Post Job Free

Resume

Sign in

Customer Service Financial Services

Location:
Phoenix, AZ
Posted:
March 28, 2024

Contact this candidate

Resume:

Carmen Oberheu

Enjoy dealing with people, am friendly and helpful

Glendale, AZ 85305

ad4m5a@r.postjobfree.com

+1-928-***-****

Currently retired but seeking a position wherein I can utilize my over 30 years of customer service experience including several years in a highly regulated financial services environment

• Proven ability to transact a high volume of activity; can work under pressure and meet strict deadlines without compromising quality or accuracy

• Excellent communication and documentation skills

• Effective in developing rapport across teams, training others, and providing on-the-job assistance

• Quickly learn new technologies and processes to add immediate value Authorized to work in the US for any employer

Work Experience

Assistant Vice President

BMO Harris Bank (formerly M&I Trust Company) - Las Vegas, NV July 2012 to June 2013

Responsibilities

Assistant trader, acting on negotiated securities loan transactions with brokerage community. Accomplishments

Continue to support the increase of loan balances and profitability. Skills Used

Extensive customer service skills. Strong product knowledge and ability to assist in the proficiency of the department.

Assistant

M&I Trust Company - Las Vegas, NV

April 2006 to July 2012

Responsibilities

Help to assure accuracy of loans negotiated by trading staff Skills Used

Extensive product knowledge, efficiency with systems and strong communication skills, necessary to provide good quality customer service. Also skilled in use of Microsoft Excel, and Word. Administrative Assistant

M&I Trust Company - Scottsdale, AZ

May 2003 to March 2006

Responsibilities

Perform administrative and secretarial functions of 50 employee Trust division. Duties included travel scheduling, event planning and support for preparation of correspondence. Provided customer service for Trust customers and also for customers of Private Bank division. Accomplishments

Helped foster teamwork amongst Trust employees and provided accurate and efficient customer service. Skills Used

Strong communication skills, extensive customer service experience. Proficiency with Microsoft Excel and Word.

Education

Immaculate Conception High - Kingston, NY

1965 to 1971

Bachelor's degree in History and literature

Kingston, Jamaica

Skills

• Financial Services

• Contract Negotiation

• Negotiation

• Presentation Skills

• Budgeting

• Event Planning

• Customer service



Contact this candidate