Business Support, Customer Service

Andrea Banks

*** ****** ****, ***********, ** ***30

Phone: 401-***-**** E-mail: advgnr@r.postjobfree.com

Objective:

Expand my knowledge and gain experience to succeed. Education:

Community College of Rhode Island January 2007 – May 2007 Radiology Lincoln, RI

Quinsigamond Community College September 2003 – August 2006 Liberal Arts Worcester, MA

Douglas High School September 1998 – June 2002

Douglas, MA

Skills:

Knowledge of PC and Macintosh computers using Microsoft Word, Outlook, Excel and PowerPoint

Exceptional service within a financial institution since November 2009

Experience working with LexisNexis(Accurint), PACE and other trust accounting systems Work Experience:

Private Bank January 2016 - Present

Bank of America, Private Bank Providence, RI

AVP, Business Support Lead II, SPOC

Submit requests for system access for existing employees across the Northeast Region

Complete On-Boarding requirements for new hires including building and floor access

Process termination request for employees departing from the Bank including the revoking of building and floor access

Handle equipment orders and pick up requests

Complete data scrubs, CATCH files and account transfers

Create and approve expense reports via CONCUR

Perform access reviews both compliance and non-compliance

Address monthly invoices and process payments

Dual Vault Custodian and Medallion Stamp owner for the Providence Regional office U.S. Trust August 2014 – January 2016

Bank of America, Private Wealth Management Providence, RI Officer, Trust Administrative Officer I

Prepare as well as distribute discretionary request

Serve as liaison between clients and trust officers

Create disbursement checks and wires for clients and vendors

Prepare and submit ODAMs (Other Discretionary Action Matters)

Initiate online banking for US Trust clients

Handle monthly KYC’s (know you client)

Daily client contact (US and International based) regarding account matters (incoming and outgoing)

Identify new business for potential clients

Create outgoing letters to clients pertaining to various things

Answer and handle incoming calls

Prepare and submit documentation to Trust Settlement and Estate Settlement U.S. Trust May 2012 – August 2014

Bank of America, Private Wealth Management Providence, RI Service Fulfillment Specialist II

Created letters through Trust Web Manage Correspondence

Resolved returned statements and outstanding checks

Scanned/uploaded daily mail, checks and back file into FIRST

Handled projects pertaining to mass account address changes

Completed CMO changes (adding/deleting Trust Officers, Trust Administrative Officers, etc)

Handled all UPS order supplies

Mass Affluent Relationship Consultant / Platinum Service Center March 2011 – May 2012 Bank of America, Call Center Lincoln, RI

Superior customer service and resolution handling

Provided service to clients within the United States who held anywhere from $100,000.00 to $3 million in value and/or investments

Opened retail and credit card accounts over the phone for clients after making sure all verification and Experian questions were asked

Serviced credit card clients by providing upgrades as well as payment solutions and

Created profiles to assist clients in gaining access to all of their accounts via online banking

Ordered Credit Cards, Debit and ATM replacement cards as well as initial creating them

Provided daily balances on accounts as well performed transfers for clients upon their request

Worked with Merrill Edge to provide clients the opportunity to grow their funds through investments Customer Service, Tier 1 November 2009 – March 2011 Bank of America, Call Center East Providence, RI

Superior customer service and resolution handling

Created profiles to assist clients in gaining access to all of their accounts via online banking

Submitted service request to assist clients to obtain documents, research accounts, and resolve escalated issues

Provided daily balances on accounts as well performed transfers for clients upon their request Home Depot February 2005 – November 2009

Head Cashier Bellingham, MA

Responsible for opening and closing the front end

Distributed tills to all cashiers and provided change when needed

In charge of 5-20 cashiers at one time making sure all breaks and lunches were covered

Created and performed monetary and non-monetary associate reviews

Main point of contact for customers when store managers were not available

Provided back up with answering/transferring incoming calls Honors/Activities:

Quinsigamond Community College September 2003 - August 2006 Dean’s List Worcester, MA

Target Shooting 1993 - Present

Woonsocket Sportsman’s Club North Smithfield, RI

Archery 1995 - 1998

Woonsocket Sportsman’s Club North Smithfield, RI

Jewelry Repair 2012 - Present

Harrisville, RI

Burrillville Sunshine Club 2021 - Present

Oakland, RI

Burrillville Recreation Commission 2021- Present

Alternate Member Oakland, RI

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