Service Specialist Ii

Patricia Selden

**** ***** **** *******, ** ***** 757-***-**** ********@*****.***

SUMMARY

Skilled financial and securities operation specialist with 25 years of experience in banking. Recognized for professionalism, commitment to excellence, strong interpersonal skills with the ability to build effective relationships with senior management, associates, and customers.

PROFESSIONAL EXPERIENCE

H&R Block. — Ashland, VA.

Tax Professional (Seasonal) – 11/15/23 – 04/19/24

Prepared accurate and complete tax returns for a diverse clientele, ensuring compliance with all applicable tax laws and regulations. Conducted thorough tax interviews with clients to gather necessary financial information while maintaining confidentiality and privacy. Provided IRS audit support and attended audits as required, helping clients navigate complex tax situations. Offered additional financial products and services to clients, enhancing their overall financial well-being. Contributed to business growth by generating referrals and fostering client relationships through exceptional service. Expanded tax expertise through continuous learning and professional development, including participation in mentoring programs and additional training. Successfully performed in a fast-paced, client-focused environment, utilizing strong verbal and written communication skills to deliver outstanding service. Demonstrated proficiency with Windows-based computer systems for efficient tax preparation and client management.

WELLS FARGO ADVISORS. — Glen Allen, VA.

Securities Operations Service Specialist II – Business Services Group, 6/11/18 – 10/18/21

Perform three main functions such as 1.) authorize insufficient fund items daily to avoid potential risk of financial loss to the firm; 2.) Work with ASI16 items to prevent potential fraudulent items; 3.) correct Cap Adjustment by correcting coding errors such as incorrect account numbers or mistaken dollar amounts. I research inquiries and resolve problems by utilizing strong customer service, attention to detail, and critical communication skills.

WELLS FARGO ADVISORS – Glen Allen, VA

Securities Operations Service Specialist II - 12/2013 – 06/10/2018

Enter transactions into the Foreign Exchange system. Verify accuracy and resolve complex customer issues using multiple resources and records. Utilize a strong understanding of risk associated to Foreign Exchange and work help resolve issues with clients concerns or issues with client’s checks. Post checks payments to client’s accounts. Processing CGS payments to FA compensations. I have trained others to learn my position and serve as a back-up when another associate is out. Process return checks and vendor checks.

WELLS FARGO — Portland, OR

Operations Processor II, 04/2013– 9/2013

Process Canadian, US, and other foreign checks. Maintain accuracy in a fast-paced environment. Process general ledger to clear adjustment of checks. Distributed manager email for over-limit on customer checks. Complete end of day balance process checks.

WELLS FARGO ADVISORS. — Glen Allen, VA.

Securities Operations Service Specialist III, 08/2009 – 4/2013

Assisted branch managers with account opening procedures, maintenance of accounts, processing documents, and statement linking. Performed daily processing, reconciling transactions, researching exceptions and inquiries.

LANDAMERICA — Glen Allen, VA.

Senior Clerk, 08/2008 – 03/2009

Maintained filing system for various attorneys. Performed basic administrative duties such as data entry, scanning documents, and answering multi-phone lines. Performed daily processing, reconciling transactions.

WACHOVIA SECURTIES. — Glen Allen, VA.

Securities Operations Service Specialist III, 09/2006 – 08/2008

Assisted branches with account opening procedure on Smartstation, maintenance of accounts, processing documents, and bank links. Performed daily processing, reconciling transactions, researching exceptions and inquiries.

PAINTER, SMITH, GORIAN, — Redlands, CA.

Assistant Operations Supervisor, 04/2001 – 7/2006

Administered back office functions for financial advisors, traded, opened accounts on Smartstation, cashiering, assisted with bill pay, answering of phones, and processed commissions for financial advisors. Corresponded information with First Clearing and Wachovia.

EDUCATION & CERTIFICATIONS

H&R Block — Richmond, VA

Certificate of Completion – 63 Hours

CONCORD CAREER COLLEGE — San Bernardino, CA

Medical Office Certification

MIDDLESEX HIGH SCHOOL — Saluda, VA

High School Diploma

CERTIFICATE OF PROGRAM COMPLETION

Securities Industry

SKILLS AND APPLICATIONS

Smartstation

MS Office (Word, Excel, PowerPoint, Access, Outlook)

Hogan

Beta

Management of multi-line phone systems (Call center environment)

Office Equipment (and administrative duties)

Excellent communication and optimal customer service

Foreign Exchange/ Accounting Principles

Analytical thinking and processing

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