Customer Service Manager

Talli Saffin

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

Cincinnati, OH *5230

513-***-**** cell

*********@*****.***

Objective: Obtain a position that will leverage my current skills while allowing for growth

Work Experience

Account Manager, Registered Investment Advisors/Institutional Trust & Custody 12/2008 - 1/2017 --- US Bank

CUSTOMER ADVOCATE

•Manage and maintain relationships with Registered Investment Advisors in a custodial capacity

•Partner with Trade Services to monitor sales and purchases of mutual fund transactions to ensure accuracy and positive cash flow - daily investment oversight

•Resolve client issues and handle customer complaints internally and externally

•Provide excellent customer service and process improvements while exceeding client expectations

•Complete risk reporting (excess and overdraft), statement and form maintenance, AML Risk reporting

•Recognize "Triggers" based on customer behavior and relay needs to Senior Management

•Knowledge and interpretation of Custodial Service Level Agreements, Trust Documents and Custodian Level forms

•Partner with Securities Processing to ensure accuracy and timeliness of Asset Transfers and Gifts

•Possess knowledge of Senior Management daily activity via daily huddles

•Maintain "Face to Face" relationships with local Registered Investment Advisors

•Microsoft Word and Excel proficient

•

•Comfortable working under pressure and fast paced environment

•Provide coverage and support for other Account Managers as necessary

Fifth Third Bank Cincinnati, OH 5/1997 - 3/2008 Conversion Coordinator, Trust Officer, Relationship Support Team

Relationship Manager, Not for Profit Group Senior Retirement Plan Specialist

Project Manager - Condensed Statement Launch

Consistent career growth at 5/3 Bank. Transferable skills include:

•Acting as a Liaison between divisions and third party partners

•Sift, sort and prioritize escalation items between Bank and partners

•Provide Research and Resolution across multiple divisions

•Track outstanding problem resolution items and provide stats for entire Bancorp to ensure product and vendor efficiency

•Creator of Relationship Support Team inbox to track correspondence between Bank & Partner

•Track all contribution, loan issue, loan default, vesting, pension distribution and MRD issues

•Consistently achieve sales goals

•Provided premier customer satisfaction through hands-on service

•Can-do attitude and willingness to help

•Extensive knowledge and use of Omnipay system

•Full understanding of pension plans, 401k record-keeping and other non-qualified plans

Fidelity Investments Cincinnati, OH 9/1993 - 7/1999 Fidelity Investments

Facilitated Statement Automation for Small, Core and Large Markets

Innovative Logo Creation for Emerging Corporate Market and Large Market ---

General Motors, Ford Motor Company and Lucent Technologies

Administered statement automation training to all markets

Incoming Funds Associate - Fidelity Investments 9/1993 - 4/1997

•Ensuring proper incoming investment accuracy for 25 Retirement Plans

•Educator for discrepancy reconciliation and company match courses

•Daily communication with Bankers Trust to ensure timely wire processing

EDUCATION: UNIVERSITY OF CINCINNATI

Finance courses (2 year completion)

MORE ABOUT ME:

I am a moralistic and caring person. I am trustworthy. I have only worked for three Amazing Financial Institutions

in 24 years. I will do the right thing.

Contact this candidate