****.***

Profile Summary

Experienced professional in client service; Senior Sales Representative offering various

Banking and Investment products to ensure proper protection for clients. Performing

operational functions including: collections, claims, and t rust services. Well versed in

accounting and settlement procedures; possesses excellent interpersonal, analytical and

organizational skills; effective manager with the skills to direct, t rain and motivate staff to

i ts fullest potential. Great team player contributing to a positive, ethical and respectful

working environment.

EXPER IENCE:

2011-2014 TD Bank, USA

Financial Services Representative

• Provide excellent Customer Service.

• As Senior Sales person cross selling Insurance and Investment

p roducts, pursuing sales leads and referrals.

• Ensure customer problems are handled efficiently and escalating

issues when necessary.

• Ensure compliance with all regulations, policies and procedures.

• Conduct loan interviews, accept applications, review documentation

and conduct closings

2009-2011 Pinnacle Mutual I ncorporated

Account Manager

• Plan, direct, coordinate lending activities.

• Prepare contracts and closing documents for funding.

• Perform due diligence on all potential clients/projects.

• Prepare and oversee closing and funding process.

• Implement guidelines/procedures to spot accounts that could possibly

become delinquent and cause loss of revenue to the company.

• Report to senior management Weekly/Monthly basis.

• Assist in hi ring and conduct performance reviews.

Jennifer E. Deans

Page 2

2008-2009 Family Preservation Services

Dependency Case Manager

• Monitor children’s safety and well-being.

• Provide permanent and safe placement for children.

• Conduct and record monthly/weekly in home visitations.

• Collect and present information for Judicial Reviews.

• Attend Court Hearings.

• Prepare and present case plans to parents in order for them to regain

custody.

• Prepare and present Multi-Disciplinary Team Staffing.

• Coordinate supervised visitation between children, their siblings,

parents and other relatives.

• Attend and conduct various Staffings (Transfer, Permanency,

Replacement etc.)

2007-2008 Bank Hapoalim, Thermo Fisher Scientific, Dillard’s, Northern

T r ust

Consultant/Temporary

• Bank Reconciliations.

• Processing various types of instruments.

• Preparing reports for M iddle and Upper Management.

• Writing Procedure Manuals.

• Sales Associate.

• Accounting Portfolio Analyst

1995-2007 I DB Bank, NY

Assistant Vice President

• Manage staff of four.

• Responsible for supporting the settlement of all securities

t ransactions using various external and internal systems.

• Ensure all instructions are processed timely and accurately.

• Receive, analyze and address issues presented by clients,

account officers. and counterparties, and ensure all problems are

r esolved satisfactorily.

• Conduct performance reviews and assist in the hi ring process.

Jennifer E. Deans

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EDUCAT ION:

2006 Mercy College New York, NY

MS in Banking

2003 New York University New York, NY

Certificate in Business Management

1997 Hunter College New York, NY

BA in Sociology/Communications

SKILLS: Licensed Insurance Agent; M icrosoft Office and Internet knowledge

A FF I L IAT IONS: Volunteer with S tandown (FHLC Inc.) and Christ Fellowship Church

REFERENCES: Furnished Upon Request

Contact this candidate