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Customer Service Sales

Middlesex, New Jersey, United States
October 13, 2016

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Charlene Auguste Bien-Aime

** **** ***** ****** ** Warren NJ 07059

Phone: 617-***-**** Email:


• Efficiency and Time Management: Completing Proposals, marketing materials and maintaining client portfolios

• Job Skills: Knowledgeable in Treasury Products, Customer Service and Training new associates

• Communication Skills: Written and verbal skills, Microsoft Applications EXPERIENCE:

Bank of America, Treasury Sales, Boston MA July 2003 - April 2009 AVP, Treasury Sales Analyst

• Support Treasury Management Sales Officer with proposals, client marketing material and Pricing Proforma’s

• Work with Sales Officer to generate new revenue and maintain portfolio with over 120 clients

• Walk client through the Treasury Management process i.e. products, services, pricing, implementation and completion

• Train new associates on systems, products, services and Treasury Management functions John Hancock Financial Securities, Boston MA July 2001 - July 2003 Life Underwriting Team Leader

• Coordinate workflow within teams by assigning tasks, monitoring work and assuring quality service is provided to underwriters, agents and brokers

• Manage daily functions of the post application process by verifying information on applications, requesting requirements from brokers and agents as needed

• Monitor new insurance business application throughout the underwriting process to issuance of policy

Brown Brothers And Harriman, Boston MA June 2000-July 2001 Client Account Manager

• Daily processing of cash and ledger transaction for 3 portfolio asset fundsSet up, verification and settlement of dividends

• Accurate pricing of daily securities within the asset portfolio and input of NAV (Net Asset Value) into NASDAQ

• Maintenance and preparation of accounting records for daily use and monthly accounting of records that are sent to clients



Bachelor of Arts, Economics; Minor Political Science May 2000 Certifications: Bank of America Corporate Credit Training Program Jul 03-Oct 03 Massachusetts Licensed Real Estate Agent

New Jersey Licensed Real Estate Agent

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