Senior Operations Representative

Teresa Kegley

T: 770-***-**** E: ********@****.***

Objective Statement

Highly capable and dedicated team player with 16+ years of experience seeking an Administrative Assistant position with a company that will allow me to fully utilize my communication, organizational, and problem solving skills.

Summary of Qualifications

Engaging, results-oriented, and self-motivated team player with superior attention to detail

Extensive customer relations, branch office support, and operations backgrounds

Highly analytical with strong communication, organizational, and time management skills

Proficient in Microsoft applications including Excel, Word, WebEx, and SharePoint

Professional Experience

MERRILL LYNCH PIERCE FENNER & SMITH Atlanta, GA

Senior Operations Representative 2000 - Present

Served as the Service Support Specialist for the Atlanta Buckhead market and its associate offices, PBIG (Private Banking and Investment Group), and GCIAS (Global Corporate Institutional Advisory Service)

Provided guidance and leadership by assisting in training co-workers on operational protocol including preventing fraudulent activity and basic “Know Your Client” procedures

Diligently and exceptionally handled daily trade correction reviews, LMA profiles, assigning account numbers, and filing all required documentation

Provided effective and accurate review of cost of errors and daily manual order tickets

Demonstrated a keen attention to detail while participating in all SEC and annual audits, where I achieved a perfect score in 2015

Assist with new hire associates, lead in Card Access Control (security) and building passes, Signature Guarantee Representative, Recall Representative, fully trained as back up for Cashier, Doc Controller, BSA (Branch Service Administrator) and switchboard operator

SUNTRUST BANK Marietta, GA

Head Teller 1993 - 2000

Responsible for a staff of five tellers, demonstrating leadership and guidance, and led by example by providing impeccable service to all bank clientele

Ensured seamless client interactions, policy changes, and career advancement

Mitigated risk by providing training and high level support for procedures and regulations surrounding large cash transactions, potential fraud, industry and government regulation requirements, sales incentives

Regularly exceeded monthly sales quotas and surpassed expected performance parameters

Demonstrated concern for operational excellence by mentoring tellers on client interaction skills, making sure that all were in compliance with FDIC regulations and bank procedures

References available upon request.

FIRST UNION NATIONAL BANK 1987 – 1991

Commercial Loan Assistant

Prepared commercial loan documentation for several Commercial Loan Officers

Filed and released liens to secure loans with extreme attention to detail

Extensive telephone communication with customers regarding billing questions, loan advances, and directed payment breakdowns

Provided administrative duties for the Loan Officers.

Trust Assistant to Vice President

Provided executive administrative support for VP and three Trust Officers

Processed various types of trust accounts (i.e. Agencies, Guardianships)

Prepared tax reports and all correspondence to clients

UNITED TECHNOLOGIES CARRIER CORPORATION 1983 – 1987

Secretary to District Sales Manager

Provided exceptional secretarial support to Sales Manager

Administrative responsibilities included preparation of management and sales reports

Processed and submitted expense and marketing reports

Coordinated conferences and seminars when entailed booking of venues, travel arrangements and preparation of conference materials

Handled all HR inquiries by sales force and other personnel

REFERENCES AVAILABLE UPON REQUEST

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