Service Training

DALE KOSTER

**** ********* ***** **** ******, FL 34685 ·

Phone 727/687-6409 Cell 727/238-8986 Home

*********@********.**.*** · ·

EXPERIENCE

*/**** – 9/2020

SENIOR CASHIERING ASSOCIATE, IFP Advisors LLC

Head of the Cashiering area handling money movement, ACH and periodic disbursement set up as well as creating job procedures for training.

6/2006 – 4/2018

SENIOR CUSTOMER SERVICE ASSOCIATE, Invest Financial Corp

Processed journals, check and wire requests and answered phone calls from representatives and clients.

Wrote and updated department procedure manual. Created PowerPoint presentation for monthly new rep training sessions. Consistently received the highest number of ”Life’s Easy” accolades from our representatives in the field

Previous Relevant Experience

ABN AMRO – Mutual Funds operations: trades, settlement and balancing

Lewco Securities – Mutual Funds trading and settlement. Legal transfer processing securities to dtc or transfer agents

EDUCATION

JUNE 1976

ST FRANCIS PREPARATORY – BUSINESS DEGREE

SKILLS

Work well with little supervision

Able to multitask

View processes to see how it can be improved

Contact this candidate