Customer Service Representative
Resume:
DANIEL E. GILKERSON
Long Beach, CA 90807
***************@*****.***
Education:
Pasadena City College; Pasadena, CA
Associates of Arts; May 1996
Objective:
Seeking a full time position within a great company, that can utilize my skills and knowledge.
SKILLS & COMPENTENCIES:
-Microsoft Word -Microsoft Power Point -Broker Insight -Bloomberg
-Microsoft Excel -Trio -Fox Pro -Thompson One
-Microsoft Outlook -Hogan -NF – fbsi -Morningstar
EXPERIENCE:
Comerica Bank - Cypress, CA 05/2014 – 07/2015
Customer Service Representative
Provide remarkable customer service
Opening new accounts
Problem resolution
Refer loans and deposit products to consumers and small business
Accept and process deposits, withdrawals, loan payments
Handle all other over the counter transactions
Process daily ATM transactions
Insure banking centers’ cash level is adequate by ordering cash
Compliant with applicable Federal, State, and Local laws and regulations
Adhere to all Banking Center audit and compliance standards
Melaleuca – Long Beach, CA 10/2010 – 05/2014
Customer Service, Co-Owner
Directly market, prospect, and promote eco-friendly household and personal products
Respond to clients inquires regarding products via email or phone
Schedule phone appointments and Internet promotional videos
Sign client contracts and monitor their orders for accuracy
Help clients with promoting products
Train individuals about products and marketing
Wedbush Securities, Inc. – Los Angeles, CA 07/2006 – 10/2010
Correspondent Services Liaison (Account Manager)
Review new client contracts for accuracy
Determine the best trading platform best suited for the client
Check potential brokers against FINRA CRD website
Obtain client account list to transfer and set-up new accounts
Make sure new client is registered with the correct Governing body
(i.e. SEC, FINRA, NSCC, DTCC, MSRB, and other regulatory bodies)
Coordinate set-up and installation of proprietary trading platform
Insure new accounts are set-up and funded correctly
Train, support, and responsible for the overall relationship with new client
Union Bank Investment Services – Los Angeles, CA 09/2000 – 07/2006
Investment Representative
In this call center, helped difficult clients with issues and resolve their concerns
Process various investments and trades for clients
(i.e. Stocks, Bonds, Mutual Funds, Options, Commercial Paper)
Interpret financial market information
Process investment transactions with appropriate market makers
Negotiate best prices of securities on behalf of clients
Provide current market information regarding bid and ask prices, P/E information
Explain volume trends and market updates
Provide and review past statements, trade conformations, and tax information
Morgan Stanley Dean Witter – Pasadena, CA 08/1999 – 07/2000
Financial Advisor
Prospect and cold call for new clients
Obtain required documents to set-up new accounts
Determine which type account will be best suited for a client
Buy and sell securities for clients
Provide advice and opinion on structured portfolios and investments
Make recommendations for future investments
In six months of production, had approximately 30 clients worth $6.5 million
Pitney Bowes – Stamford, CT 05/1988 – 08/1997
Supply Specialist; Ontario, CA
Download customer information for processing equipment and supply orders
Scheduled courier service and trucking company for proper pick-up of trade-in equipment
Compiled data and generate sales reports for management analysis
Credit back dollar amount of returned supplies
Contact this candidate