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Account Specialist Manager

Location:
Schenectady, NY
Posted:
March 29, 2024

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Resume:

James Brice

518-***-****

ad4nnt@r.postjobfree.com

Professional Profile

Detail oriented account specialist with extensive expertise in financial software and banking managerial skills. Adept at analyzing financial information and make data-driven decision. Seeking a full time position to utilize varied employment history and abilities.

Skills

Customer Confidentiality

Communication Skills

Microsoft Word

Aperio Database

Coding at Language

Managerial Skills

Detail Oriented

Problem Solving

Work Experience

Trustco Bank

Account Specialist II Schenectady, NY August 2014 – August 2023

Verified Demand Deposit and Savings Accounts through Aperio

Viewed all legal documentation regarding business accounts

Created Excel spreadsheets, Microsoft Word documents, and PDF files for verification of account daily changes

Removed extended floats on accounts

Opened and closed Safe Deposit Boxes

Created exception documents in Microsoft Word for branches

Trustco Bank

Collections Schenectady, NY July 2014 – September 2015

Made phone calls to delinquent home mortgages, HELOC, and Personal Line of Credit accounts

Prepared filed for foreclosures

Researched property taxes

United Parcel Services

Account Manager Newark, DE June 2005 – August 2012

Worked in Special Projects and Deductions managed collection associates

Troubleshooted customer’s accounts and resolved issues

Created user friendly Microsoft Access databases to resolve redundancies

Education

Mount Pleasant High School Wilmington, DE 1990 - 1994

High School Diploma



Contact this candidate