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Customer Service Representative

Cincinnati, Ohio, 45217, United States
October 19, 2016

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Agnes Gutowska

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

Cincinnati, OH 45217




Experienced professional. Highly creative, recognized as a results-oriented and solution-focused individual. Areas of strength include:

Organizational Skills

Computer Literate, Excel skills

Research Abilities

Analytical Problem Solver

Driven to learn-apply new ideas

Detail oriented


US BANK Cincinnati 2014 – present

Trade Services Representative

Trust Technology & Support Services-Trade Services

Monitor all trading activity for Investment managers, brokers, administrators and trust clients on a daily basis to ensure, only valid trades are processed for settlement, given direct instructions.

Resolve failing trades to confirm timely delivery or receipt of shares in an acceptable timeframe from original settlement date.

Responsible for entering non-executed market, and mutual fund orders delegated by investment managers and account administrators. Maintain operational guidelines to mitigate any processing errors.

Process cash management or money market transactions accurately, when requested in time sensitive deadlines.

FIFTH THIRD BANK Cincinnati 2001-2014

Securities Transfer Specialist II / Securities Settlement

GENERAL FUNCTION: Responsible for accurate and timely processing and daily monitoring of transfer settlement activity for security and funding transactions, including follow up with counterparties and issue resolution.

Processing of security transfers.

Input and verify free movement information into depository terminals.

Complete free movement legal paperwork and submit documentation to depository. Monitor free movement activity to verify transfer orders are being keyed accurately and tracked.

Customer Service Maintain frequent interaction with depositories and counter parties to be able to respond effectively to problems with free movement and to avoid unit errors. Contact counter party to request delivery instructions.

Report and record free movement activity/errors to Brokers, Investment Advisors, front and middle office and clients.

Wire transfers

Securities Settlements Specialist III/Fed Recon

Input and verify trade settlement information into depository terminals

Monitor settlement activity to verify trades are being keyed in accurately and track for correct settlement

Reconcile/check-out cash and security positions with internal and external counter parties

Maintain frequent interaction with depositories and counter parties to be able to respond effectively to problems with trade settlements to avoid fails

Communicate with administration, vendors and/or depositories as appropriate in accordance with established service guidelines.

Balance and process income distributions.

Senior Reconciliation Clerk- Dividend Reinvestment Group / Corporate Trust

Full charge processing of paying dividends for shareholder

Wire transfers

Reconcile DDA account

Workflow coordinator

Manually entering any voluntary cash contribution received in the department

RINALDI CORPORATION Cincinnati 1995-2001

Customer Service Representative

Answering incoming phone calls

Greeting Customers and Visitors

Clerical Responsibilities

COOPERATIVE BANK Poland 1985-1990

Sr Loan Processor

Compares data entered with source documents identifying errors. Researches and corrects loan files.

Maintains account information through system as updates or corrections occur.

Ensures prepared documents are accurate, complete, appropriate, and consistent with legal guidelines, regulatory guidelines, and with corporate policy.

Ensure timely completion of paperwork and reports.

Provide high level of customer service when responding to external customers as well as internal departments to resolve questions, inconsistencies, or missing data.

Serve as departmental resource for ongoing questions and problem solving.

Perform quality checks of departmental work.

Trains newly hired employees and assists co-workers with questions and/or continued development.

Perform incidental machine operations, such as CRT, typewriter, calculator, PC, etc, necessary to complete assigned duties.

Completes daily workflow log.


Business School (1987) bachelor, Lomza Poland, Accounting

Theology College (1995), associate Lomza Poland, Lomza Poland


Microsoft Word, Excel, Amtrust, Mobius, Raft, Wire System, ACE

Fluent English, Polish, Russian

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