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Support Representative Private Banker

Location:
Palm Bay, FL
Posted:
August 13, 2021

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Resume:

ALOMA MILLINGS

**** ******* ** **, **** Bay, FL *2905 ■ 321-***-**** ■ adn6fc@r.postjobfree.com

-Efficient, productive, highly motivated focused on going above and beyond to support team and serve clients; detail oriented

-Motivated to continue to learn and grow professionally .

-Skilled team player with strong background in diverse environments.

-Works well independently to handle assignments and always ready to go beyond basic assignments.

-Seeks out opportunities to go beyond basics, improve processes, and increase customer satisfaction.

Business development; acquire new

business

Analytical thinking ; detailed oriented

Client relationship management Assessment of clients needs Coordination Task prioritization

Critical communication and

organizational skills

Secure bank vaults and heavy

currency flows.

Customer Sales Support Representative, 02/2016 to Current Home Depot – Palm Bay, FL

Used specialized software to enter and track customer order progression. Maintained up-to-date customer contact and lead data in company's database system.

Addressed and resolved complaints and processed customer returns. Resolved customer issues quickly to recapture the customer's loyalty and maintain the sale.

Interacted professionally with customers, informing individuals of sales promotions and driving product interest.

Arranged merchandise to be visually pleasing and well organized, focusing on item accessibility and aesthetic appeal.

Professional Summary

Skills

Experience

Collaborated with sales team in driving company business growth. Consistently organized and restocked display racks to keep the store ready for customer needs.

Call Agent, 09/2014 to 02/2015

Ebay – Melbourne, FL

Answered inbound calls to greet and assist customers with various needs and questions.

Reviewed customer issues to develop solutions and deliver top-quality customer service.

Communicated with callers to evaluate needs and access account information. Documented detailed notes in CRM system to track customer interactions. Applied established procedures to escalate or resolve customer complaints. Drafted correspondence to communicate with customers via email and chat. Documented all call information into [Software] account management system. Customer Sales Agent, 08/2013 to 02/2014

JC Penney – Melbourne, FL

Adapted sales strategies based on previous results to optimize approaches and maximize profitability.

Engaged with customers and used consultative techniques to determine needs and discuss available options.

Helped clients understand payment terms and other requirements to make optimal purchasing decisions.

Sought out opportunities to bring in new customers, improve engagement, and increase sales.

Coordinated cross-functionally for optimal customer service and sales. Teacher's Assistant, 08/2010 to 09/2013

Little Impressions Academy – Palm Bay, FL

Maintained student records with attendance, participation, and assignment documentation in database system.

Helped teachers implement curricula activities and encouraged children's participation.

Assisted differently-abled and very young students with personal needs such as feeding and toileting.

Prepared classroom and organized instructional materials based on teacher needs. Administered diagnostic tools to help classroom teachers understand unique needs of each student.

Worked under direct supervision of classroom teacher to handle student and administrative needs.

Reviewed activities regularly to identify opportunities for improvement. Finished all tasks and job duties, adhering to deadlines to avoid delays. Assisted team members and managers with tasks to maintain productivity and meet project milestones.

Completed all required paperwork within anticipated timeframes. Followed established guidelines and procedures.

Monitored processes and recommended methods for improvement. Used informal discussions and official progress reports to maintain open communication with parents.

Financial Aid Administrative Assistant, 09/2006 to 04/2007 Columbia University – New York, NY

Advised students about application procedures, program costs, and student loan debt.

Interacted with approximately 7 students and parents per month to explain financial aid procedures and maintain funding for students through graduation. Examined various reports such as grades, enrollment status, and award status to verify compliance and eligibility of students receiving aid. Utilized [Software] to prepare financial portfolios for students and parents. Monitored student financial aid files to verify completeness and compliance with federal and state regulations.

Held preliminary interviews for prospective students to prepare for actual financial aid appointments.

Analyzed financial aid applications to determine need and devised appropriate financial aid packages for individual students.

Documented payments and expenses to keep financial records current. Maintained an efficient office environment by skillfully routing incoming and outgoing mail.

Utilized [Software] to compose, prepare, and edit correspondence and department documents.

Proofread business documents to check spelling, grammar and compliance with office policies.

Associate Private Banker, 05/2001 to 12/2006

Atlantic Bank Of New York – New York, NY

Supplied partners with qualified referrals to boost engagement in areas of investments, mortgages, and cash management services.

Helped branch staff order and ship currency and coin, controlled cash distribution, and kept values in line with expected customer demands. Engaged customers to uncover needs and suggest related bank products. Coordinated opening and updating of accounts such as checking, savings, and CDs. Abided by all operational, regulatory, and security standards to promote work accuracy and reduce risk of loss to business.

Consistently prospected new leads and capitalized on business opportunities to increase the overall client base.

Disbursed funds from client accounts to meet financial obligations and resolve credit issues.

Recommended strategies for helping clients improve their cash management, investment planning and other areas to achieve their financial goals. Used good cash handling skills and attention to detail to maintain balanced cash box. Bachelor of Arts: Psychology, English and Liberal Arts, Jun 1999 City University Of New York - Queens, NY

Minor in English.

Double major in Liberal Arts.

Dean's List Honoree, 3 semesters.

Awarded Dean's List.

Graduated with honors.

Member, Psychology Club

Education



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